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Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.11%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.57B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.26B
4
BlackRock
BlackRock
New York
+$1.16B
5
Primecap Management
Primecap Management
California
+$827M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$397M
2
VH
ValueAct Holdings
California
-$220M
3
Invesco
Invesco
Georgia
-$129M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$112M
5
EIP
Easterly Investment Partners
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGIM
751
Pacific Global Investment Management
California
$867K +$1.1K +16 +0.1%
BAM
752
Berkshire Asset Management
Pennsylvania
$865K +$865K +12,628 New
SACTSONJ
753
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$863K – – –
PCM
754
Parsons Capital Management
Rhode Island
$857K +$441K +6,437 +106%
PIC
755
PCJ Investment Counsel
Ontario, Canada
$857K +$857K +12,500 New
MAM
756
Meeder Asset Management
Ohio
$856K +$5K +73 +0.6%
ATPW
757
Ashton Thomas Private Wealth
Arizona
$855K +$19.9K +290 +2%
CAG
758
Crestwood Advisors Group
Massachusetts
$847K +$30.5K +445 +4%
FNFDCM
759
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$839K – – –
DWT
760
Dorsey & Whitney Trust
South Dakota
$833K +$350K +5,097 +72%
PWM
761
Perigon Wealth Management
California
$833K +$504K +7,354 +153%
BCM
762
Brasada Capital Management
Texas
$825K +$825K +12,035 New
BBHC
763
Brown Brothers Harriman & Co
New York
$822K -$11.5K -168 -1%
SWM
764
SeaCrest Wealth Management
New York
$811K -$20.1K -293 -2%
TCOT
765
Trust Company of Toledo
Ohio
$810K +$5.28K +77 +0.7%
PPW
766
Parcion Private Wealth
Washington
$808K +$19.6K +286 +2%
WS
767
Wedbush Securities
California
$799K +$384K +5,594 +92%
MAP
768
Moody Aldrich Partners
Massachusetts
$790K +$790K +11,533 New
CAM
769
Columbia Asset Management
Michigan
$790K +$790K +11,533 New
DLHL
770
Donald L. Hagan LLC
Florida
$789K -$101K -1,477 -11%
SG
771
Swarthmore Group
Pennsylvania
$788K +$788K +11,500 New
APWA
772
Atlas Private Wealth Advisors
New Jersey
$784K -$36.6K -534 -4%
IC
773
Intersect Capital
California
$782K +$203K +2,968 +35%
AAM
774
AR Asset Management
California
$781K – – –
VIA
775
Vident Investment Advisory
Georgia
$781K +$101K +1,470 +15%
29 30
31
32 33