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Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$286M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$186M
3
Franklin Resources
Franklin Resources
California
+$152M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$116M

Top Sellers

1
State Street
State Street
Massachusetts
-$236M
2
BlackRock
BlackRock
New York
-$231M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$96.8M
5
Man Group
Man Group
United Kingdom
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMC
776
Asset Management Corp
Illinois
$229K -$26.7K -786 -10%
WP
777
WealthSource Partners
California
$228K +$3.98K +117 +2%
DSC
778
Duncker Streett & Co
Missouri
$227K – – –
BCWM
779
Bartlett & Co Wealth Management
Ohio
$226K -$67.3K -1,980 -23%
MOS
780
MGO One Seven
Ohio
$226K -$6.49K -191 -3%
JFGIW
781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$226K +$272 +8 +0.1%
BC
782
Bartlett & Co
Ohio
$226K +$226K +6,651 New
BB
783
Bell Bank
North Dakota
$225K -$25.1K -738 -10%
KPCM
784
Kings Point Capital Management
New York
$224K – – –
CPO
785
Cerity Partners OCIO
New York
$223K +$50.8K +1,498 +30%
CBOR
786
Community Bank of Raymore
Missouri
$222K – – –
SFS
787
Strategic Financial Services
New York
$222K +$222K +6,532 New
QI
788
Qtron Investments
Massachusetts
$222K +$222K +6,538 New
LDB
789
Lee, Danner & Bass
Tennessee
$220K – – –
LSAG
790
Lake Street Advisors Group
New Hampshire
$220K +$71K +2,094 +48%
OIA
791
Optimum Investment Advisors
Illinois
$219K – – –
SFA
792
Sequoia Financial Advisors
Ohio
$219K +$219K +6,455 New
MAM
793
Meeder Asset Management
Ohio
$216K +$111K +3,282 +107%
CFB
794
Cullen/Frost Bankers
Texas
$215K -$28.7K -841 -12%
RIM
795
Reliant Investment Management
Tennessee
$215K +$215K +6,335 New
HS
796
Haafor (Singapore)
Singapore
$212K -$95.2K -2,805 -31%
CFGS
797
Concourse Financial Group Securities
Alabama
$212K -$9.04K -266 -4%
EWM
798
Evermay Wealth Management
Virginia
$211K -$16.7K -491 -7%
TP
799
Truvvo Partners
New York
$210K -$36.7K -1,075 -15%
MYIA
800
Mount Yale Investment Advisors
Colorado
$209K -$254K -7,462 -55%
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