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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 %
MCL
776
MIK Capital LP
New York
$779K +$779K +11,361 New
WWM
777
Windsor Wealth Management
Indiana
$777K +$777K +11,337 New
GC
778
GFG Capital
Florida
$775K – – –
MP
779
McDonald Partners
Ohio
$773K +$773K +11,281 New
FVCM
780
F&V Capital Management
Florida
$770K – – –
SAM
781
Silvercrest Asset Management
New York
$767K +$66.2K +966 +9%
CSPIA
782
Cary Street Partners Investment Advisory
Virginia
$766K +$682K +9,953 +812%
BP
783
Ballentine Partners
Massachusetts
$761K -$55.2K -806 -7%
BAM
784
Belpointe Asset Management
Nevada
$760K -$36.6K -534 -5%
FWIA
785
Fort Washington Investment Advisors
Ohio
$758K -$16.4K -240 -2%
PAWC
786
P.A.W. Capital
Connecticut
$754K -$137K -2,000 -15%
LJAC
787
L.J. Altfest & Co
New York
$754K -$32.7K -477 -4%
MFG
788
Magnus Financial Group
New York
$747K +$5.76K +84 +0.8%
ANTB
789
AMG National Trust Bank
Colorado
$742K -$4.73K -69 -0.6%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$742K +$664K +9,684 +846%
MC
791
Muhlenkamp & Co
Pennsylvania
$740K – – –
TF
792
TLWM Financial
Texas
$730K +$4.32K +63 +0.6%
DWM
793
Dakota Wealth Management
Florida
$728K +$728K +10,625 New
DZ Bank
794
DZ Bank
Germany
$718K -$402K -5,885 -36%
ARMT
795
Amica Retiree Medical Trust
Rhode Island
$715K – – –
CIA
796
Capital Investment Advisors
Georgia
$714K -$14K -204 -2%
RIL
797
Rothschild Investment LLC
Illinois
$710K -$160K -2,333 -18%
AWM
798
Altium Wealth Management
New York
$707K +$53.8K +786 +8%
OIM
799
Orca Investment Management
Oregon
$707K +$707K +10,313 New
QCG
800
Quadrant Capital Group
Ohio
$706K +$368K +5,368 +109%
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