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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 %
BONST
801
Bank of Nova Scotia Trust
Ontario, Canada
$209K +$4.41K +130 +2%
BMM
802
Buffington Mohr McNeal
Idaho
$209K +$209K +6,150 New
NPF
803
Norris Perne & French
Michigan
$208K – – –
PCG
804
Private Capital Group
Connecticut
$208K +$27.8K +817 +15%
SCM
805
SOL Capital Management
Maryland
$207K – – –
WTFG
806
Wells Trecaso Financial Group
Ohio
$207K – – –
MFG
807
MidWestOne Financial Group
Iowa
$206K -$11.4K -335 -5%
AWE
808
Avidian Wealth Enterprises
Texas
$206K -$3.84K -113 -2%
MTIM
809
Marathon Trading Investment Management
Pennsylvania
$206K +$13.6K +400 +7%
CCM
810
Coldstream Capital Management
Washington
$205K +$41.4K +1,218 +25%
CCFCSB
811
Cape Cod Five Cents Savings Bank
Massachusetts
$204K – – –
CH
812
Canton Hathaway
Rhode Island
$204K – – –
AF
813
Advisornet Financial
Minnesota
$200K -$38.1K -1,120 -16%
PFGIA
814
Patriot Financial Group Insurance Agency
Massachusetts
$195K +$154K +4,523 +377%
FMT
815
First Mercantile Trust
Tennessee
$190K +$20.1K +591 +12%
AIM
816
Acropolis Investment Management
Missouri
$189K +$189K +5,559 New
EW
817
Evoke Wealth
California
$189K -$5.71K -168 -3%
TL
818
TrueWealth LLC
Georgia
$171K – – –
HPC
819
HM Payson & Co
Maine
$166K -$67.9K -2,000 -29%
VFA
820
Valeo Financial Advisors
Indiana
$166K +$26.7K +654 +19%
GWM
821
Geneos Wealth Management
Colorado
$164K -$62.6K -1,851 -28%
SIC
822
Salem Investment Counselors
North Carolina
$158K -$14.8K -434 -9%
AWM
823
Avior Wealth Management
Nebraska
$156K – – –
OPS
824
Orion Portfolio Solutions
Nebraska
$156K +$44.7K +1,311 +40%
UFF
825
USA Financial Formulas
Michigan
$153K +$153K +4,489 New
31 32
33
34 35