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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 %
SFFS
801
Stonehage Fleming Financial Services
Jersey
$704K +$704K +10,275 New
BCM
802
Bourgeon Capital Management
Connecticut
$699K – – –
MGIA
803
Moneta Group Investment Advisors
Missouri
$699K +$75.4K +1,100 +12%
CIP
804
Cornerstone Investment Partners
Georgia
$697K -$140K -2,043 -17%
CIS
805
Connors Investor Services
Pennsylvania
$694K – – –
CCM
806
CWH Capital Management
Washington
$694K +$281K +4,100 +68%
TWM
807
TriaGen Wealth Management
California
$693K +$693K +10,108 New
OWA
808
Outlook Wealth Advisors
Texas
$691K +$19.1K +279 +3%
RZH
809
Relyea Zuckerberg Hanson
Connecticut
$688K – – –
OR
810
Olympiad Research
Connecticut
$688K +$688K +10,040 New
WA
811
WESPAC Advisors
California
$688K +$688K +10,043 New
SDAM
812
Shulman DeMeo Asset Management
New York
$677K +$3.77K +55 +0.6%
OWM
813
OneAscent Wealth Management
Alabama
$676K +$676K +9,869 New
SSG
814
Summit Securities Group
New York
$672K -$123K -1,800 -16%
WT
815
Whittier Trust
California
$670K +$2.33K +34 +0.3%
GFP
816
Gryphon Financial Partners
Ohio
$661K -$31.2K -455 -5%
TCOV
817
Trust Company of Vermont
Vermont
$660K -$2.54K -37 -0.4%
CCM
818
Corsair Capital Management
New York
$659K -$16.6K -243 -2%
AC
819
Abbrea Capital
California
$649K +$19.1K +278 +3%
TPWA
820
TRUE Private Wealth Advisors
Oregon
$647K +$6.92K +101 +1%
TNB
821
TCF National Bank
South Dakota
$646K +$646K +9,422 New
BSA
822
Bull Street Advisors
Georgia
$643K +$7.13K +104 +1%
MCM
823
MAI Capital Management
Ohio
$643K +$643K +9,377 New
TAM
824
Trust Asset Management
Texas
$635K +$224K +3,275 +55%
TWI
825
Thomas White International
Illinois
$632K – – –
31 32
33
34 35