MS icon

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 %
SQA
826
Simon Quick Advisors
New Jersey
$151K +$39.6K +1,166 +36%
ST
827
Smithfield Trust
Pennsylvania
$149K -$6.45K -190 -4%
FCA
828
FinTrust Capital Advisors
South Carolina
$147K -$9.02K -265 -6%
EDRH
829
Edmond de Rothschild Holding
Switzerland
$144K -$8.74K -258 -6%
PK
830
Pflug Koory
Nebraska
$142K – – –
EWM
831
Edge Wealth Management
New York
$138K +$93.2K +2,700 +208%
EP
832
Eudaimonia Partners
Tennessee
$137K – – –
BWM
833
Baystate Wealth Management
Massachusetts
$136K -$1.77K -52 -1%
SMFS
834
Squar Milner Financial Services
California
$131K +$170 +5 +0.1%
VNA
835
Valley National Advisers
Pennsylvania
$127K -$23.9K -705 -16%
RCC
836
Red Cedar Capital
Nebraska
$119K – – –
FMLI
837
Fukoku Mutual Life Insurance
Japan
$116K – – –
MA
838
MCF Advisors
Kentucky
$115K -$11K -325 -9%
AT
839
Arden Trust
Delaware
$115K +$115K +3,380 New
HWA
840
Heritage Wealth Advisors
Virginia
$111K -$29.8K -877 -21%
HIA
841
Harbor Investment Advisory
Maryland
$111K +$59.5K +1,752 +116%
TAIM
842
TD Ameritrade Investment Management
Nebraska
$109K +$21.4K +631 +24%
FWM
843
Focused Wealth Management
New York
$102K -$19.7K -580 -16%
AF
844
Allworth Financial
California
$98K -$1.83K -54 -2%
KPW
845
Kore Private Wealth
New York
$98K +$66.1K +1,946 +207%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$95K -$2.3K -67 -2%
Cohen & Steers
847
Cohen & Steers
New York
$94K -$133K -3,928 -59%
WTC
848
WhitTier Trust Company
Nevada
$94K +$4.15K +122 +5%
GI
849
Gradient Investments
Minnesota
$93K +$29.6K +873 +47%
APA
850
American Portfolios Advisors
New York
$92.8K +$204 +6 +0.2%
32 33
34
35 36