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Morgan Stanley
MS

Overview Fund Activity

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$382M
3
GA
Greenhaven Associates
New York
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$204M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$197M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$468M
2
WT
Wellcome Trust
United Kingdom
-$272M
3
Prudential Financial
Prudential Financial
New Jersey
-$126M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$123M
5
Invesco
Invesco
Georgia
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
826
Duncker Streett & Co
Missouri
$284K -$38.7K -800 -12%
HB
827
Homrich & Berg
Georgia
$284K +$284K +5,879 New
EWM
828
Evermay Wealth Management
Virginia
$280K -$19.3K -400 -6%
PCM
829
Parsons Capital Management
Rhode Island
$275K +$275K +5,687 New
CCFCSB
830
Cape Cod Five Cents Savings Bank
Massachusetts
$274K -$15.1K -312 -5%
ST
831
Smithfield Trust
Pennsylvania
$274K +$61.8K +1,280 +29%
CFB
832
Cullen/Frost Bankers
Texas
$273K -$31.9K -660 -10%
EW
833
Evoke Wealth
California
$271K +$2.9K +60 +1%
FFBTD
834
First Financial Bank - Trust Division
Ohio
$271K +$271K +5,600 New
HPWM
835
Highland Private Wealth Management
Washington
$270K +$270K +5,598 New
CFGS
836
Concourse Financial Group Securities
Alabama
$269K -$32.2K -666 -11%
APA
837
American Portfolios Advisors
New York
$267K +$136K +2,808 +103%
PL
838
Perpetual Ltd
Australia
$266K +$266K +5,500 New
WWM
839
Western Wealth Management
Colorado
$265K +$265K +5,494 New
CFG
840
Citizens Financial Group
Rhode Island
$262K -$645K -13,336 -71%
BBA
841
BLB&B Advisors
Pennsylvania
$262K +$262K +5,416 New
PBO
842
Peoples Bank (Ohio)
Ohio
$262K +$262K +5,418 New
SIC
843
Salem Investment Counselors
North Carolina
$261K +$36.5K +755 +16%
BJL
844
Brighton Jones LLC
Washington
$261K +$261K +5,402 New
MC
845
Maverick Capital
Texas
$260K -$2.58M -53,386 -91%
Verition Fund Management
846
Verition Fund Management
Connecticut
$260K +$260K +5,375 New
DWA
847
Douglass Winthrop Advisors
New York
$260K +$260K +5,382 New
PFM
848
Premier Fund Managers
United Kingdom
$256K +$256K +5,300 New
PCM
849
Perritt Capital Management
Illinois
$255K +$255K +5,275 New
IWA
850
Intercontinental Wealth Advisors
Texas
$251K +$251K +5,198 New
32 33
34
35 36