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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 %
BJL
826
Brighton Jones LLC
Washington
$629K +$127K +1,855 +25%
CPO
827
Cerity Partners OCIO
New York
$623K +$53.5K +780 +9%
TAIM
828
TD Ameritrade Investment Management
Nebraska
$619K -$134K -1,961 -18%
GCC
829
Game Creek Capital
Massachusetts
$617K -$325K -4,750 -35%
RR
830
Robotti Robert
$617K +$68.6K +1,000 +13%
DTL
831
Dynamic Technology Lab
Singapore
$616K -$4.43M -64,611 -88%
PCG
832
Private Capital Group
Connecticut
$613K +$140K +2,040 +30%
OHS
833
Odey Holdings (Switzerland)
Switzerland
$610K – – –
WT
834
Washington Trust
Rhode Island
$603K -$86.8K -1,267 -13%
CCM
835
Coldstream Capital Management
Washington
$603K +$140K +2,037 +30%
VFPI
836
Vantage Financial Partners (Illinois)
Illinois
$596K +$68.5K +1,000 +13%
BHBT
837
Burke & Herbert Bank & Trust
Virginia
$590K – – –
LB
838
Legacy Bridge
Iowa
$589K +$103K +1,500 +21%
SB
839
Strategic Blueprint
Georgia
$589K +$145K +2,114 +33%
SPC
840
Sigma Planning Corp
Michigan
$588K +$12.3K +180 +2%
WIA
841
Wealthstreet Investment Advisors
Texas
$585K +$960 +14 +0.2%
CA
842
Cetera Advisors
Colorado
$585K +$56.8K +828 +11%
EGA
843
E&G Advisors
Texas
$583K +$6.93K +101 +1%
EA
844
Emerald Advisors
Washington
$581K +$581K +8,474 New
TC
845
Tatro Capital
Kentucky
$578K +$578K +8,440 New
BCM
846
Brown Capital Management
Maryland
$576K +$39.2K +571 +7%
NNP
847
Nachman Norwood & Parrott
South Carolina
$574K -$274 -4 -0%
LWM
848
Lyell Wealth Management
California
$573K +$573K +8,356 New
CAM
849
CenterStar Asset Management
Illinois
$572K – – –
TMAM
850
Tokio Marine Asset Management
Japan
$570K +$54.7K +799 +11%
32 33
34
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