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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 %
PFO
851
Pathstone Family Office
New Jersey
$90K -$3.06K -91 -3%
HCM
852
Highlander Capital Management
New Jersey
$85K – – –
ATC
853
Adirondack Trust Company
New York
$85K +$4.76K +140 +6%
SBL
854
Sargent Bickham Lagudis
Colorado
$85K +$21K +617 +33%
NSB
855
Norway Savings Bank
Maine
$82K – – –
IA
856
IFP Advisors
Florida
$81K +$19.3K +553 +31%
APC
857
Aspire Private Capital
North Carolina
$77K -$5.9K -174 -7%
LFASL
858
Lugano Financial Advisors SA (LFA)
Switzerland
$73K – – –
TRCT
859
Tower Research Capital (TRC)
New York
$72K +$72K +2,110 New
BWM
860
BerganKDV Wealth Management
Minnesota
$71K +$679 +20 +1%
PWMG
861
Prestige Wealth Management Group
New Jersey
$69K -$34.5K -1,015 -33%
FCM
862
Firestone Capital Management
Florida
$69K – – –
IFA
863
Interactive Financial Advisors
Illinois
$68K – – –
NFG
864
Next Financial Group
Texas
$67K +$19.8K +580 +42%
ZB
865
Zions Bancorporation
Utah
$66K -$19.9K -584 -23%
IBOK
866
Independence Bank of Kentucky
Kentucky
$65K -$20.5K -600 -24%
CA
867
Clearstead Advisors
Ohio
$64K +$64K +1,889 New
CCM
868
Covington Capital Management
California
$63K -$6.58K -195 -9%
CB
869
CNB Bank
Pennsylvania
$62K – – –
RMC
870
Resources Management Corp
Connecticut
$59K +$2.05K +60 +4%
BCA
871
Berman Capital Advisors
Georgia
$59K +$17.3K +524 +41%
ECM
872
Estabrook Capital Management
New York
$58.1K – – –
IUHSA
873
Itau Unibanco Holding S.A.
Brazil
$58K +$34.1K +1,011 +143%
LC
874
Lindbrook Capital
California
$57K +$2.7K +79 +5%
NICM
875
Neo Ivy Capital Management
New York
$55K +$55K +1,610 New
33 34
35
36 37