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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
$4.6B
2
Fisher Asset Management
Fisher Asset Management
Washington
$409M
3
GA
Greenhaven Associates
New York
$459M
4
Goldman Sachs
Goldman Sachs
New York
$848M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$445M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
Invesco
Georgia
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
851
Great Valley Advisor Group
Delaware
$251K +$251K +5,211 New
BBWA
852
Bell & Brown Wealth Advisors
California
$250K +$250K +5,015 New
BOM
853
Bank of Marin
California
$249K +$249K +5,163 New
SYBT
854
Stock Yards Bank & Trust
Kentucky
$247K +$247K +5,131 New
PWM
855
PRW Wealth Management
Massachusetts
$246K +$246K +5,093 New
CWM
856
Centric Wealth Management
Illinois
$245K +$245K +5,072 New
TIA
857
Tiemann Investment Advisors
California
$245K +$245K +5,075 New
TL
858
TrueWealth LLC
Georgia
$242K -$1.45K -30 -0.6%
IA
859
IFG Advisors
Missouri
$241K +$241K +4,983 New
IWC
860
Integrated Wealth Concepts
Massachusetts
$238K +$238K +4,924 New
CHAM
861
Clear Harbor Asset Management
Connecticut
$237K +$237K +4,900 New
HPC
862
HM Payson & Co
Maine
$236K – – –
EWA
863
Exencial Wealth Advisors
Oklahoma
$236K +$236K +4,882 New
PNC
864
Park National Corp
Ohio
$234K +$234K +4,844 New
RPC
865
Rossmore Private Capital
Connecticut
$233K +$233K +4,815 New
TC
866
TradeLink Capital
Illinois
$232K +$232K +4,800 New
VWA
867
Visionary Wealth Advisors
Illinois
$232K +$232K +4,804 New
PFGIA
868
Patriot Financial Group Insurance Agency
Massachusetts
$230K +$17.8K +480 +8%
RMA
869
Roffman Miller Associates
Pennsylvania
$230K +$230K +4,761 New
BOH
870
Bank of Hawaii
Hawaii
$228K -$107K -2,223 -32%
HKAM
871
Horizon Kinetics Asset Management
New York
$227K -$277K -5,741 -55%
NSIM
872
North Star Investment Management
Illinois
$226K -$333K -6,886 -60%
GWM
873
Geneos Wealth Management
Colorado
$224K -$4.04K -86 -2%
IC
874
InterOcean Capital
Illinois
$224K +$224K +4,634 New
CG
875
Colony Group
Massachusetts
$224K +$224K +4,642 New
33 34
35
36 37