MS icon

Morgan Stanley
MS

Overview Fund Activity

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.06%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M

Top Buyers

1
Barclays
Barclays
United Kingdom
$345M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$337M
3
Citadel Advisors
Citadel Advisors
Florida
$372M
4
Northern Trust
Northern Trust
Illinois
$758M
5
VNIM
Vaughan Nelson Investment Management
Texas
$85.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$300M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.25B
3
VH
ValueAct Holdings
California
$556M
4
Franklin Resources
Franklin Resources
California
$440M
5
BlackRock
BlackRock
New York
$4.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
CH
851
Canton Hathaway
Rhode Island
$290K – – –
TAM
852
Trust Asset Management
Texas
$290K +$290K +5,997 New
PL
853
Plancorp LLC
Missouri
$287K +$1.74K +36 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
854
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$286K +$286K +5,917 New
VWA
855
Visionary Wealth Advisors
Illinois
$285K +$52.8K +1,093 +23%
LC
856
Lavaca Capital
Texas
$285K +$285K +5,887 New
OWA
857
One Wealth Advisors
California
$284K -$15.3K -316 -5%
WP
858
WealthSource Partners
California
$284K -$14.5K -300 -5%
DSC
859
Duncker Streett & Co
Missouri
$284K – – –
MF
860
Magnetar Financial
Illinois
$284K +$284K +5,878 New
ST
861
Smithfield Trust
Pennsylvania
$282K +$7.55K +156 +3%
EWM
862
Evermay Wealth Management
Virginia
$281K – – –
PCA
863
Personal Capital Advisors
California
$281K +$73.7K +1,524 +36%
MC
864
Moors & Cabot
Massachusetts
$280K +$280K +5,796 New
SFS
865
Strategic Financial Services
New York
$278K -$37.7K -780 -12%
ADL
866
Asset Dedication LLC
California
$278K +$199K +4,076 +254%
HPWM
867
Highland Private Wealth Management
Washington
$275K +$4.07K +84 +2%
DC
868
Davenport & Co
Virginia
$274K +$274K +5,673 New
EB
869
Eastern Bank
Massachusetts
$273K -$72K -1,491 -21%
CCFCSB
870
Cape Cod Five Cents Savings Bank
Massachusetts
$273K -$1.31K -27 -0.5%
GIA
871
Gladstone Institutional Advisory
Florida
$273K +$273K +5,650 New
CWM
872
Circle Wealth Management
New Jersey
$272K -$137K -2,837 -34%
EW
873
Evoke Wealth
California
$270K -$1.94K -40 -0.7%
FFBTD
874
First Financial Bank - Trust Division
Ohio
$270K -$919 -19 -0.3%
PBO
875
Peoples Bank (Ohio)
Ohio
$269K +$7.48K +155 +3%
33 34
35
36 37