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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 %
PVWM
851
Point View Wealth Management
New Jersey
$567K +$249K +3,631 +78%
ECM
852
ExodusPoint Capital Management
New York
$566K +$566K +8,259 New
SRC
853
Shufro Rose & Co
New York
$563K -$20.5K -300 -4%
IAIM
854
International Assets Investment Management
Florida
$559K +$559K +59,810 New
III
855
Independent Investors Inc
New York
$556K +$68.5K +1,000 +14%
RSS
856
Rosenblum Silverman Sutton
California
$555K -$54.8K -800 -9%
EW
857
Evoke Wealth
California
$554K +$172K +2,511 +45%
LSAG
858
Lake Street Advisors Group
New Hampshire
$549K +$102K +1,485 +23%
SFO
859
Standard Family Office
South Dakota
$549K +$549K +8,009 New
PA
860
Procyon Advisors
Connecticut
$547K +$18.2K +266 +3%
FPCP
861
Fort Point Capital Partners
California
$546K -$258K -3,765 -32%
BB
862
Busey Bank
Illinois
$544K -$149K -2,178 -22%
FHC
863
First Horizon Corporation
Tennessee
$541K +$43.8K +639 +9%
RIG
864
Renaissance Investment Group
Massachusetts
$540K – – –
WBG
865
Wharton Business Group
Pennsylvania
$540K – – –
QP
866
Quilter Plc
United Kingdom
$540K – – –
SAM
867
Strategy Asset Managers
California
$539K -$68.5K -1,000 -11%
AMC
868
Asset Management Corp
Illinois
$539K +$38.8K +515 +8%
MIC
869
Meridian Investment Counsel
California
$534K +$534K +7,796 New
WOC
870
West Oak Capital
California
$528K -$20.6K -300 -4%
BTWM
871
Baker Tilly Wealth Management
Wisconsin
$528K +$528K +7,698 New
GLA
872
Good Life Advisors
Pennsylvania
$525K -$99.4K -1,449 -16%
TCM
873
Tributary Capital Management
Nebraska
$521K +$521K +7,600 New
FCI
874
Financial Counselors Inc
Kansas
$520K +$27.1K +396 +6%
DIA
875
Davidson Investment Advisors
Montana
$517K – – –
33 34
35
36 37