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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 %
CIS
876
Capital International Sarl
California
$53K – – –
RWG
877
Regal Wealth Group
California
$53K – – –
AIC
878
Ameritas Investment Company
Nebraska
$53K +$25.2K +750 +91%
SSB
879
Sandy Spring Bank
Maryland
$53K +$53K +1,574 New
SIM
880
Sentry Investment Management
Wisconsin
$51K -$2.67M -78,970 -98%
FRA
881
Front Row Advisors
California
$51K +$6.2K +156 +14%
First Manhattan
882
First Manhattan
New York
$49K +$15.6K +464 +47%
BWA
883
BDO Wealth Advisors
Florida
$47K +$33.3K +989 +244%
KFI
884
Key Financial Inc
Pennsylvania
$47K +$47K +1,355 New
SCM
885
Silvant Capital Management
Georgia
$46K – – –
AWA
886
Arkadios Wealth Advisors
Georgia
$45K -$3.4K -100 -7%
OC
887
Oakworth Capital
Alabama
$44K -$10.2K -300 -19%
EFSCE
888
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$12.1K +353 +38%
HFM
889
Harvest Fund Management
China
$44K +$18.2K +537 +70%
EI
890
Ellevest Inc
New York
$44K +$20.3K +592 +85%
CBT
891
Capital Bank & Trust
California
$43K +$508 +15 +1%
GG
892
Gleason Group
Kentucky
$42K -$173K -5,050 -80%
BFC
893
Bedel Financial Consulting
Indiana
$41K +$17K +494 +71%
CFA
894
Carroll Financial Associates
North Carolina
$40K – – –
MHR
895
Matthew Hamilton Rosenberg
$38K +$38K +1,097 New
CAL
896
Capital Advisors Ltd
Ohio
$37K – – –
MRCM
897
M&R Capital Management
New Jersey
$35K -$7.92K -238 -18%
BHWM
898
Bay Harbor Wealth Management
Maryland
$35K +$4.77K +140 +16%
ADL
899
Asset Dedication LLC
California
$34K -$78.3K -2,355 -70%
SFSIG
900
San Francisco Sentry Investment Group
California
$34K -$3.3K -96 -9%
34 35
36
37 38