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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 %
MAM
876
Meeder Asset Management
Ohio
$222K -$85.9K -1,775 -28%
AWM
877
Avior Wealth Management
Nebraska
$222K – – –
WTFG
878
Wells Trecaso Financial Group
Ohio
$221K -$72.3K -1,500 -25%
OPS
879
Orion Portfolio Solutions
Nebraska
$220K -$918 -19 -0.4%
MA
880
Montag & Associates
Georgia
$220K +$220K +4,554 New
Cetera Investment Advisers
881
Cetera Investment Advisers
Illinois
$220K +$220K +4,589 New
QCG
882
Quadrant Capital Group
Ohio
$219K -$219K -4,528 -50%
PPP
883
Private Portfolio Partners
New Jersey
$218K +$218K +4,512 New
IIC
884
Ironwood Investment Counsel
Arizona
$218K +$218K +4,514 New
EWG
885
Executive Wealth Group
Washington
$218K +$218K +4,513 New
AF
886
Advisornet Financial
Minnesota
$216K -$68.4K -1,415 -24%
PWM
887
Perigon Wealth Management
California
$216K +$216K +4,478 New
PHS
888
Pekin Hardy Strauss
Illinois
$214K +$214K +4,440 New
PCS
889
Personal CFO Solutions
New Jersey
$213K +$213K +4,403 New
PVWM
890
Point View Wealth Management
New Jersey
$213K +$213K +4,407 New
CCM
891
CWH Capital Management
Washington
$213K +$213K +4,417 New
BCM
892
Bluefin Capital Management
New York
$209K +$209K +4,328 New
Cohen & Steers
893
Cohen & Steers
New York
$208K +$73.6K +1,521 +55%
OIA
894
OneDigital Investment Advisors
Kansas
$208K +$208K +4,314 New
GWM
895
Greenwich Wealth Management
Connecticut
$208K +$208K +4,316 New
PCA
896
Personal Capital Advisors
California
$207K +$207K +4,290 New
RCAG
897
Rehmann Capital Advisory Group
Michigan
$207K +$207K +4,276 New
FCFC
898
First Citizens Financial Corp
Iowa
$206K +$206K +4,260 New
SWMG
899
Strategic Wealth Management Group
Maryland
$205K +$205K +4,242 New
BAM
900
Berkshire Asset Management
Pennsylvania
$204K -$536K -11,110 -72%
34 35
36
37 38