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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 %
PL
876
Perpetual Ltd
Australia
$266K – – –
SIC
877
Salem Investment Counselors
North Carolina
$264K +$2.42K +50 +0.9%
CFGS
878
Concourse Financial Group Securities
Alabama
$262K -$7.45K -154 -3%
WCA
879
Windsor Creek Advisors
Vermont
$261K +$261K +5,400 New
DWA
880
Douglass Winthrop Advisors
New York
$260K +$145 +3 +0.1%
GVAG
881
Great Valley Advisor Group
Delaware
$260K +$8.59K +178 +3%
PCIA
882
Prime Capital Investment Advisors
Kansas
$258K -$1.91M -39,500 -88%
BBWA
883
Bell & Brown Wealth Advisors
California
$257K +$1.73K +34 +0.7%
WWM
884
Western Wealth Management
Colorado
$256K -$9.42K -195 -4%
CANY
885
Caxton Associates (New York)
New York
$256K +$256K +5,288 New
TSS
886
Two Sigma Securities
New York
$255K -$314K -6,496 -55%
PCM
887
Perritt Capital Management
Illinois
$255K – – –
HIA
888
Harbor Investment Advisory
Maryland
$254K +$86.1K +1,781 +51%
IWA
889
Intercontinental Wealth Advisors
Texas
$251K -$193 -4 -0.1%
BOM
890
Bank of Marin
California
$250K – – –
PFM
891
Premier Fund Managers
United Kingdom
$250K – – –
TIA
892
Tiemann Investment Advisors
California
$249K +$3.63K +75 +1%
AIA
893
Arbor Investment Advisors
North Carolina
$248K +$248K +5,127 New
KA
894
Kovack Advisors
Florida
$248K +$248K +5,132 New
MAM
895
Mastrapasqua Asset Management
Tennessee
$247K +$247K +5,110 New
BBA
896
BLB&B Advisors
Pennsylvania
$245K -$17.2K -356 -7%
PTC
897
Private Trust Company
Ohio
$245K +$245K +5,071 New
T
898
TRUADVICE
Florida
$243K +$243K +4,987 New
IA
899
IFG Advisors
Missouri
$242K – – –
SYBT
900
Stock Yards Bank & Trust
Kentucky
$241K -$7.51K -155 -3%
34 35
36
37 38