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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 %
VHAM
876
Van Hulzen Asset Management
California
$515K -$4.73K -69 -0.9%
SIA
877
Strategic Investment Advisors
Michigan
$515K +$11.8K +172 +2%
CMANY
878
Capital Management Associates (New York)
New York
$514K +$514K +7,500 New
WA
879
Wealth Alliance
New York
$511K +$52.1K +760 +11%
PTC
880
Private Trust Company
Ohio
$505K +$158K +2,309 +46%
LTI
881
Laffer Tengler Investments
Tennessee
$504K -$95K -1,400 -16%
SWA
882
Stratos Wealth Advisors
Ohio
$501K +$52.9K +771 +12%
IIC
883
Ironwood Investment Counsel
Arizona
$494K +$494K +7,222 New
AFS
884
Aft Forsyth & Sober
Florida
$493K +$493K +7,200 New
SM
885
Salzhauer Michael
$489K – – –
BBA
886
BLB&B Advisors
Pennsylvania
$486K +$139K +2,034 +40%
ICG
887
InterOcean Capital Group
Tennessee
$483K +$483K +7,045 New
EMG
888
ETF Managers Group
New Jersey
$483K +$483K +7,124 New
PFBT
889
Parkside Financial Bank & Trust
Missouri
$482K +$38.3K +559 +9%
BCI
890
Brinker Capital Investments
Pennsylvania
$481K -$2.55M -37,170 -84%
OIA
891
Optimum Investment Advisors
Illinois
$476K – – –
AW
892
ACG Wealth
Georgia
$472K -$351K -5,127 -43%
PFGIA
893
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$52.9K +773 +13%
VFA
894
Valeo Financial Advisors
Indiana
$471K +$190K +2,776 +68%
WAM
895
Wolverine Asset Management
Illinois
$469K -$346K -5,065 -42%
NPF
896
Norris Perne & French
Michigan
$469K +$45.9K +670 +11%
AWM
897
Avior Wealth Management
Nebraska
$469K +$464K +6,768 +8,567%
JWCA
898
J.W. Cole Advisors
Florida
$468K -$358K -5,222 -43%
BCWM
899
Bartlett & Co Wealth Management
Ohio
$466K +$33.6K +491 +8%
BC
900
Bartlett & Co
Ohio
$466K +$33.6K +491 +8%
34 35
36
37 38