MS icon

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 %
FNBOSM
901
First National Bank of South Miami
Florida
$34K – – –
RWA
902
Ropes Wealth Advisors
Massachusetts
$34K +$10.2K +300 +43%
WPA
903
West Paces Advisors
Georgia
$32.2K -$4.93K -145 -13%
CDIA
904
Capital Directions Investment Advisors
Georgia
$32K – – –
MPWT
905
MassMutual Private Wealth & Trust
Connecticut
$32K – – –
FCMT
906
Founders Capital Management (Texas)
Texas
$32K +$171 +5 +0.5%
GFPC
907
Global Financial Private Client
Florida
$30.5K – – –
BWA
908
Burt Wealth Advisors
Maryland
$30K – – –
CCA
909
Column Capital Advisors
Indiana
$29K -$5.64K -166 -16%
EWM
910
Endurance Wealth Management
Rhode Island
$29K – – –
AWM
911
AllSquare Wealth Management
New York
$29K – – –
FHA
912
Flagship Harbor Advisors
Massachusetts
$29K +$68 +2 +0.2%
TFO
913
Tarbox Family Office
California
$29K +$5.48K +162 +23%
OSNBOA
914
Old Second National Bank of Aurora
Illinois
$28K – – –
KTC
915
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
SFG
916
Sowa Financial Group
Rhode Island
$27K – – –
PCC
917
Park Circle Company
Maryland
$27K – – –
LAS
918
Lloyd Advisory Services
Georgia
$27K +$268 +8 +1%
VCP
919
Verus Capital Partners
Arizona
$27K +$447 +13 +2%
SWA
920
Sutton Wealth Advisors
Florida
$26.3K +$2.24K +66 +9%
GWS
921
Glassman Wealth Services
Virginia
$26K -$11.3K -329 -30%
HWA
922
HHM Wealth Advisors
Tennessee
$26K +$26K +757 New
O
923
Ossiam
France
$25K -$132K -3,862 -84%
SLF
924
Sun Life Financial
Ontario, Canada
$24K -$904 -27 -4%
SA
925
SRH Advisors
Kansas
$24K +$24K +700 New
35 36
37
38 39