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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 %
STA
901
Summit Trail Advisors
New York
$204K +$204K +4,218 New
EP
902
Eudaimonia Partners
Tennessee
$199K +$4.45K +92 +2%
CFN
903
Cordasco Financial Network
Florida
$197K +$195K +4,024 +8,562%
PK
904
Pflug Koory
Nebraska
$193K -$8.7K -180 -4%
EDRH
905
Edmond de Rothschild Holding
Switzerland
$185K -$20K -414 -10%
RCG
906
Rock Creek Group
District of Columbia
$176K -$792K -16,365 -82%
FQ
907
First Quadrant
California
$176K +$176K +3,637 New
AIM
908
Anchor Investment Management
South Carolina
$175K -$171K -3,550 -50%
MA
909
MCF Advisors
Kentucky
$173K +$9.52K +197 +6%
IA
910
IndexIQ Advisors
New York
$171K +$150K +3,109 +723%
RCC
911
Red Cedar Capital
Nebraska
$169K – – –
HWA
912
Heritage Wealth Advisors
Virginia
$168K +$9.95K +206 +6%
HIA
913
Harbor Investment Advisory
Maryland
$168K +$10.1K +209 +6%
FMLI
914
Fukoku Mutual Life Insurance
Japan
$164K – – –
EWM
915
Edge Wealth Management
New York
$145K -$48.3K -1,000 -25%
FWM
916
Focused Wealth Management
New York
$142K -$3.38K -70 -2%
KPW
917
Kore Private Wealth
New York
$139K -$48 -1 -0%
AF
918
Allworth Financial
California
$136K -$4.26K -88 -3%
WTC
919
WhitTier Trust Company
Nevada
$133K – – –
GI
920
Gradient Investments
Minnesota
$133K +$483 +10 +0.4%
IA
921
IFP Advisors
Florida
$131K +$21.3K +451 +19%
BWM
922
Baystate Wealth Management
Massachusetts
$129K -$63.5K -1,316 -33%
PFO
923
Pathstone Family Office
New Jersey
$129K – – –
BWM
924
BerganKDV Wealth Management
Minnesota
$128K +$26.7K +551 +26%
RWB
925
RMR Wealth Builders
New Jersey
$128K +$128K +2,655 New
35 36
37
38 39