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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 %
OPS
901
Orion Portfolio Solutions
Nebraska
$239K +$18.7K +387 +8%
QCG
902
Quadrant Capital Group
Ohio
$239K +$19.6K +406 +9%
CHAM
903
Clear Harbor Asset Management
Connecticut
$237K – – –
Loomis, Sayles & Company
904
Loomis, Sayles & Company
Massachusetts
$234K +$211K +4,366 +915%
RPC
905
Rossmore Private Capital
Connecticut
$233K – – –
PWM
906
Perigon Wealth Management
California
$232K +$15.4K +318 +7%
XS
907
XR Securities
Illinois
$232K +$232K +4,789 New
PNC
908
Park National Corp
Ohio
$229K -$4.83K -100 -2%
PHS
909
Pekin Hardy Strauss
Illinois
$229K +$14.5K +300 +7%
IWC
910
Integrated Wealth Concepts
Massachusetts
$228K -$10.5K -217 -4%
AFP
911
Ausdal Financial Partners
Iowa
$228K +$228K +4,721 New
NSIM
912
North Star Investment Management
Illinois
$226K – – –
PVWM
913
Point View Wealth Management
New Jersey
$225K +$11.6K +239 +5%
CG
914
Colony Group
Massachusetts
$222K -$2.91K -60 -1%
AF
915
Advisornet Financial
Minnesota
$222K +$5.52K +114 +3%
PPP
916
Private Portfolio Partners
New Jersey
$222K +$3.43K +71 +2%
EWG
917
Executive Wealth Group
Washington
$220K +$1.5K +31 +0.7%
EP
918
Eudaimonia Partners
Tennessee
$217K +$17.7K +366 +9%
RCAG
919
Rehmann Capital Advisory Group
Michigan
$217K +$10.1K +209 +5%
CIA
920
CSat Investment Advisory
Michigan
$214K -$210K -4,330 -50%
MFG
921
MidWestOne Financial Group
Iowa
$214K +$214K +4,416 New
EHWM
922
Eads & Heald Wealth Management
Georgia
$212K +$212K +4,395 New
CFN
923
Cordasco Financial Network
Florida
$211K +$14.3K +297 +7%
NIM
924
NuWave Investment Management
New Jersey
$211K +$210K +4,340 +14,467%
MA
925
Montag & Associates
Georgia
$209K -$11K -228 -5%
35 36
37
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