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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 %
IA
901
IFG Advisory
Georgia
$465K – – –
CH
902
Canton Hathaway
Rhode Island
$461K +$49.7K +725 +12%
CB
903
Community Bank
New York
$460K – – –
ED
904
Exane Derivatives
France
$458K +$366K +5,336 +395%
CFB
905
Cullen/Frost Bankers
Texas
$456K +$3.36K +49 +0.7%
HA
906
Harbor Advisors
Florida
$453K +$453K +6,608 New
AA
907
AQR Arbitrage
Connecticut
$453K +$453K +6,673 New
BWM
908
Buckley Wealth Management
Nevada
$451K -$195K -2,840 -30%
DSC
909
Duncker Streett & Co
Missouri
$450K +$47.7K +696 +12%
OAM
910
Optimal Asset Management
California
$449K +$617 +9 +0.1%
CBOR
911
Community Bank of Raymore
Missouri
$448K – – –
ST
912
Smithfield Trust
Pennsylvania
$447K +$47.5K +693 +12%
NRS
913
Neville Rodie & Shaw
New York
$445K +$445K +6,485 New
LDB
914
Lee, Danner & Bass
Tennessee
$444K – – –
MIH
915
Meitav Investment House
Israel
$438K -$61.9K -910 -12%
AWE
916
Avidian Wealth Enterprises
Texas
$438K +$274 +4 +0.1%
KFS
917
Kaizen Financial Strategies
California
$436K +$436K +6,364 New
JWCA
918
J.W. Coons Advisors
Ohio
$434K +$434K +6,356 New
BW
919
Bison Wealth
Georgia
$433K +$433K +6,321 New
AAS
920
Avantax Advisory Services
Texas
$432K -$433K -6,318 -50%
MAM
921
Mastrapasqua Asset Management
Tennessee
$430K +$79.6K +1,160 +23%
LNC
922
Lincoln National Corp
Pennsylvania
$430K +$430K +6,519 New
RCAG
923
Rehmann Capital Advisory Group
Michigan
$429K +$122K +1,779 +40%
PCS
924
Personal CFO Solutions
New Jersey
$427K -$29.6K -432 -6%
DWA
925
Douglass Winthrop Advisors
New York
$424K +$55.1K +804 +15%
35 36
37
38 39