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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 %
SFA
926
Semmax Financial Advisors
North Carolina
$23K – – –
LWCFA
927
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K +$1.83K +54 +9%
SGAM
928
Smith Group Asset Management
Texas
$22K +$16.3K +489 +288%
CMA
929
Cedar Mountain Advisors
Oregon
$22K +$22K +656 New
BC
930
Barnett & Company
Tennessee
$21K -$1.33K -40 -6%
FMII
931
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
GAM
932
Gemmer Asset Management
California
$21K – – –
PGAM
933
Princeton Global Asset Management
New Jersey
$21K – – –
TFGT
934
TS Financial Group (TSFG)
Illinois
$21K – – –
BL
935
Balentine LLC
Georgia
$21K +$13.3K +391 +171%
VC
936
Voss Capital
Texas
$20K -$15K -15,000 -43%
HCM
937
Horrell Capital Management
Arkansas
$20K – – –
TA
938
Thor Advisors
New York
$20K +$20K +599 New
HI
939
Human Investing
Oregon
$19K – – –
FFC
940
First Financial Corp
Indiana
$19K +$6.15K +182 +48%
Loomis, Sayles & Company
941
Loomis, Sayles & Company
Massachusetts
$17K -$60.7K -1,795 -78%
ME
942
McIlrath & Eck
Washington
$17K – – –
IA
943
IndexIQ Advisors
New York
$15K -$3.46M -99,045 -100%
TWA
944
TCI Wealth Advisors
Arizona
$15K -$24.6K -745 -62%
WFMPM
945
Woodley Farra Manion Portfolio Management
Indiana
$15K – – –
MWM
946
MBE Wealth Management
Wisconsin
$15K +$15K +451 New
SNT
947
Security National Trust
West Virginia
$14K – – –
AA
948
AlphaMark Advisors
Kentucky
$14K – – –
CC
949
Colrain Capital
Massachusetts
$14K – – –
BII
950
Bainco International Investors
Massachusetts
$13K +$13K +368 New
36 37
38
39 40