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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 %
MMC
926
Mizuho Markets Cayman
Cayman Islands
$124K -$636K -13,140 -84%
ATC
927
Adirondack Trust Company
New York
$122K – – –
HCM
928
Highlander Capital Management
New Jersey
$121K – – –
SBL
929
Sargent Bickham Lagudis
Colorado
$121K +$48 +1 +0%
APC
930
Aspire Private Capital
North Carolina
$119K +$9.5K +197 +9%
NSB
931
Norway Savings Bank
Maine
$116K – – –
VNA
932
Valley National Advisers
Pennsylvania
$112K -$69K -1,427 -38%
CB
933
CNB Bank
Pennsylvania
$108K +$19.5K +405 +22%
EI
934
Ellevest Inc
New York
$104K +$41.9K +866 +67%
FCA
935
FinTrust Capital Advisors
South Carolina
$99K -$109K -2,265 -52%
FCM
936
Firestone Capital Management
Florida
$98K – – –
PWMG
937
Prestige Wealth Management Group
New Jersey
$98K – – –
BCA
938
Berman Capital Advisors
Georgia
$98K +$13K +274 +15%
IFA
939
Interactive Financial Advisors
Illinois
$97K – – –
KTC
940
Kistler-Tiffany Companies
Pennsylvania
$93K +$67.1K +1,395 +259%
ZB
941
Zions Bancorporation
Utah
$90K -$3.52K -73 -4%
CCM
942
Covington Capital Management
California
$90K -$145 -3 -0.2%
RMC
943
Resources Management Corp
Connecticut
$83K +$48 +1 +0.1%
ECM
944
Estabrook Capital Management
New York
$82.6K – – –
IBOK
945
Independence Bank of Kentucky
Kentucky
$82K -$9.65K -200 -11%
C
946
Cerebellum
California
$82K +$82K +1,561 New
LC
947
Lindbrook Capital
California
$80K -$482 -10 -0.6%
CDIA
948
Capital Directions Investment Advisors
Georgia
$79K +$33.2K +685 +72%
FHA
949
Flagship Harbor Advisors
Massachusetts
$79K +$37.9K +791 +92%
ADL
950
Asset Dedication LLC
California
$78K +$28.3K +583 +57%
36 37
38
39 40