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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 %
Cohen & Steers
926
Cohen & Steers
New York
$208K – – –
GWM
927
Greenwich Wealth Management
Connecticut
$207K -$1.79K -37 -0.9%
IWM
928
IHT Wealth Management
Illinois
$207K +$207K +4,278 New
FCFC
929
First Citizens Financial Corp
Iowa
$206K – – –
SWMG
930
Strategic Wealth Management Group
Maryland
$206K +$1.11K +23 +0.5%
OIA
931
OneDigital Investment Advisors
Kansas
$205K -$3.28K -68 -2%
CFG
932
Citizens Financial Group
Rhode Island
$204K -$55.5K -1,158 -21%
BB
933
Berkshire Bank
Massachusetts
$204K +$204K +4,218 New
VIA
934
Vantis Investment Advisers
Florida
$203K +$203K +4,200 New
BMM
935
Buffington Mohr McNeal
Idaho
$201K -$96.9K -2,000 -33%
PAMP
936
Polar Asset Management Partners
Ontario, Canada
$201K +$201K +4,148 New
KA
937
KLCM Advisors
Wisconsin
$201K +$201K +4,167 New
VFA
938
Valeo Financial Advisors
Indiana
$198K -$106K -2,197 -35%
HPC
939
HM Payson & Co
Maine
$197K -$38.9K -806 -16%
NHC
940
Nicholas Hoffman & Company
Georgia
$186K +$186K +3,844 New
GWM
941
Geneos Wealth Management
Colorado
$182K -$41.6K -887 -19%
HBT
942
Hills Bank & Trust
Iowa
$180K +$180K +3,737 New
CF
943
Centaurus Financial
California
$178K +$178K +3,678 New
KPCM
944
Kings Point Capital Management
New York
$175K -$144K -2,972 -45%
EDRH
945
Edmond de Rothschild Holding
Switzerland
$174K -$12.1K -250 -7%
PK
946
Pflug Koory
Nebraska
$173K -$20.1K -415 -10%
HWA
947
Heritage Wealth Advisors
Virginia
$171K +$2.61K +54 +2%
RCC
948
Red Cedar Capital
Nebraska
$169K – – –
RCG
949
Rock Creek Group
District of Columbia
$168K -$7.79K -161 -4%
FMLI
950
Fukoku Mutual Life Insurance
Japan
$164K – – –
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