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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 %
OAJ
951
Ogorek Anthony Joseph
New York
$12K – – –
MCM
952
MV Capital Management
Maryland
$12K +$3.86K +117 +47%
LFG
953
Larson Financial Group
Missouri
$12K +$12K +339 New
EWM
954
EPG Wealth Management
Georgia
$11K -$3.02K -89 -22%
MF
955
Manchester Financial
California
$11K – – –
HDIM
956
Hanson & Doremus Investment Management
Vermont
$11K – – –
ClearBridge Investments
957
ClearBridge Investments
New York
$11K – – –
ACM
958
AUA Capital Management
Pennsylvania
$11K – – –
GWMIA
959
Global Wealth Management Investment Advisory
Florida
$11K +$846 +25 +8%
CPA
960
Cowen Prime Advisors
New York
$11K +$3.46K +100 +46%
ICM
961
Islay Capital Management
Texas
$10K – – –
GRP
962
Global Retirement Partners
California
$10K – – –
HS
963
Horan Securities
United States
$10K +$10K +300 New
RDWM
964
Red Door Wealth Management
Tennessee
$10K +$10K +313 New
AA
965
Advisory Alpha
Michigan
$9.37K – – –
NL
966
NVWM LLC
Pennsylvania
$9K -$1.13K -32 -11%
HI
967
Hudock Inc
Pennsylvania
$9K +$9K +275 New
SL
968
Savior LLC
Massachusetts
$8K -$1.22K -35 -13%
QAM
969
QCI Asset Management
New York
$8K – – –
1832 Asset Management
970
1832 Asset Management
Ontario, Canada
$8K – – –
FMP
971
Financial Management Professionals
Texas
$8K – – –
TF
972
TimeScale Financial
Massachusetts
$8K – – –
SFPG
973
Stonebridge Financial Planning Group
Florida
$8K +$8K +200 New
RFA
974
Reilly Financial Advisors
California
$7K -$5.86K -165 -46%
BCM
975
Bourgeon Capital Management
Connecticut
$7K – – –
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