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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.

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
1
Barclays
United Kingdom
$345M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$337M
3
Citadel Advisors
3
Citadel Advisors
Florida
$372M
4
Northern Trust
4
Northern Trust
Illinois
$758M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$85.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$300M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.25B
3
VH
3
ValueAct Holdings
California
$556M
4
Franklin Resources
4
Franklin Resources
California
$440M
5
BlackRock
5
BlackRock
New York
$4.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
951
MCF Advisors
Kentucky
$163K -$9.64K -200 -6%
AIM
952
Anchor Investment Management
South Carolina
$162K -$13.1K -270 -7%
EWM
953
Edge Wealth Management
New York
$145K – – –
FWM
954
Focused Wealth Management
New York
$142K – – –
JG
955
Jefferies Group
New York
$141K +$61.2K +1,265 +77%
APC
956
Aspire Private Capital
North Carolina
$137K +$17.7K +366 +15%
GI
957
Gradient Investments
Minnesota
$136K +$2.57K +53 +2%
WTC
958
WhitTier Trust Company
Nevada
$134K – – –
NFG
959
Next Financial Group
Texas
$134K +$134K +2,767 New
IA
960
IFP Advisors
Florida
$129K -$3.25K -68 -2%
PFO
961
Pathstone Family Office
New Jersey
$129K – – –
FFA
962
Founders Financial Alliance
North Carolina
$127K +$127K +2,558 New
AF
963
Allworth Financial
California
$121K -$14.3K -296 -11%
HCM
964
Highlander Capital Management
New Jersey
$121K – – –
SBL
965
Sargent Bickham Lagudis
Colorado
$121K +$48 +1 +0%
ATC
966
Adirondack Trust Company
New York
$118K -$3.4K -70 -3%
NSB
967
Norway Savings Bank
Maine
$116K – – –
S
968
Seeyond
France
$115K -$237K -4,911 -67%
ZB
969
Zions Bancorporation
Utah
$114K +$23.8K +493 +26%
CB
970
CNB Bank
Pennsylvania
$112K +$3.39K +70 +3%
UFF
971
USA Financial Formulas
Michigan
$111K +$111K +2,297 New
EI
972
Ellevest Inc
New York
$109K +$4.79K +99 +5%
HFM
973
Harvest Fund Management
China
$108K +$45K +929 +71%
Millennium Management
974
Millennium Management
New York
$101K +$83.2K +1,720,767 +455%
BWM
975
BerganKDV Wealth Management
Minnesota
$101K -$26.6K -551 -21%
37 38
39
40 41