MS icon

Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.11%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.57B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.26B
4
BlackRock
BlackRock
New York
+$1.16B
5
Primecap Management
Primecap Management
California
+$827M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$397M
2
VH
ValueAct Holdings
California
-$220M
3
Invesco
Invesco
Georgia
-$129M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$112M
5
EIP
Easterly Investment Partners
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
951
Maven Securities
Jersey
$386K +$386K +5,622 New
MFA
952
Mayflower Financial Advisors
Massachusetts
$386K +$386K +5,631 New
QT
953
Quantbot Technologies
New York
$384K -$3.05M -44,543 -89%
OWA
954
One Wealth Advisors
California
$384K -$18.7K -272 -5%
HIA
955
Harbor Investment Advisory
Maryland
$384K +$23.6K +344 +7%
EWM
956
Evermay Wealth Management
Virginia
$382K -$15.8K -231 -4%
FFBTD
957
First Financial Bank - Trust Division
Ohio
$382K -$961 -14 -0.3%
SCA
958
Snowden Capital Advisors
New York
$378K +$378K +5,519 New
OIA
959
OneDigital Investment Advisors
Kansas
$377K +$86.4K +1,262 +30%
WC
960
Weil Company
California
$375K +$375K +5,468 New
EB
961
Eastern Bank
Massachusetts
$374K -$14.1K -205 -4%
PIM
962
Perpetual Investment Management
Australia
$373K +$373K +5,500 New
PRC
963
Pearl River Capital
Michigan
$371K -$2.12M -30,906 -85%
SIC
964
Salem Investment Counselors
North Carolina
$370K -$3.43K -50 -0.9%
NC
965
NBW Capital
Massachusetts
$363K +$363K +5,298 New
VWA
966
V Wealth Advisors
Kansas
$362K +$362K +5,283 New
PCM
967
Perritt Capital Management
Illinois
$361K – – –
PFM
968
Premier Fund Managers
United Kingdom
$360K – – –
IWA
969
Intercontinental Wealth Advisors
Texas
$360K +$4.18K +61 +1%
OPS
970
Orion Portfolio Solutions
Nebraska
$360K +$21.2K +309 +6%
AFS
971
Annapolis Financial Services
Maryland
$360K +$360K +5,248 New
IWC
972
Integrated Wealth Concepts
Massachusetts
$358K +$35.1K +511 +11%
CC
973
Centiva Capital
New York
$356K -$925K -13,512 -72%
SYBT
974
Stock Yards Bank & Trust
Kentucky
$356K +$15.1K +221 +4%
BG
975
Bahl & Gaynor
Ohio
$355K +$355K +5,182 New
37 38
39
40 41