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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.

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
1
T. Rowe Price Associates
Maryland
$4.6B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$409M
3
GA
3
Greenhaven Associates
New York
$459M
4
Goldman Sachs
4
Goldman Sachs
New York
$848M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$445M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
2
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
5
Invesco
Georgia
$922M
Name Market Value Shares Shares
Change 		Shares
Change %
WB
976
Webster Bank
Connecticut
$52K 1,082 +1,082 New
KWM
977
Keebeck Wealth Management
Illinois
$51K 1,060 +1,060 New
AW
978
Alpha Windward
Massachusetts
$50K 1,040 +1,040 New
FNBOSM
979
First National Bank of South Miami
Florida
$48K 1,000 – –
GFPC
980
Global Financial Private Client
Florida
$45.9K 964 – –
WPA
981
West Paces Advisors
Georgia
$45.7K 947 – –
FRA
982
Front Row Advisors
California
$44K 905 -378 -29%
MRCM
983
M&R Capital Management
New Jersey
$43K 896 -156 -15%
BWA
984
Burt Wealth Advisors
Maryland
$43K 884 – –
EWM
985
Endurance Wealth Management
Rhode Island
$42K 867 – –
GRP
986
Global Retirement Partners
California
$42K 871 +563 +183%
AWM
987
Apollon Wealth Management
South Carolina
$42K 865 +865 New
TFO
988
Tarbox Family Office
California
$41K 839 -19 -2%
AWM
989
AllSquare Wealth Management
New York
$41K 853 – –
GWS
990
Glassman Wealth Services
Virginia
$40K 832 +72 +9%
SFSIG
991
San Francisco Sentry Investment Group
California
$39K 806 -182 -18%
CCA
992
Column Capital Advisors
Indiana
$39K 822 -31 -4%
LAS
993
Lloyd Advisory Services
Georgia
$39K 803 -4 -0.5%
PCC
994
Park Circle Company
Maryland
$39K 800 – –
SFG
995
Sowa Financial Group
Rhode Island
$38K 794 – –
HWA
996
HHM Wealth Advisors
Tennessee
$37K 757 – –
CMA
997
Cedar Mountain Advisors
Oregon
$36K 743 +87 +13%
SWA
998
Sutton Wealth Advisors
Florida
$35.5K 736 -37 -5%
SLF
999
Sun Life Financial
Ontario, Canada
$34K 701 -16 -2%
SA
1000
SRH Advisors
Kansas
$34K 705 +5 +0.7%
38 39
40
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