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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 Market Value Shares Shares
Change 		Shares
Change %
PWMG
976
Prestige Wealth Management Group
New Jersey
$98K 2,029 – –
FCM
977
Firestone Capital Management
Florida
$98K 2,026 – –
IFA
978
Interactive Financial Advisors
Illinois
$97K 2,000 – –
WC
979
Wexford Capital
Florida
$97K 1,997 +1,997 New
PFS
980
Prospera Financial Services
Texas
$94K 1,948 +1,948 New
KTC
981
Kistler-Tiffany Companies
Pennsylvania
$93K 1,933 – –
CCM
982
Covington Capital Management
California
$90K 1,863 – –
HI
983
Hudock Inc
Pennsylvania
$87K 1,804 +1,502 +497%
LWA
984
Lenox Wealth Advisors
New York
$83K 1,715 +1,278 +292%
CDIA
985
Capital Directions Investment Advisors
Georgia
$79K 1,630 – –
VNA
986
Valley National Advisers
Pennsylvania
$78K 1,604 -712 -31%
RWG
987
Regal Wealth Group
California
$76K 1,568 – –
FCH
988
Freestone Capital Holdings
Washington
$75.1K 1,554 +1,554 New
BCA
989
Berman Capital Advisors
Georgia
$74K 1,561 -503 -24%
SSB
990
Sandy Spring Bank
Maryland
$73K 1,500 – –
SIM
991
Sentry Investment Management
Wisconsin
$72K 1,487 -66,076 -98%
PCM
992
Penserra Capital Management
California
$72K 1,496 -15,506 -91%
CA
993
Clearstead Advisors
Ohio
$68K 1,416 -174 -11%
SCM
994
Silvant Capital Management
Georgia
$66K 1,357 – –
FMP
995
Financial Management Professionals
Texas
$66K 1,360 +5 +0.4%
ED
996
Exane Derivatives
France
$65.3K 1,350 -11,475 -89%
PS
997
Planned Solutions
California
$65K 1,352 +1,352 New
C
998
Cerebellum
California
$64K 1,326 -235 -15%
SAM
999
Security Asset Management
New York
$64K 1,320 +1,320 New
OC
1000
Oakworth Capital
Alabama
$63K 1,300 – –
38 39
40
41 42