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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
$2.05B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
BlackRock
New York
$7.51B
5
Primecap Management
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$131M
2
VH
ValueAct Holdings
California
$568M
3
Invesco
Invesco
Georgia
$1.02B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
Easterly Investment Partners
Massachusetts
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
976
Mutual Advisors
Nebraska
$354K +$354K +5,160 New
HPC
977
HM Payson & Co
Maine
$351K +$71.6K +1,045 +26%
AIA
978
Arbor Investment Advisors
North Carolina
$349K -$2.74K -40 -0.8%
SFS
979
Strategic Financial Services
New York
$348K -$45.9K -670 -12%
EH
980
Employers Holdings
Nevada
$347K +$347K +5,059 New
LHC
981
Little House Capital
Massachusetts
$347K +$347K +5,073 New
BCM
982
Bayesian Capital Management
New York
$345K -$3.52M -51,363 -91%
WP
983
WealthSource Partners
California
$344K -$58.6K -854 -15%
LIG
984
Lokken Investment Group
Delaware
$344K +$344K +5,021 New
HPCM
985
Hunter Perkins Capital Management
Illinois
$343K +$343K +5,000 New
WWM
986
Western Wealth Management
Colorado
$341K -$21.6K -316 -6%
IA
987
IFG Advisors
Missouri
$341K – – –
IWM
988
IHT Wealth Management
Illinois
$341K +$47.8K +697 +16%
ACM
989
Advisors Capital Management
New Jersey
$341K +$341K +4,980 New
LGA
990
Lebenthal Global Advisors
New York
$339K +$339K +4,953 New
NFC
991
Northeast Financial Consultants
Connecticut
$336K +$336K +4,897 New
Cohen & Steers
992
Cohen & Steers
New York
$333K +$38.5K +562 +13%
S
993
Seeyond
France
$333K +$170K +2,489 +104%
CT
994
Cambridge Trust
Massachusetts
$333K +$333K +4,862 New
AFP
995
Ausdal Financial Partners
Iowa
$331K +$7.2K +105 +2%
AWAP
996
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$331K +$331K +4,835 New
RPC
997
Rossmore Private Capital
Connecticut
$330K – – –
PNC
998
Park National Corp
Ohio
$329K +$3.77K +55 +1%
CCC
999
Chelsea Counsel Company
California
$327K +$327K +4,776 New
CG
1000
Colony Group
Massachusetts
$326K +$11.9K +174 +4%
38 39
40
41 42