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Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$286M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$186M
3
Franklin Resources
Franklin Resources
California
+$152M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$116M

Top Sellers

1
State Street
State Street
Massachusetts
-$236M
2
BlackRock
BlackRock
New York
-$231M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$96.8M
5
Man Group
Man Group
United Kingdom
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
1001
Glen Eagle Advisors
New Jersey
$3.43K +$3.43K +101 New
KFS
1002
Kelly Financial Services
Massachusetts
$3.41K – – –
TSW
1003
Thompson Siegel & Walmsley
Virginia
$3K -$36K -1,201 -92%
JCM
1004
Jacobi Capital Management
Pennsylvania
$3K -$6.28K -199 -68%
ST
1005
Sageworth Trust
Pennsylvania
$3K -$1.5K -50 -33%
WCM
1006
Wealthcare Capital Management
Virginia
$3K -$568 -14 -16%
LWA
1007
Lowe Wealth Advisors
Maryland
$3K – – –
GCM
1008
Gables Capital Management
Florida
$3K – – –
MFT
1009
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +100 New
PMFA
1010
Plante Moran Financial Advisors
Michigan
$2K -$5.91K -189 -75%
CFN
1011
Cordasco Financial Network
Florida
$2K -$4.09K -96 -67%
Kayne Anderson Rudnick Investment Management
1012
Kayne Anderson Rudnick Investment Management
California
$2K – – –
LF
1013
Lee Financial
Texas
$2K – – –
BAM
1014
Bellevue Asset Management
Washington
$2K – – –
FANJ
1015
Financial Architects (New Jersey)
New Jersey
$2K – – –
MIM
1016
Macroview Investment Management
Maryland
$2K +$2K +65 New
SJIM
1017
St. Johns Investment Management
Florida
$1K -$2.58K -49 -72%
LWM
1018
Liberty Wealth Management
California
$1K -$367 -11 -27%
SIS
1019
Sound Income Strategies
Florida
$1K – – –
GC
1020
Globeflex Capital
California
$1K – – –
CWM
1021
Cranbrook Wealth Management
Michigan
$1K – – –
APW
1022
Acima Private Wealth
Virginia
$1K – – –
CAM
1023
ClariVest Asset Management
California
$1K +$1K +15 New
PCTC
1024
Perkins Coie Trust Company
Washington
$1K +$1K +21 New
GSWM
1025
Golden State Wealth Management
California
$1K +$1K +41 New
39 40
41
42 43