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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 %
GG
1001
Gleason Group
Kentucky
$63K 1,297 +8 +0.6%
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$62K 1,281 -7 -0.5%
BHWM
1003
Bay Harbor Wealth Management
Maryland
$62K 1,288 +42 +3%
LC
1004
Lindbrook Capital
California
$61K 1,257 -403 -24%
ECM
1005
Estabrook Capital Management
New York
$60.9K 1,260 -450 -26%
CFO
1006
CVA Family Office
Colorado
$59K 1,222 -150 -11%
EFSCE
1007
Enterprise Financial Services Corp (EFSC)
Missouri
$59K 1,214 – –
CSPIA
1008
Cary Street Partners Investment Advisory
Virginia
$59K 1,226 +1,226 New
IBOK
1009
Independence Bank of Kentucky
Kentucky
$58K 1,200 -500 -29%
BFC
1010
Bedel Financial Consulting
Indiana
$58K 1,194 – –
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K 1,145 – –
SIM
1012
Sonora Investment Management
Arizona
$54K 1,126 – –
EWA
1013
Evolution Wealth Advisors
Florida
$54K 1,110 +1,000 +909%
MHR
1014
Matthew Hamilton Rosenberg
$53K 1,097 – –
RMC
1015
Resources Management Corp
Connecticut
$52K 1,076 -650 -38%
CAL
1016
Capital Advisors Ltd
Ohio
$52K 1,081 – –
WB
1017
Webster Bank
Connecticut
$52K 1,082 – –
GWS
1018
Glassman Wealth Services
Virginia
$52K 1,080 +248 +30%
SQA
1019
Simon Quick Advisors
New Jersey
$52K 1,077 +670 +165%
AW
1020
Alpha Windward
Massachusetts
$50K 1,040 – –
RWA
1021
Ropes Wealth Advisors
Massachusetts
$48K 1,000 -118 -11%
FNBOSM
1022
First National Bank of South Miami
Florida
$48K 1,000 – –
First Manhattan
1023
First Manhattan
New York
$47K 990 -464 -32%
WPA
1024
West Paces Advisors
Georgia
$45.8K 947 – –
GFPC
1025
Global Financial Private Client
Florida
$45.6K 964 – –
39 40
41
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