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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 %
VCM
1001
Vivaldi Capital Management
Illinois
$324K -$135K -1,976 -29%
FCFC
1002
First Citizens Financial Corp
Iowa
$322K +$30.4K +444 +10%
EHWM
1003
Eads & Heald Wealth Management
Georgia
$321K +$19.5K +285 +6%
FFG
1004
Frisch Financial Group
New York
$321K +$321K +4,682 New
KPW
1005
Kore Private Wealth
New York
$320K +$320K +4,666 New
CHAM
1006
Clear Harbor Asset Management
Connecticut
$319K -$17.2K -250 -5%
NSIM
1007
North Star Investment Management
Illinois
$317K -$2.74K -40 -0.9%
SWMG
1008
Strategic Wealth Management Group
Maryland
$316K +$23.4K +341 +8%
PPP
1009
Private Portfolio Partners
New Jersey
$316K +$1.65K +24 +0.5%
AF
1010
Advisornet Financial
Minnesota
$314K – – –
EWG
1011
Executive Wealth Group
Washington
$313K +$1.92K +28 +0.6%
AC
1012
Avestar Capital
New York
$313K +$313K +4,565 New
PAMP
1013
Polar Asset Management Partners
Ontario, Canada
$312K +$27.9K +407 +10%
OFS
1014
OneAscent Financial Services
Alabama
$311K -$287K -4,182 -48%
GA
1015
Geller Advisors
New York
$310K +$310K +2,481 New
STA
1016
Summit Trail Advisors
New York
$309K +$309K +4,512 New
EP
1017
Eudaimonia Partners
Tennessee
$307K +$137 +2 +0%
VCWA
1018
Vanguard Capital Wealth Advisors
Colorado
$305K +$305K +4,503 New
MWM
1019
Maltin Wealth Management
New Jersey
$304K +$304K +4,433 New
MFG
1020
MidWestOne Financial Group
Iowa
$303K – – –
SB
1021
Sunflower Bank
Texas
$303K +$303K +4,411 New
CFN
1022
Cordasco Financial Network
Florida
$302K +$2.74K +40 +0.9%
CA
1023
Calton & Associates
Florida
$301K +$301K +4,395 New
BOM
1024
Bank of Marin
California
$298K -$56.3K -820 -16%
FMBTD
1025
First Midwest Bank Trust Division
Illinois
$294K -$210K -3,058 -42%
39 40
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