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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
+$1.57B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.26B
4
BlackRock
BlackRock
New York
+$1.16B
5
Primecap Management
Primecap Management
California
+$827M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$397M
2
VH
ValueAct Holdings
California
-$220M
3
Invesco
Invesco
Georgia
-$129M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$112M
5
EIP
Easterly Investment Partners
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
1026
Main Street Financial Solutions
Pennsylvania
$291K +$291K +4,249 New
DWM
1027
Destination Wealth Management
California
$290K +$290K +4,229 New
CT
1028
Columbia Trust
Oregon
$290K +$290K +4,243 New
CWP
1029
Curated Wealth Partners
California
$289K +$289K +4,214 New
ACI
1030
Alpha Cubed Investments
California
$289K +$289K +4,215 New
AWG
1031
Altus Wealth Group
Colorado
$287K +$287K +4,189 New
BMM
1032
Buffington Mohr McNeal
Idaho
$286K +$1.44K +21 +0.5%
PFP
1033
Pinnacle Financial Partners
Tennessee
$286K +$286K +4,178 New
KA
1034
KLCM Advisors
Wisconsin
$283K -$2.26K -33 -0.8%
PWPS
1035
Pinnacle Wealth Planning Services
Ohio
$283K +$283K +4,128 New
FNB
1036
Farmers National Bank
Kentucky
$282K +$282K +4,122 New
CWM
1037
Curi Wealth Management
North Carolina
$281K +$281K +4,101 New
BBNA
1038
Bremer Bank National Association
Minnesota
$278K +$278K +4,052 New
ACM
1039
Allred Capital Management
Texas
$277K +$277K +4,054 New
GIA
1040
GHP Investment Advisors
Colorado
$275K +$275K +4,006 New
LCS
1041
Levin Capital Strategies
New York
$274K -$185K -2,700 -40%
EI
1042
Ellevest Inc
New York
$274K +$120K +1,742 +77%
FI
1043
FormulaFolio Investments
Michigan
$274K +$274K +3,993 New
NCP
1044
NexWave Capital Partners
New York
$274K +$274K +4,000 New
CIC
1045
Crawford Investment Counsel
Georgia
$274K +$274K +4,000 New
WCA
1046
Westover Capital Advisors
Delaware
$274K +$274K +4,000 New
DWM
1047
Dorchester Wealth Management
Quebec, Canada
$274K +$274K +4,000 New
CFGS
1048
Concourse Financial Group Securities
Alabama
$273K -$98.8K -1,439 -27%
NFG
1049
Next Financial Group
Texas
$273K +$83.7K +1,224 +44%
RMDI
1050
R.M. Davis Inc
Maine
$272K +$272K +3,971 New
40 41
42
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