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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 %
IC
1076
Inscription Capital
Texas
– -$1.09M -21,359 Closed
ZCA
1077
Zeke Capital Advisors
Pennsylvania
– -$1.02M -20,039 Closed
GAG
1078
GM Advisory Group
New York
– -$1.01M -19,739 Closed
CA
1079
Cullinan Associates
Kentucky
– -$1.01M -19,700 Closed
MME
1080
Meag Munich Ergo
Germany
– -$993K -19,487 Closed
MCM
1081
Mork Capital Management
California
– -$976K -19,100 Closed
MA
1082
Montag & Associates
Georgia
– -$868K -16,976 Closed
CMTU
1083
Capital Markets Trading (UK)
United Kingdom
– -$814K -15,920 Closed
SMFG
1084
Sumitomo Mitsui Financial Group
Japan
– -$766K -15,000 Closed
LCM
1085
Landscape Capital Management
New Jersey
– -$704K -13,777 Closed
ISL
1086
Ingalls & Snyder LLC
New York
– -$691K -13,521 Closed
WC
1087
Weil Company
California
– -$661K -12,934 Closed
SSG
1088
Summit Securities Group
New York
– -$639K -12,500 Closed
MC
1089
Machina Capital
France
– -$631K -12,347 Closed
TFCP
1090
Twin Focus Capital Partners
Massachusetts
– -$603K -11,798 Closed
SAM
1091
Symphony Asset Management
California
– -$522K -10,214 Closed
IC
1092
InterOcean Capital
Illinois
– -$493K -9,634 Closed
CCA
1093
Catalyst Capital Advisors
New York
– -$465K -9,100 Closed
Verition Fund Management
1094
Verition Fund Management
Connecticut
– -$448K -8,763 Closed
FPA
1095
First Pacific Advisors
California
– -$437K -8,550 Closed
KWMG
1096
King Wealth Management Group
Florida
– -$419K -8,199 Closed
RMCM
1097
Reynders McVeigh Capital Management
Massachusetts
– -$396K -7,739 Closed
JWCA
1098
J.W. Cole Advisors
Florida
– -$391K -7,652 Closed
SS
1099
Sunbelt Securities
Texas
– -$381K -7,460 Closed
CA
1100
Calton & Associates
Florida
– -$371K -7,248 Closed
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