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Morgan Stanley
MS

1,366 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 601 increasing their positions, 320 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 316 | Existing positions closed: 81

88% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 320

70% more funds holding in top 10

Funds holding in top 10: 33 → 56 (+23)

61% more capital invested

Capital invested by funds: $67.9B → $110B (+$41.7B)

19% more funds holding

Funds holding: 1,144 → 1,366 (+222)

1.81% less ownership

Funds ownership: 89.29% → 87.48% (-1.8%)

21% less call options, than puts

Call options by funds: $2.55B | Put options by funds: $3.23B

Holders
1,366
Holders Change
+222
Holders Change %
+19.41%
% of All Funds
24.17%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
316
Increased
601
Reduced
320
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.32B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.06B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.06B
4
BlackRock
BlackRock
New York
+$972M
5
Primecap Management
Primecap Management
California
+$693M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$332M
2
VH
ValueAct Holdings
California
-$185M
3
Invesco
Invesco
Georgia
-$108M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$93.5M
5
EIP
Easterly Investment Partners
Massachusetts
-$85.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1076
Freedom Investment Management
Connecticut
$243K +$204K +3,548 New
PFO
1077
Pathstone Family Office
New Jersey
$242K +$49.5K +863 +32%
SAM
1078
Security Asset Management
New York
$242K +$127K +2,211 +168%
SIA
1079
SkyView Investment Advisors
New Jersey
$242K +$203K +3,531 New
RCC
1080
Red Cedar Capital
Nebraska
$240K – – –
PCP
1081
Proficio Capital Partners
Massachusetts
$240K +$201K +3,496 New
NIM
1082
Northeast Investment Management
Massachusetts
$240K +$201K +3,500 New
CB
1083
CNB Bank
Pennsylvania
$239K +$67.8K +1,181 +51%
LFA
1084
Legacy Financial Advisors
Kentucky
$239K +$200K +3,484 New
CAI
1085
Capital Advisors Inc
Oklahoma
$239K +$200K +3,486 New
FNBOH
1086
First National Bank of Hutchinson
Kansas
$238K +$204K +3,547 New
FIA
1087
Foundations Investment Advisors
Arizona
$237K +$181K +3,149 New
WPW
1088
Waldron Private Wealth
Pennsylvania
$237K +$198K +3,459 New
LNB
1089
Ledyard National Bank
$236K +$198K +3,448 New
MHR
1090
Matthew Hamilton Rosenberg
$235K +$134K +2,332 +213%
FAIM
1091
Financial Advocates Investment Management
Washington
$235K +$197K +3,425 New
AO
1092
Advisor OS
Illinois
$235K +$197K +3,429 New
FMLI
1093
Fukoku Mutual Life Insurance
Japan
$233K – – –
MA
1094
MCF Advisors
Kentucky
$232K – – –
CL
1095
CPWM LLC
Washington
$232K +$194K +3,388 New
BSW
1096
Buckingham Strategic Wealth
Missouri
$231K +$193K +3,368 New
Financial Engines Advisors
1097
Financial Engines Advisors
California
$231K +$193K +3,368 New
IF
1098
IRON Financial
Illinois
$230K +$193K +3,357 New
Lido Advisors
1099
Lido Advisors
California
$229K +$192K +3,345 New
BFG
1100
Berger Financial Group
Minnesota
$228K +$191K +3,332 New
42 43
44
45 46

MS Hedge Fund Activity: Q4 2020 in Review

1,366 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2020, worth a combined $110B — up 61% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 316 funds opened new MS positions and 81 closed out — a net gain of 235 holders — while 601 added to existing stakes and 320 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.32B. The largest seller was Citadel Advisors, cutting an estimated $332M.

  • 1,366 institutional investors held Morgan Stanley (MS) as of Q4 2020, up from 1,144 in Q3 2020.
  • Funds reported $110B of Morgan Stanley stock for Q4 2020, up 61% quarter-over-quarter.
  • 316 funds opened new Morgan Stanley positions in Q4 2020 and 81 closed out, a net change of +235 holders.
  • The largest Morgan Stanley buyer in Q4 2020 was Wellington Management Group, an estimated $1.32B added.
  • The largest Morgan Stanley seller in Q4 2020 was Citadel Advisors, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2020.