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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 %
RCC
1076
Red Cedar Capital
Nebraska
$240K – – –
PCP
1077
Proficio Capital Partners
Massachusetts
$240K +$240K +3,496 New
NIM
1078
Northeast Investment Management
Massachusetts
$240K +$240K +3,500 New
CB
1079
CNB Bank
Pennsylvania
$239K +$80.8K +1,181 +51%
LFA
1080
Legacy Financial Advisors
Kentucky
$239K +$239K +3,484 New
CAI
1081
Capital Advisors Inc
Oklahoma
$239K +$239K +3,486 New
FNBOH
1082
First National Bank of Hutchinson
Kansas
$238K +$238K +3,547 New
FIA
1083
Foundations Investment Advisors
Arizona
$237K +$237K +3,149 New
WPW
1084
Waldron Private Wealth
Pennsylvania
$237K +$237K +3,459 New
LNB
1085
Ledyard National Bank
$236K +$236K +3,448 New
MHR
1086
Matthew Hamilton Rosenberg
$235K +$160K +2,332 +213%
FAIM
1087
Financial Advocates Investment Management
Washington
$235K +$235K +3,425 New
AO
1088
Advisor OS
Illinois
$235K +$235K +3,429 New
FMLI
1089
Fukoku Mutual Life Insurance
Japan
$233K – – –
MA
1090
MCF Advisors
Kentucky
$232K – – –
CL
1091
CPWM LLC
Washington
$232K +$232K +3,388 New
Financial Engines Advisors
1092
Financial Engines Advisors
California
$231K +$231K +3,368 New
BSW
1093
Buckingham Strategic Wealth
Missouri
$231K +$231K +3,368 New
IF
1094
IRON Financial
Illinois
$230K +$230K +3,357 New
Lido Advisors
1095
Lido Advisors
California
$229K +$229K +3,345 New
BFG
1096
Berger Financial Group
Minnesota
$228K +$228K +3,332 New
PLFAM
1097
Pineno Levin & Ford Asset Management
Virginia
$228K +$228K +3,333 New
GG
1098
Golden Green
South Carolina
$227K +$227K +3,315 New
WI
1099
WBI Investments
New Jersey
$227K +$227K +3,315 New
RIM
1100
Reliant Investment Management
Tennessee
$227K +$227K +3,315 New
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