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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 %
LP
1101
LMR Partners
United Kingdom
– -$365 -7,132 Closed
RWP
1102
RWA Wealth Partners
Massachusetts
– -$356K -6,966 Closed
CG
1103
Colony Group
Massachusetts
– -$356K -6,965 Closed
PAS
1104
Park Avenue Securities
New York
– -$352K -6,890 Closed
RTC
1105
Riverview Trust Company
Washington
– -$338K -6,616 Closed
PCM
1106
Poehling Capital Management
Wisconsin
– -$336K -6,572 Closed
GCC
1107
Game Creek Capital
Massachusetts
– -$334K -6,527 Closed
BBP
1108
Banco BTG Pactual
Brazil
– -$317K -6,200 Closed
SA
1109
Sicart Associates
New York
– -$312K -6,101 Closed
FAIM
1110
Financial Advocates Investment Management
Washington
– -$298K -5,831 Closed
WBG
1111
Wharton Business Group
Pennsylvania
– -$293K -5,737 Closed
LW
1112
Linscomb Wealth
Texas
– -$289K -5,648 Closed
CIM
1113
Confluence Investment Management
Missouri
– -$245K -5,583 Closed
PCM
1114
Perritt Capital Management
Illinois
– -$285K -5,575 Closed
BBA
1115
BLB&B Advisors
Pennsylvania
– -$284K -5,547 Closed
PL
1116
Perpetual Ltd
Australia
– -$281K -5,500 Closed
SYBT
1117
Stock Yards Bank & Trust
Kentucky
– -$277K -5,435 Closed
BJL
1118
Brighton Jones LLC
Washington
– -$275K -5,373 Closed
LBD
1119
Landsberg Bennett & Dubbaneh
Florida
– -$272K -5,338 Closed
FFBTD
1120
First Financial Bank - Trust Division
Ohio
– -$269K -5,268 Closed
DWA
1121
Douglass Winthrop Advisors
New York
– -$268K -5,237 Closed
PBO
1122
Peoples Bank (Ohio)
Ohio
– -$267K -5,228 Closed
BTW
1123
Boston Trust Walden
Massachusetts
– -$266K -5,199 Closed
Cetera Investment Advisers
1124
Cetera Investment Advisers
Illinois
– -$267K -5,192 Closed
BOM
1125
Bank of Marin
California
– -$264K -5,163 Closed
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