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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
PLFAM
1101
Pineno Levin & Ford Asset Management
Virginia
$228K +$191K +3,333 New
GG
1102
Golden Green
South Carolina
$227K +$190K +3,315 New
RIM
1103
Reliant Investment Management
Tennessee
$227K +$190K +3,315 New
WI
1104
WBI Investments
New Jersey
$227K +$190K +3,315 New
EH
1105
Equitable Holdings
New York
$226K +$189K +3,296 New
DIP
1106
DT Investment Partners
Pennsylvania
$225K +$188K +3,276 New
BWAM
1107
Boyd Watterson Asset Management
Ohio
$225K +$189K +3,290 New
HHGA
1108
Halbert Hargrove Global Advisors
California
$224K +$188K +3,276 New
JSL
1109
JT Stratford LLC
Georgia
$223K +$186K +3,248 New
C
1110
Certuity
Florida
$223K +$187K +3,258 New
JWM
1111
JGP Wealth Management
Oregon
$220K +$175K +3,049 New
EA
1112
Ellsworth Advisors
Ohio
$220K +$184K +3,210 New
TFCP
1113
Twin Focus Capital Partners
Massachusetts
$220K +$184K +3,211 New
NSB
1114
Norway Savings Bank
Maine
$219K +$45K +785 +33%
AA
1115
Argent Advisors
Louisiana
$219K +$183K +3,190 New
NB
1116
NBT Bank
New York
$219K +$183K +3,191 New
GL
1117
Graypoint LLC
New York
$219K +$184K +3,199 New
MG
1118
Mather Group
Illinois
$218K +$183K +3,187 New
FAM
1119
Formidable Asset Management
Ohio
$218K +$183K +3,188 New
GIA
1120
Gladstone Institutional Advisory
Florida
$217K -$143K -2,484 -44%
IWP
1121
Icon Wealth Partners
Texas
$217K +$182K +3,165 New
WI
1122
WrapManager Inc
California
$216K +$181K +3,154 New
CCM
1123
Carlson Capital Management
Minnesota
$215K +$164K +2,863 New
EFSCE
1124
Enterprise Financial Services Corp (EFSC)
Missouri
$214K +$109K +1,903 +157%
WI
1125
Wintrust Investments
Illinois
$214K +$179K +3,117 New
43 44
45
46 47

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.