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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
1
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
4
BlackRock
New York
$7.51B
5
Primecap Management
5
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$131M
2
VH
2
ValueAct Holdings
California
$568M
3
Invesco
3
Invesco
Georgia
$1.02B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
5
Easterly Investment Partners
Massachusetts
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1101
Equitable Holdings
New York
$226K +$226K +3,296 New
DIP
1102
DT Investment Partners
Pennsylvania
$225K +$225K +3,276 New
BWAM
1103
Boyd Watterson Asset Management
Ohio
$225K +$225K +3,290 New
HHGA
1104
Halbert Hargrove Global Advisors
California
$224K +$224K +3,276 New
JSL
1105
JT Stratford LLC
Georgia
$223K +$223K +3,248 New
C
1106
Certuity
Florida
$223K +$223K +3,258 New
JWM
1107
JGP Wealth Management
Oregon
$220K +$220K +3,049 New
EA
1108
Ellsworth Advisors
Ohio
$220K +$220K +3,210 New
TFCP
1109
Twin Focus Capital Partners
Massachusetts
$220K +$220K +3,211 New
NSB
1110
Norway Savings Bank
Maine
$219K +$53.9K +785 +33%
AA
1111
Argent Advisors
Louisiana
$219K +$219K +3,190 New
NB
1112
NBT Bank
New York
$219K +$219K +3,191 New
GL
1113
Graypoint LLC
New York
$219K +$219K +3,199 New
MG
1114
Mather Group
Illinois
$218K +$218K +3,187 New
FAM
1115
Formidable Asset Management
Ohio
$218K +$218K +3,188 New
GIA
1116
Gladstone Institutional Advisory
Florida
$217K -$170K -2,484 -44%
IWP
1117
Icon Wealth Partners
Texas
$217K +$217K +3,165 New
WI
1118
WrapManager Inc
California
$216K +$216K +3,154 New
CCM
1119
Carlson Capital Management
Minnesota
$215K +$215K +2,863 New
EFSCE
1120
Enterprise Financial Services Corp (EFSC)
Missouri
$214K +$131K +1,903 +157%
WI
1121
Wintrust Investments
Illinois
$214K +$214K +3,117 New
HC
1122
Hamilton Capital
Ohio
$214K +$214K +3,129 New
GG
1123
Gofen & Glossberg
Illinois
$213K +$213K +3,105 New
JIC
1124
Johnson Investment Counsel
Ohio
$212K +$212K +3,099 New
SBIA
1125
Sheaff Brock Investment Advisors
Indiana
$211K -$304K -4,441 -59%
43 44
45
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