MS icon

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 %
KA
1126
Kovack Advisors
Florida
– -$259K -5,074 Closed
SIA
1127
Strategic Investment Advisors
Michigan
– -$258K -5,044 Closed
ZIC
1128
ZWJ Investment Counsel
Georgia
– -$257K -5,033 Closed
WWM
1129
Western Wealth Management
Colorado
– -$255K -4,998 Closed
IA
1130
IFG Advisors
Missouri
– -$255K -4,983 Closed
AAS
1131
Avantax Advisory Services
Texas
– -$253K -4,949 Closed
PNC
1132
Park National Corp
Ohio
– -$253K -4,944 Closed
CHAM
1133
Clear Harbor Asset Management
Connecticut
– -$252K -4,935 Closed
BBWA
1134
Bell & Brown Wealth Advisors
California
– -$254K -4,840 Closed
MGIM
1135
M&G Investment Management
United Kingdom
– -$247K -4,834 Closed
GIA
1136
GHP Investment Advisors
Colorado
– -$241K -4,723 Closed
PPP
1137
Private Portfolio Partners
New Jersey
– -$242K -4,722 Closed
HB
1138
Homrich & Berg
Georgia
– -$240K -4,700 Closed
KFC
1139
Klingenstein Fields & Co
New York
– -$236K -4,614 Closed
PVWM
1140
Point View Wealth Management
New Jersey
– -$235K -4,606 Closed
EH
1141
Equitable Holdings
New York
– -$235K -4,595 Closed
H
1142
HoyleCohen
California
– -$231K -4,525 Closed
VWA
1143
Visionary Wealth Advisors
Illinois
– -$230K -4,494 Closed
VCM
1144
Vivaldi Capital Management
Illinois
– -$228K -4,469 Closed
EWG
1145
Executive Wealth Group
Washington
– -$227K -4,443 Closed
FFG
1146
Frisch Financial Group
New York
– -$226K -4,412 Closed
EHWM
1147
Eads & Heald Wealth Management
Georgia
– -$223K -4,370 Closed
TMAM
1148
Tokio Marine Asset Management
Japan
– -$222K -4,347 Closed
AC
1149
Avestar Capital
New York
– -$221K -4,327 Closed
MCM
1150
MAI Capital Management
Ohio
– -$221K -4,324 Closed
44 45
46
47 48