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Morgan Stanley
MS

Overview Fund Activity

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.6B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$409M
3
GA
3
Greenhaven Associates
New York
$459M
4
Goldman Sachs
4
Goldman Sachs
New York
$848M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$445M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
2
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
5
Invesco
Georgia
$922M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1126
Ariose Capital Management
Hong Kong
– – -54,700 Closed
WC
1127
Wexford Capital
Florida
– – -50,178 Closed
Wealth Enhancement Advisory Services
1128
Wealth Enhancement Advisory Services
Minnesota
– – -47,104 Closed
FC
1129
FORA Capital
Florida
– – -45,977 Closed
BPGAM
1130
BTG Pactual Global Asset Management
Bermuda
– – -45,895 Closed
AAS
1131
Annex Advisory Services
Wisconsin
– – -43,033 Closed
PC
1132
PointState Capital
New York
– – -42,400 Closed
Capstone Investment Advisors
1133
Capstone Investment Advisors
New York
– – -32,733 Closed
ACM
1134
Advisors Capital Management
New Jersey
– – -31,922 Closed
AUB
1135
Atlantic Union Bankshares
Virginia
– – -30,317 Closed
CF
1136
CNA Financial
Illinois
– – -29,921 Closed
SM
1137
Sciencast Management
New Jersey
– – -29,160 Closed
AA
1138
ALPS Advisors
Colorado
– – -28,556 Closed
HC
1139
HNP Capital
New York
– – -25,416 Closed
WCA
1140
Windsor Creek Advisors
Vermont
– – -25,000 Closed
QT
1141
Quantbot Technologies
New York
– – -24,333 Closed
CC
1142
Cognios Capital
Kansas
– – -22,891 Closed
VC
1143
Voss Capital
Texas
– – -20,000 Closed
SIM
1144
Sterling Investment Management
Arizona
– – -19,144 Closed
CIM
1145
CenturyLink Investment Management
Colorado
– – -18,667 Closed
NISOA
1146
National Investment Services of America
Wisconsin
– – -17,539 Closed
BPM
1147
Bronson Point Management
Connecticut
– – -17,500 Closed
KFP
1148
KMG Fiduciary Partners
Ohio
– – -17,287 Closed
PRC
1149
Pearl River Capital
Michigan
– – -14,924 Closed
GCP
1150
GSA Capital Partners
United Kingdom
– – -13,744 Closed
44 45
46
47 48