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Morgan Stanley
MS

Overview Fund Activity

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$345M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$337M
3
Citadel Advisors
3
Citadel Advisors
Florida
$372M
4
Northern Trust
4
Northern Trust
Illinois
$758M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$85.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$300M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.25B
3
VH
3
ValueAct Holdings
California
$556M
4
Franklin Resources
4
Franklin Resources
California
$440M
5
BlackRock
5
BlackRock
New York
$4.48B
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1126
Globeflex Capital
California
$2K 36 – –
BAM
1127
Bellevue Asset Management
Washington
$2K 40 – –
TFM
1128
TFC Financial Management
Massachusetts
$2K 39 +39 New
JFA
1129
JNBA Financial Advisors
Minnesota
$2K 40 +40 New
Koshinski Asset Management
1130
Koshinski Asset Management
Illinois
$1.23K 24,155 -816 -3%
TF
1131
TimeScale Financial
Massachusetts
$1K 26 -224 -90%
CWM
1132
Cranbrook Wealth Management
Michigan
$1K 18 – –
SJIM
1133
St. Johns Investment Management
Florida
$1K 19 – –
APW
1134
Acima Private Wealth
Virginia
$1K 26 – –
FCAS
1135
First Command Advisory Services
Texas
$1K 18 – –
SIS
1136
Sound Income Strategies
Florida
$1K 19 – –
CAM
1137
ClariVest Asset Management
California
$1K 23 +8 +53%
BHB
1138
Bank Hapoalim BM
Israel
$416 8,603 -645 -7%
FCA
1139
FinTrust Capital Advisors
South Carolina
$99 2,052 – –
ACL
1140
Azora Capital LP
Florida
– – -1,084,699 Closed
KHCM
1141
Kettle Hill Capital Management
New York
– – -625,375 Closed
Select Equity Group
1142
Select Equity Group
New York
– – -599,140 Closed
CFM
1143
Coronation Fund Managers
South Africa
– – -113,340 Closed
ZDA
1144
Zweig-DiMenna Associates
New York
– – -110,000 Closed
HHGC
1145
Hunting Hill Global Capital
New York
– – -101,476 Closed
HF
1146
HRT Financial
New York
– – -96,996 Closed
NLGIA
1147
Nippon Life Global Investors Americas
New York
– – -92,430 Closed
AU
1148
Algebris (UK)
United Kingdom
– – -83,432 Closed
KWILP
1149
Kiwi Wealth Investments Limited Partnership
New Zealand
– – -81,770 Closed
MPM
1150
Meritage Portfolio Management
Kansas
– – -65,950 Closed
44 45
46
47 48