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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 %
PAM
1126
Private Asset Management
California
$211K +$211K +3,082 New
AWA
1127
Arete Wealth Advisors
Illinois
$211K +$211K +3,541 New
HFM
1128
Harvest Fund Management
China
$210K +$57.3K +837 +38%
AIL
1129
AGF Investments LLC
Ontario, Canada
$210K +$175K +2,560 +504%
CTI
1130
Community Trust & Investment
Kentucky
$210K +$210K +3,059 New
SC
1131
Sepio Capital
Utah
$209K -$1.22M -17,883 -85%
KTC
1132
Kistler-Tiffany Companies
Pennsylvania
$209K +$76.5K +1,115 +58%
AWS
1133
AJ Wealth Strategies
New York
$209K +$209K +3,050 New
CBFP
1134
Cedar Brook Financial Partners
Ohio
$209K +$209K +3,057 New
SICM
1135
Sustainable Insight Capital Management
New York
$208K +$208K +3,042 New
CFG
1136
Citizens Financial Group
Rhode Island
$207K -$84.3K -1,231 -29%
FTUS
1137
Flow Traders U.S.
New York
$206K +$206K +2,999 New
NWA
1138
Navis Wealth Advisors
New York
$206K +$206K +3,000 New
SWP
1139
Strategic Wealth Partners
Ohio
$203K +$203K +2,960 New
OFW
1140
Omnia Family Wealth
Florida
$203K +$203K +2,962 New
HKAM
1141
Horizon Kinetics Asset Management
New York
$202K -$259K -3,776 -56%
KWM
1142
Kingsview Wealth Management
Oregon
$202K +$202K +2,951 New
HB
1143
Homrich & Berg
Georgia
$201K +$201K +2,929 New
MIA
1144
MainStreet Investment Advisors
Illinois
$200K +$200K +2,921 New
RMAM
1145
Raab & Moskowitz Asset Management
New Jersey
$200K +$200K +2,929 New
OC
1146
Oakworth Capital
Alabama
$196K +$107K +1,564 +120%
APC
1147
Aspire Private Capital
North Carolina
$194K +$205 +3 +0.1%
EWM
1148
Edge Wealth Management
New York
$192K -$13.7K -200 -7%
WTC
1149
WhitTier Trust Company
Nevada
$189K – – –
ZB
1150
Zions Bancorporation
Utah
$185K +$23.2K +339 +14%
44 45
46
47 48