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 %
SWMG
1151
Strategic Wealth Management Group
Maryland
– -$220K -4,309 Closed
PP
1152
PagnatoKarp Partners
Virginia
– -$220K -4,305 Closed
TI
1153
Tidal Investments
Wisconsin
– -$220K -4,302 Closed
AAM
1154
American Asset Management
Florida
– -$220K -4,301 Closed
LWM
1155
Lyell Wealth Management
California
– -$220K -4,299 Closed
CMI
1156
Clare Market Investments
Texas
– -$219K -4,283 Closed
Lido Advisors
1157
Lido Advisors
California
– -$215K -4,203 Closed
OIA
1158
OneDigital Investment Advisors
Kansas
– -$215K -4,202 Closed
FI
1159
FormulaFolio Investments
Michigan
– -$210K -4,112 Closed
EFS
1160
Essex Financial Services
Connecticut
– -$207K -4,056 Closed
CIC
1161
Crawford Investment Counsel
Georgia
– -$206K -4,024 Closed
ECM
1162
Evergreen Capital Management
Washington
– -$205K -4,014 Closed
HA
1163
Harbor Advisors
Florida
– -$204K -4,000 Closed
Dodge & Cox
1164
Dodge & Cox
California
– -$204K -4,000 Closed
KA
1165
KLCM Advisors
Wisconsin
– -$204K -3,999 Closed
EWA
1166
EP Wealth Advisors
California
– -$203K -3,979 Closed
AFP
1167
Ausdal Financial Partners
Iowa
– -$212K -3,948 Closed
RIA
1168
Regal Investment Advisors
Michigan
– -$200K -3,908 Closed
GLI
1169
Guardian Life Insurance
New York
– -$185K -3,623 Closed
RMAM
1170
Raab & Moskowitz Asset Management
New Jersey
– -$179K -3,504 Closed
RIA
1171
Realta Investment Advisors
Delaware
– -$157K -3,133 Closed
HIIFS
1172
Harel Insurance Investments & Financial Services
Israel
– -$158K -3,093 Closed
IWA
1173
Intercontinental Wealth Advisors
Texas
– -$137K -2,492 Closed
AA
1174
Argent Advisors
Louisiana
– -$122K -2,321 Closed
WG
1175
Welch Group
Alabama
– -$102K -2,000 Closed
45 46
47
48 49