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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 %
QC
1151
Quadrature Capital
United Kingdom
– – -13,200 Closed
MIH
1152
Meitav Investment House
Israel
– – -12,800 Closed
FIB
1153
First Interstate Bank
Montana
– – -12,767 Closed
PCM
1154
Prelude Capital Management
New York
– – -12,698 Closed
CANY
1155
Caxton Associates (New York)
New York
– – -12,289 Closed
CPC
1156
Congress Park Capital
New York
– – -10,600 Closed
BAC
1157
Boys Arnold & Co
North Carolina
– – -10,081 Closed
HIM
1158
Hillsdale Investment Management
Ontario, Canada
– – -9,985 Closed
MIA
1159
MainStreet Investment Advisors
Illinois
– – -9,208 Closed
EMG
1160
Ellington Management Group
Connecticut
– – -8,800 Closed
BRWM
1161
B. Riley Wealth Management
Tennessee
– – -8,629 Closed
Kovitz Investment Group Partners
1162
Kovitz Investment Group Partners
Illinois
– – -8,593 Closed
WCA
1163
Westover Capital Advisors
Delaware
– – -8,000 Closed
MS
1164
Maven Securities
Jersey
– – -7,891 Closed
CG
1165
Cynosure Group
Utah
– – -7,597 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1166
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -7,462 Closed
VC
1167
Veracity Capital
Georgia
– – -7,324 Closed
AIM
1168
Axiom Investment Management
New York
– – -7,000 Closed
RIM
1169
Reliant Investment Management
Tennessee
– – -6,335 Closed
HS
1170
Haafor (Singapore)
Singapore
– – -6,246 Closed
MYIA
1171
Mount Yale Investment Advisors
Colorado
– – -6,136 Closed
SCM
1172
SOL Capital Management
Maryland
– – -6,100 Closed
MFG
1173
MidWestOne Financial Group
Iowa
– – -6,059 Closed
TH
1174
Timber Hill
Connecticut
– – -5,200 Closed
SWP
1175
Strategic Wealth Partners
Ohio
– – -4,841 Closed
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47
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