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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 %
RWB
1151
RMR Wealth Builders
New Jersey
$181K +$181K +2,646 New
AF
1152
Allworth Financial
California
$180K +$7.49K +109 +4%
AIM
1153
Anchor Investment Management
South Carolina
$178K -$51.4K -750 -22%
IBOK
1154
Independence Bank of Kentucky
Kentucky
$177K +$94.9K +1,386 +116%
WWM
1155
Wolff Wiese Magana
California
$176K +$176K +2,564 New
HCM
1156
Highlander Capital Management
New Jersey
$171K – – –
SBL
1157
Sargent Bickham Lagudis
Colorado
$166K -$5.43K -79 -3%
FCM
1158
Firestone Capital Management
Florida
$166K +$26.9K +391 +19%
FWM
1159
Focused Wealth Management
New York
$164K -$37.3K -545 -19%
ACA
1160
Atlas Capital Advisors
Wyoming
$163K +$163K +2,379 New
ATC
1161
Adirondack Trust Company
New York
$163K – – –
LWA
1162
Lenox Wealth Advisors
New York
$160K +$42.4K +618 +36%
AA
1163
AlphaCentric Advisors
Puerto Rico
$156K +$156K +2,273 New
BWM
1164
BerganKDV Wealth Management
Minnesota
$155K +$11.5K +167 +8%
CCM
1165
Covington Capital Management
California
$146K +$18.2K +266 +14%
PWMG
1166
Prestige Wealth Management Group
New Jersey
$145K +$5.43K +79 +4%
BCA
1167
Berman Capital Advisors
Georgia
$145K +$38.5K +564 +36%
IFA
1168
Interactive Financial Advisors
Illinois
$137K – – –
MIM
1169
Merrion Investment Management
New Jersey
$137K +$137K +2,000 New
CM
1170
Cohanzick Management
New York
$137K +$137K +2,000 New
FCA
1171
FinTrust Capital Advisors
South Carolina
$134K -$6.15K -90 -4%
GI
1172
Gradient Investments
Minnesota
$131K -$4.89K -101 -4%
VCG
1173
Vantage Consulting Group
Virginia
$130K +$130K +1,904 New
HI
1174
Hudock Inc
Pennsylvania
$124K +$752 +11 +0.6%
FCH
1175
Freestone Capital Holdings
Washington
$118K +$11.7K +171 +11%
45 46
47
48 49