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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 %
MS
1176
Mizuho Securities
Japan
– -$102K -2,000 Closed
PA
1177
PSI Advisors
Florida
– -$94K -1,848 Closed
MIFH
1178
Migdal Insurance & Financial Holdings
Israel
– -$63K -1,236 Closed
CLOS
1179
Compagnie Lombard Odier SCmA
Switzerland
– -$58K -1,125 Closed
SIC
1180
Samalin Investment Counsel
New York
– -$56K -1,100 Closed
KWM
1181
Keebeck Wealth Management
Illinois
– -$54K -1,060 Closed
AP
1182
Americana Partners
Texas
– -$52K -1,031 Closed
CYG
1183
Clean Yield Group
Vermont
– -$42K -814 Closed
PO
1184
Private Ocean
California
– -$40K -775 Closed
HWM
1185
Howard Wealth Management
Connecticut
– -$31K -619 Closed
BCI
1186
Brinker Capital Investments
Pennsylvania
– -$30K -586 Closed
TWP
1187
TFO Wealth Partners
Ohio
– -$25K -500 Closed
TA
1188
TFG Advisers
Michigan
– -$23K -459 Closed
IWP
1189
IAG Wealth Partners
Wisconsin
– -$23K -435 Closed
VEA
1190
Virtus ETF Advisers
New York
– -$22K -435 Closed
VCM
1191
Vigilant Capital Management
Maine
– -$21K -408 Closed
TCWM
1192
Total Clarity Wealth Management
Illinois
– -$20K -400 Closed
TFA
1193
Tobias Financial Advisors
Florida
– -$15K -293 Closed
FPS
1194
Fieldpoint Private Securities
Connecticut
– -$11K -213 Closed
MSFP
1195
Mark Sheptoff Financial Planning
Connecticut
– -$10K -200 Closed
LWA
1196
Lenox Wealth Advisors
New York
– -$9K -173 Closed
THWM
1197
Taylor Hoffman Wealth Management
Virginia
– -$8K -156 Closed
AIL
1198
AGF Investments LLC
Ontario, Canada
– -$5K -99 Closed
ACM
1199
Allred Capital Management
Texas
– -$3.83K -75 Closed
NIM
1200
NuWave Investment Management
New Jersey
– -$4K -71 Closed
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