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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 %
UFF
1176
USA Financial Formulas
Michigan
– – -4,489 Closed
SMFS
1177
Squar Milner Financial Services
California
– – -3,856 Closed
AT
1178
Arden Trust
Delaware
– – -3,380 Closed
WIM
1179
Westside Investment Management
California
– – -2,000 Closed
NFG
1180
Next Financial Group
Texas
– – -1,959 Closed
IUHSA
1181
Itau Unibanco Holding S.A.
Brazil
– – -1,720 Closed
NICM
1182
Neo Ivy Capital Management
New York
– – -1,610 Closed
AIC
1183
Ameritas Investment Company
Nebraska
– – -1,576 Closed
CIS
1184
Capital International Sarl
California
– – -1,546 Closed
BWA
1185
BDO Wealth Advisors
Florida
– – -1,394 Closed
KFI
1186
Key Financial Inc
Pennsylvania
– – -1,355 Closed
CBT
1187
Capital Bank & Trust
California
– – -1,269 Closed
BC
1188
Barnett & Company
Tennessee
– – -631 Closed
MWM
1189
MBE Wealth Management
Wisconsin
– – -451 Closed
BII
1190
Bainco International Investors
Massachusetts
– – -368 Closed
GWMIA
1191
Global Wealth Management Investment Advisory
Florida
– – -325 Closed
EWM
1192
EPG Wealth Management
Georgia
– – -324 Closed
AA
1193
Advisory Alpha
Michigan
– – -250 Closed
DWM
1194
Darwin Wealth Management
Florida
– – -226 Closed
QAM
1195
QCI Asset Management
New York
– – -225 Closed
LSA
1196
Lion Street Advisors
Texas
– – -215 Closed
JPLA
1197
Joseph P. Lucia & Associates
New York
– – -200 Closed
JGIA
1198
Jackson Grant Investment Advisers
Connecticut
– – -200 Closed
SFPG
1199
Stonebridge Financial Planning Group
Florida
– – -200 Closed
AIS
1200
Accurate Investment Solutions
Pennsylvania
– – -171 Closed
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