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Morgan Stanley
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Overview Fund Activity

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$345M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$337M
3
Citadel Advisors
3
Citadel Advisors
Florida
$372M
4
Northern Trust
4
Northern Trust
Illinois
$758M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$85.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$300M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.25B
3
VH
3
ValueAct Holdings
California
$556M
4
Franklin Resources
4
Franklin Resources
California
$440M
5
BlackRock
5
BlackRock
New York
$4.48B
Name Market Value Shares Shares
Change 		Shares
Change %
MCA
1176
Mendon Capital Advisors
Florida
– – -8,037 Closed
TP
1177
Truvvo Partners
New York
– – -7,330 Closed
WIC
1178
Woodmont Investment Counsel
Tennessee
– – -7,234 Closed
AIM
1179
Allen Investment Management
New York
– – -7,150 Closed
IIC
1180
Integrated Investment Consultants
Michigan
– – -7,144 Closed
FMT
1181
First Mercantile Trust
Tennessee
– – -7,030 Closed
RIA
1182
Regal Investment Advisors
Michigan
– – -6,520 Closed
VWA
1183
V Wealth Advisors
Kansas
– – -6,183 Closed
HB
1184
Homrich & Berg
Georgia
– – -5,879 Closed
PWM
1185
PRW Wealth Management
Massachusetts
– – -5,093 Closed
CWM
1186
Centric Wealth Management
Illinois
– – -5,072 Closed
EWA
1187
Exencial Wealth Advisors
Oklahoma
– – -4,882 Closed
TC
1188
TradeLink Capital
Illinois
– – -4,800 Closed
RMA
1189
Roffman Miller Associates
Pennsylvania
– – -4,761 Closed
WTFG
1190
Wells Trecaso Financial Group
Ohio
– – -4,583 Closed
IIC
1191
Ironwood Investment Counsel
Arizona
– – -4,514 Closed
BCM
1192
Bluefin Capital Management
New York
– – -4,328 Closed
BAM
1193
Berkshire Asset Management
Pennsylvania
– – -4,232 Closed
STA
1194
Summit Trail Advisors
New York
– – -4,218 Closed
FQ
1195
First Quadrant
California
– – -3,637 Closed
KPW
1196
Kore Private Wealth
New York
– – -2,885 Closed
RWB
1197
RMR Wealth Builders
New Jersey
– – -2,655 Closed
FTCM
1198
First Trust Capital Management
Illinois
– – -1,622 Closed
TI
1199
tru Independence
Oregon
– – -1,560 Closed
LFASL
1200
Lugano Financial Advisors SA (LFA)
Switzerland
– – -1,401 Closed
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