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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BWM
1176
Baystate Wealth Management
Massachusetts
$115K 1,674 +1,063 +174%
CDIA
1177
Capital Directions Investment Advisors
Georgia
$112K 1,630 – –
RWA
1178
Ropes Wealth Advisors
Massachusetts
$112K 1,640 +640 +64%
VNA
1179
Valley National Advisers
Pennsylvania
$110K 1,608 +4 +0.2%
CWC
1180
Carolinas Wealth Consulting
North Carolina
$108K 1,572 +727 +86%
RWG
1181
Regal Wealth Group
California
$107K 1,568 – –
FPS
1182
Fieldpoint Private Securities
Connecticut
$107K 1,568 +1,568 New
SSB
1183
Sandy Spring Bank
Maryland
$106K 1,547 +47 +3%
GLLW
1184
Graves Light Lenhart Wealth
Virginia
$105K 1,526 +1,526 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1185
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$102K 1,490 -4,427 -75%
FMP
1186
Financial Management Professionals
Texas
$101K 1,468 +108 +8%
PS
1187
Planned Solutions
California
$97K 1,412 +60 +4%
LC
1188
Lindbrook Capital
California
$97K 1,419 +162 +13%
MPWT
1189
MassMutual Private Wealth & Trust
Connecticut
$96K 1,402 +121 +9%
SCM
1190
Silvant Capital Management
Georgia
$93K 1,357 – –
KFI
1191
Key Financial Inc
Pennsylvania
$93K 1,355 +1,355 New
CA
1192
Clearstead Advisors
Ohio
$92K 1,341 -75 -5%
Jones Financial Companies
1193
Jones Financial Companies
Missouri
$92K 1,349 +1,349 New
GG
1194
Gleason Group
Kentucky
$89K 1,305 +8 +0.6%
SIAG
1195
Signet Investment Advisory Group
Rhode Island
$89K 1,300 +1,300 New
FFG
1196
Fortem Financial Group
California
$88K 1,288 +1,288 New
BHWM
1197
Bay Harbor Wealth Management
Maryland
$87K 1,271 -17 -1%
UFF
1198
USA Financial Formulas
Michigan
$85K 1,240 -1,057 -46%
Kayne Anderson Rudnick Investment Management
1199
Kayne Anderson Rudnick Investment Management
California
$85K 1,241 +1,175 +1,780%
MLFP
1200
MPS Loria Financial Planners
Illinois
$84K 1,234 +1,079 +696%
46 47
48
49 50