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Morgan Stanley
MS

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
23.06%
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 %
CWP
1201
CFM Wealth Partners
Texas
– – -1,295 Closed
KWM
1202
Keebeck Wealth Management
Illinois
– – -1,060 Closed
AWM
1203
Apollon Wealth Management
South Carolina
– – -865 Closed
BL
1204
Balentine LLC
Georgia
– – -640 Closed
PGAM
1205
Princeton Global Asset Management
New Jersey
– – -624 Closed
LFG
1206
Larson Financial Group
Missouri
– – -543 Closed
WFMPM
1207
Woodley Farra Manion Portfolio Management
Indiana
– – -434 Closed
MF
1208
Manchester Financial
California
– – -326 Closed
ClearBridge Investments
1209
ClearBridge Investments
New York
– – -320 Closed
RDWM
1210
Red Door Wealth Management
Tennessee
– – -313 Closed
AGA
1211
Accuvest Global Advisors
Utah
– – -284 Closed
PP
1212
Pacifica Partners
Canada
– – -230 Closed
SMFG
1213
Sumitomo Mitsui Financial Group
Japan
– – -200 Closed
PA
1214
Perennial Advisors
New York
– – -168 Closed
THWM
1215
Taylor Hoffman Wealth Management
Virginia
– – -156 Closed
TC
1216
Truvestments Capital
Florida
– – -153 Closed
SCA
1217
Stonebridge Capital Advisors
Minnesota
– – -150 Closed
BFIM
1218
Beese Fulmer Investment Management
Ohio
– – -136 Closed
JWM
1219
Janiczek Wealth Management
Colorado
– – -109 Closed
BSAM
1220
Blue Square Asset Management
New York
– – -108 Closed
WAMC
1221
Western Asset Management Company
California
– – -97 Closed
HGWM
1222
Harvest Group Wealth Management
Massachusetts
– – -75 Closed
FANJ
1223
Financial Architects (New Jersey)
New Jersey
– – -56 Closed
FWM
1224
Filbrandt Wealth Management
Wisconsin
– – -43 Closed
SPPAM
1225
Summit Partners Public Asset Management
Massachusetts
– – – –
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