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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 %
EWA
1201
Evolution Wealth Advisors
Florida
$83K 1,215 +105 +9%
BFC
1202
Bedel Financial Consulting
Indiana
$82K 1,194 – –
ECM
1203
Estabrook Capital Management
New York
$76.8K 1,120 -140 -11%
CFO
1204
CVA Family Office
Colorado
$75K 1,097 -125 -10%
WPA
1205
West Paces Advisors
Georgia
$75K 1,094 +147 +16%
RMC
1206
Resources Management Corp
Connecticut
$74K 1,076 – –
CAL
1207
Capital Advisors Ltd
Ohio
$74K 1,081 – –
FA
1208
Fortis Advisors
Pennsylvania
$74K 1,074 +1,074 New
TWM
1209
Tradition Wealth Management
Minnesota
$70K 1,016 +1,016 New
SIM
1210
Sonora Investment Management
Arizona
$69K 1,000 -126 -11%
FNBOSM
1211
First National Bank of South Miami
Florida
$69K 1,000 – –
CHC
1212
City Holding Co
West Virginia
$69K 1,000 +1,000 New
WIM
1213
Westside Investment Management
California
$68.5K 1,000 +500 +100%
First Manhattan
1214
First Manhattan
New York
$67K 990 – –
GRP
1215
Global Retirement Partners
California
$67K 971 +100 +11%
GFPC
1216
Global Financial Private Client
Florida
$66.1K 964 – –
FCMT
1217
Founders Capital Management (Texas)
Texas
$65K 948 +948 New
SFSIG
1218
San Francisco Sentry Investment Group
California
$62K 897 +91 +11%
BWA
1219
Burt Wealth Advisors
Maryland
$61K 884 – –
TFO
1220
Tarbox Family Office
California
$61K 884 +45 +5%
TC
1221
Tacita Capital
Ontario, Canada
$61K 895 +895 New
EWM
1222
Endurance Wealth Management
Rhode Island
$59K 867 – –
FMII
1223
Farmers & Merchants Investments Inc
Nebraska
$59K 862 +249 +41%
WEC
1224
Winslow Evans & Crocker
Massachusetts
$59K 871 +871 New
SLF
1225
Sun Life Financial
Ontario, Canada
$58K 846 +136 +19%
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