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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 %
CBT
1226
CoreFirst Bank & Trust
Kansas
$56K 811 +811 New
SWA
1227
Sutton Wealth Advisors
Florida
$55.2K 806 +39 +5%
PCC
1228
Park Circle Company
Maryland
$55K 800 – –
CLOS
1229
Compagnie Lombard Odier SCmA
Switzerland
$55K 800 +800 New
RPWA
1230
Regent Peak Wealth Advisors
Georgia
$55K 805 +805 New
DAC
1231
Dividend Assets Capital
South Carolina
$55K 809 +809 New
BDWM
1232
Brewin Dolphin Wealth Management
Ireland
$54.8K 800 – –
JG
1233
Jefferies Group
New York
$54.3K 793 -2,121 -73%
AWM
1234
AllSquare Wealth Management
New York
$54K 785 -68 -8%
HCP
1235
Hexagon Capital Partners
Arkansas
$54K 794 – –
SFG
1236
Sowa Financial Group
Rhode Island
$54K 794 – –
SWA
1237
SOA Wealth Advisors
New York
$54K 731 +731 New
GWS
1238
Glassman Wealth Services
Virginia
$53K 767 -313 -29%
OPW
1239
Oxler Private Wealth
New York
$52K 769 +769 New
CMA
1240
Cedar Mountain Advisors
Oregon
$51K 751 +4 +0.5%
LAS
1241
Lloyd Advisory Services
Georgia
$51K 739 +10 +1%
RFA
1242
Reilly Financial Advisors
California
$51K 741 +585 +375%
JCM
1243
Jacobi Capital Management
Pennsylvania
$51K 740 +644 +671%
BAM
1244
Barrett Asset Management
New York
$50K 724 +724 New
SA
1245
SRH Advisors
Kansas
$49K 713 +4 +0.6%
TFGT
1246
TS Financial Group (TSFG)
Illinois
$49K 712 +108 +18%
MRCM
1247
M&R Capital Management
New Jersey
$48K 708 -138 -16%
CHA
1248
Carmichael Hill & Associates
Maryland
$48K 698 +543 +350%
HWA
1249
HHM Wealth Advisors
Tennessee
$47K 680 -77 -10%
HS
1250
Horan Securities
United States
$46K 674 +61 +10%
48 49
50
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