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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
24.12%
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 %
FP
1301
Fiduciary Planning
Florida
$14K 206 +2 +1%
NC
1302
NewSquare Capital
Pennsylvania
$14K 198 +89 +82%
CAM
1303
Costello Asset Management
Pennsylvania
$14K 200 +200 New
CCA
1304
Column Capital Advisors
Indiana
$13K 196 -150 -43%
AAP
1305
Arax Advisory Partners
Colorado
$13K 194 +44 +29%
PA
1306
Perennial Advisors
New York
$12K 168 +168 New
SQA
1307
Simon Quick Advisors
New Jersey
$11K 161 -916 -85%
FPB
1308
First PREMIER Bank
South Dakota
$11K 156 – –
NL
1309
NVWM LLC
Pennsylvania
$11K 156 – –
PB
1310
Pinnacle Bancorp
Nebraska
$11K 159 +159 New
TCM
1311
Tradewinds Capital Management
Washington
$10K 150 – –
MCM
1312
McMillion Capital Management
North Carolina
$10K 150 +150 New
RCA
1313
Ranch Capital Advisors
Florida
$9K 136 – –
IF
1314
Ironwood Financial
Arizona
$9K 128 – –
FRA
1315
Front Row Advisors
California
$9K 130 – –
SWM
1316
Sugarloaf Wealth Management
Georgia
$9K 134 – –
VRM
1317
Vectors Research Management
New York
$9K 128 – –
OIM
1318
Oder Investment Management
California
$9K 137 +137 New
MF
1319
Manchester Financial
California
$9K 138 +138 New
KFS
1320
Kelly Financial Services
Massachusetts
$8.47K 124 +11 +10%
BIP
1321
Bouvel Investment Partners
Pennsylvania
$8K 116 +116 New
CIA
1322
CSat Investment Advisory
Michigan
$7K 102 -4,315 -98%
LWANC
1323
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K 104 – –
FMTCOCP
1324
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K 104 – –
WLPWM
1325
Walled Lake Planning & Wealth Management
Illinois
$7K 105 – –
51 52
53
54 55