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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 %
LOAMS
1401
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -16,507 Closed
HS
1402
Haafor (Singapore)
Singapore
– – -15,091 Closed
WG
1403
Winton Group
United Kingdom
– – -14,915 Closed
PCM
1404
Peregrine Capital Management
Minnesota
– – -13,871 Closed
EGM
1405
Engineers Gate Manager
New York
– – -12,460 Closed
MMC
1406
Mizuho Markets Cayman
Cayman Islands
– – -11,662 Closed
VI
1407
Versor Investments
New York
– – -9,000 Closed
TCBWMS
1408
Texas Capital Bank Wealth Management Services
Texas
– – -8,055 Closed
FG
1409
Fiduciary Group
Georgia
– – -7,195 Closed
OFG
1410
OmniStar Financial Group
North Carolina
– – -7,134 Closed
QOP
1411
Quinn Opportunity Partners
Virginia
– – -7,000 Closed
ARTA
1412
A.R.T. Advisors
New York
– – -6,300 Closed
PTC
1413
Petrus Trust Company
Texas
– – -6,282 Closed
QT
1414
Quantamental Technologies
New York
– – -6,248 Closed
PL
1415
Plancorp LLC
Missouri
– – -5,938 Closed
LC
1416
Lavaca Capital
Texas
– – -5,887 Closed
MF
1417
Magnetar Financial
Illinois
– – -5,878 Closed
CANY
1418
Caxton Associates (New York)
New York
– – -5,288 Closed
XS
1419
XR Securities
Illinois
– – -4,789 Closed
NIM
1420
NuWave Investment Management
New Jersey
– – -4,370 Closed
VIA
1421
Vantis Investment Advisers
Florida
– – -4,200 Closed
FFA
1422
Founders Financial Alliance
North Carolina
– – -2,558 Closed
WC
1423
Wexford Capital
Florida
– – -1,997 Closed
PFS
1424
Prospera Financial Services
Texas
– – -1,948 Closed
PCM
1425
Penserra Capital Management
California
– – -1,496 Closed
55 56
57
58 59