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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 %
AW
1426
Alpha Windward
Massachusetts
– – -1,040 Closed
BBL
1427
Beck Bode LLC
Massachusetts
– – -850 Closed
FHA
1428
Flagship Harbor Advisors
Massachusetts
– – -662 Closed
CPW
1429
Catalyst Private Wealth
California
– – -314 Closed
AA
1430
Ancora Advisors
Ohio
– – -292 Closed
AA
1431
Advisory Alpha
Michigan
– – -250 Closed
CCM
1432
Chiron Capital Management
Florida
– – -200 Closed
RG
1433
Retirement Group
California
– – -187 Closed
HCA
1434
Horan Capital Advisors
Ohio
– – -138 Closed
LF
1435
Lee Financial
Texas
– – -131 Closed
JSC
1436
Jackson Square Capital
California
– – -121 Closed
AWM
1437
Adams Wealth Management
Utah
– – -98 Closed
WCG
1438
Weaver Consulting Group
California
– – -93 Closed
PWM
1439
Provident Wealth Management
Tennessee
– – -88 Closed
BWM
1440
BNC Wealth Management
Oregon
– – -85 Closed
Capital Fund Management (CFM)
1441
Capital Fund Management (CFM)
France
– – – –
LOAMU
1442
Lombard Odier Asset Management (USA)
New York
– – – –
AG
1443
Artal Group
Luxembourg
– – – –
HT
1444
HAP Trading
New York
– – – –
IMC Chicago
1445
IMC Chicago
Illinois
– – – –
RA
1446
Ramius Advisors
New York
– – – –
SM
1447
SG3 Management
Puerto Rico
– – – –
IP
1448
Interval Partners
New York
– – – –
BII
1449
Bainco International Investors
Massachusetts
– – – –
BPGAM
1450
BTG Pactual Global Asset Management
Bermuda
– – – –
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