MS β€” MORGAN STANLEY

Ownership history in TWINBEECH CAPITAL LP  Β·  10 quarters on record

This page tracks every 13F SEC filing in which TWINBEECH CAPITAL LP reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.07% (2021 Q1)
πŸ“Š Avg. % of fund
0.54%
πŸ“… First filed
2020 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

TWINBEECH CAPITAL LP Γ— MS AI Analytics

πŸ“ˆ TWINBEECH CAPITAL LP outperformed the S&P 500 by +55.9% annually on this MS position. Timing score: 67% (6/9 decisions correct). Average cost basis: $89.87. Maximum drawdown during holding period: –8.9%.

πŸ“ˆ Position Alpha vs SPY
+55.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 55.9% per year on this position.
9 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 9 add/trim decisions correct

πŸ’° Entry Quality
$89.87
+96.5% vs current ($176.56)

Best entry: $28.17 (2020 Q1)  Β·  Worst: $176.56 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–8.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

5 adds Β· 5 trims. Bought during 2 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ TWINBEECH CAPITAL LP has been actively increasing its MS allocation β€” a bullish signal from insiders.
Currently 1.06% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 84,258 +80,601 +2204.0% 1.06% $15.0M $176.56
2025 Q2 REDUCED 3,657 -4,109 -52.9% 0.01% $515K $138.28
2025 Q1 REDUCED 7,766 -203,384 -96.3% 0.02% $906K $113.62
2023 Q2 ADDED 211,150 +134,840 +176.7% 0.36% $18.0M $78.03
2023 Q1 REDUCED 76,310 -10,388 -12.0% 0.14% $6.7M $79.53
2022 Q1 ADDED 86,698 +12,762 +17.3% 0.33% $7.6M $76.40
2021 Q3 REDUCED 73,936 -2,089 -2.7% 0.51% $7.2M $83.89
2021 Q2 REDUCED 76,025 -18,118 -19.2% 0.85% $7.0M $78.47
2021 Q1 ADDED 94,143 +15,537 +19.8% 1.07% $7.3M $66.18
2020 Q1 INITIATED 78,606 β€” β€” 1.07% $2.7M $28.17

🏒 Other funds also holding MS

As of 2025 Q4 β€” sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% DCM Advisors, LLC 3Y 5.0%
← Back to TWINBEECH CAPITAL LP Holdings