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Morgan Stanley
MS

Overview Fund Activity

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.6B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$409M
3
GA
3
Greenhaven Associates
New York
$459M
4
Goldman Sachs
4
Goldman Sachs
New York
$848M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$445M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
2
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
5
Invesco
Georgia
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
301
Toscafund Asset Management
United Kingdom
$5.93M +$5.93M +122,689 New
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$5.9M +$23.5K +487 +0.4%
PSUF
303
People's United Financial
Connecticut
$5.75M +$590K +12,219 +11%
PMAM
304
Picton Mahoney Asset Management
Ontario, Canada
$5.72M +$3.29M +68,210 +136%
ELC
305
Edgar Lomax Company
Virginia
$5.65M +$119K +2,455 +2%
Squarepoint
306
Squarepoint
New York
$5.65M +$5.65M +116,888 New
B
307
Brightworth
Georgia
$5.64M +$226K +4,688 +4%
PSP
308
Principal Street Partners
Tennessee
$5.61M +$5.61M +116,145 New
Public Sector Pension Investment Board (PSP Investments)
309
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.58M -$48.3K -1,000 -0.9%
B
310
BP
United Kingdom
$5.56M – – –
SCM
311
SKBA Capital Management
California
$5.51M -$782K -16,200 -12%
CFM
312
Coronation Fund Managers
South Africa
$5.47M -$4.94M -102,267 -47%
GIA
313
Granite Investment Advisors
New Hampshire
$5.46M +$165K +3,426 +3%
WPIC
314
White Pine Investment Company
Michigan
$5.4M +$68.6K +1,420 +1%
WSTAM
315
Wilbanks Smith & Thomas Asset Management
Virginia
$5.39M +$779K +16,118 +17%
BOTW
316
Bank of the West
California
$5.37M -$659K -13,645 -11%
SAM
317
Securian Asset Management
Minnesota
$5.31M -$188K -3,892 -3%
ZDA
318
Zweig-DiMenna Associates
New York
$5.31M +$5.31M +110,000 New
BCM
319
Becker Capital Management
Oregon
$5.31M -$1.2M -24,924 -18%
AAF
320
Andra AP-fonden
Sweden
$5.27M -$222K -4,600 -4%
LG
321
Leuthold Group
Minnesota
$5.17M -$140K -2,896 -3%
FCBT
322
First Citizens Bank & Trust
North Carolina
$5.11M +$760K +15,744 +17%
TCM
323
Telos Capital Management
California
$5.07M +$206K +4,261 +4%
MGM
324
Miura Global Management
New York
$5.02M +$5.02M +104,000 New
QOP
325
Quinn Opportunity Partners
Virginia
$4.93M -$1.72M -35,679 -26%
11 12
13
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