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Morgan Stanley
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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$409M 8,462,204 +7,907,255 +1,425%
Legal & General Group
27
Legal & General Group
United Kingdom
$376M 7,778,733 +304,079 +4%
Pzena Investment Management
28
Pzena Investment Management
New York
$357M 7,384,690 -1,094,805 -13%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$344M 7,129,276 +1,328,745 +23%
Capital World Investors
30
Capital World Investors
California
$303M 6,277,460 -18,562 -0.3%
LSV Asset Management
31
LSV Asset Management
Illinois
$297M 6,139,491 -278,653 -4%
Citadel Advisors
32
Citadel Advisors
Florida
$280M 5,792,492 +1,487,041 +35%
Charles Schwab
33
Charles Schwab
California
$272M 5,641,022 -154,515 -3%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$249M 5,158,812 -530,139 -9%
Allianz Asset Management
35
Allianz Asset Management
Germany
$232M 4,811,363 +955,264 +25%
PPA
36
Parametric Portfolio Associates
Washington
$228M 4,714,638 +296,420 +7%
AAMU
37
Amundi Asset Management US
Massachusetts
$224M 4,633,003 +350,385 +8%
Diamond Hill Capital Management
38
Diamond Hill Capital Management
Ohio
$220M 4,560,403 -652,123 -13%
UBS AM
39
UBS AM
Illinois
$215M 4,461,384 +222,865 +5%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$214M 4,437,719 +1,133,178 +34%
WRF
41
Waddell & Reed Financial
Kansas
$205M 4,249,455 +250,400 +6%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$192M 3,979,246 -640,099 -14%
AllianceBernstein
43
AllianceBernstein
Tennessee
$189M 3,907,347 -45,705 -1%
Wells Fargo
44
Wells Fargo
California
$189M 3,903,990 +379,312 +11%
Principal Financial Group
45
Principal Financial Group
Iowa
$186M 3,840,684 +247,444 +7%
UBS Group
46
UBS Group
Switzerland
$185M 3,837,243 +1,129,216 +42%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$182M 3,777,803 +238,082 +7%
EVM
48
Eaton Vance Management
Massachusetts
$166M 3,442,748 -495,234 -13%
MWA
49
Marshall Wace Asia
Hong Kong
$166M 3,438,040 -710,330 -17%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$160M 3,321,191 +2,095,023 +171%
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