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Morgan Stanley
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Overview Fund Activity

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$345M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$337M
3
Citadel Advisors
3
Citadel Advisors
Florida
$372M
4
Northern Trust
4
Northern Trust
Illinois
$758M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$85.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$300M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.25B
3
VH
3
ValueAct Holdings
California
$556M
4
Franklin Resources
4
Franklin Resources
California
$440M
5
BlackRock
5
BlackRock
New York
$4.48B
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$378M 7,826,270 +696,994 +10%
Citadel Advisors
27
Citadel Advisors
Florida
$372M 7,691,648 +1,899,156 +33%
Fidelity International
28
Fidelity International
Bermuda
$362M 7,477,103 -1,461,307 -16%
Barclays
29
Barclays
United Kingdom
$345M 7,137,673 +4,527,871 +173%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$337M 6,968,814 +3,647,623 +110%
Goldman Sachs
31
Goldman Sachs
New York
$300M 6,214,007 -11,337,375 -65%
Pzena Investment Management
32
Pzena Investment Management
New York
$299M 6,178,326 -1,206,364 -16%
LSV Asset Management
33
LSV Asset Management
Illinois
$296M 6,119,331 -20,160 -0.3%
Capital World Investors
34
Capital World Investors
California
$285M 5,886,002 -391,458 -6%
Charles Schwab
35
Charles Schwab
California
$261M 5,407,229 -233,793 -4%
UBS Group
36
UBS Group
Switzerland
$259M 5,366,278 +1,529,035 +40%
PPA
37
Parametric Portfolio Associates
Washington
$237M 4,894,838 +180,200 +4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$228M 4,714,194 -444,618 -9%
WRF
39
Waddell & Reed Financial
Kansas
$227M 4,701,849 +452,394 +11%
AAMU
40
Amundi Asset Management US
Massachusetts
$225M 4,648,100 +15,097 +0.3%
MWA
41
Marshall Wace Asia
Hong Kong
$218M 4,501,332 +1,063,292 +31%
UBS AM
42
UBS AM
Illinois
$217M 4,484,845 +23,461 +0.5%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$215M 4,455,483 -104,920 -2%
Allianz Asset Management
44
Allianz Asset Management
Germany
$205M 4,238,243 -573,120 -12%
Wells Fargo
45
Wells Fargo
California
$201M 4,165,223 +261,233 +7%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$198M 4,084,919 -352,800 -8%
AllianceBernstein
47
AllianceBernstein
Tennessee
$193M 3,995,601 +88,254 +2%
Principal Financial Group
48
Principal Financial Group
Iowa
$182M 3,754,991 -85,693 -2%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$156M 3,235,171 -542,632 -14%
Citigroup
50
Citigroup
New York
$152M 3,135,365 +264,186 +9%
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