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

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
Invesco
Georgia
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
NO
501
Ninety One
South Africa
$1.52M +$10.4K +218 +0.7%
CCM
502
Cadence Capital Management
Massachusetts
$1.51M -$1.67M -34,530 -52%
AC
503
Allstate Corporation
Illinois
$1.49M -$451K -9,344 -23%
SRAM
504
Spouting Rock Asset Management
Pennsylvania
$1.49M +$713K +14,760 +92%
GDP
505
Great Diamond Partners
Maine
$1.48M -$35.7K -739 -2%
AAM
506
Advisors Asset Management
Colorado
$1.47M +$22.6K +468 +2%
AF
507
Ally Financial
Michigan
$1.45M – – –
GFA
508
Gifford Fong Associates
California
$1.45M – – –
RA
509
Rational Advisors
New York
$1.42M +$1.42M +29,488 New
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.42M -$379K -7,837 -21%
CS
511
Comerica Securities
Michigan
$1.4M +$923K +19,110 +193%
Morgan Stanley
512
Morgan Stanley
New York
$1.37M -$2.05M -42,465 -60%
NA
513
NewEdge Advisors
Louisiana
$1.37M -$215K -4,442 -14%
WorldQuant Millennium Advisors
514
WorldQuant Millennium Advisors
New York
$1.35M -$9.1M -188,338 -87%
PAM
515
Palisade Asset Management
Minnesota
$1.34M – – –
SS
516
Simplicity Solutions
Minnesota
$1.34M +$422K +8,726 +46%
KOCAA
517
Knights of Columbus Asset Advisors
Connecticut
$1.33M -$5.86M -121,246 -82%
UIM
518
USS Investment Management
United Kingdom
$1.33M +$1.33M +27,501 New
QI
519
QS Investors
New York
$1.31M -$149K -3,079 -10%
HFG
520
Heron Financial Group
New York
$1.3M +$6.12K +123 +0.5%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$1.29M +$50.7K +1,049 +4%
Lazard Asset Management
522
Lazard Asset Management
New York
$1.29M -$41.9M -868,229 -97%
VFA
523
Voya Financial Advisors
Connecticut
$1.28M +$950K +20,110 +290%
HW
524
Hancock Whitney
Mississippi
$1.27M -$183K -3,794 -13%
IRF
525
IBM Retirement Fund
New York
$1.25M -$83.2K -1,723 -6%
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