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Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.68B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$331M
3
Franklin Resources
3
Franklin Resources
California
$343M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.24B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$162M

Top Sellers

1
State Street
1
State Street
Massachusetts
$3.85B
2
BlackRock
2
BlackRock
New York
$3.24B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$12.8B
4
Ameriprise
4
Ameriprise
Minnesota
$413M
5
Man Group
5
Man Group
United Kingdom
$85.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$120M -$6.46M -189,974 -5%
Wells Fargo
52
Wells Fargo
California
$120M +$7.35M +216,164 +7%
Hotchkis & Wiley Capital Management
53
Hotchkis & Wiley Capital Management
California
$117M +$2.29M +67,300 +2%
SSM
54
Sound Shore Management
Connecticut
$115M -$3.57M -104,986 -3%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$112M -$1.77M -52,062 -2%
GA
56
Greenhaven Associates
New York
$99.1M +$99.1M +2,915,100 New
Citigroup
57
Citigroup
New York
$97.5M +$44.4M +1,304,826 +84%
UBS Group
58
UBS Group
Switzerland
$92.1M -$56.2M -1,654,377 -38%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$90.9M -$7.01M -206,214 -7%
AAMU
60
Amundi Asset Management US
Massachusetts
$90M -$38.7M -1,842,243 -30%
EIP
61
Epoch Investment Partners
New York
$88.4M -$13.6M -401,081 -13%
Man Group
62
Man Group
United Kingdom
$85.7M -$62.5M -1,836,920 -42%
FI
63
Focused Investors
California
$85.4M +$986K +29,000 +1%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$80.8M +$50M +1,471,999 +163%
PP
65
Prudential plc
United Kingdom
$78.9M -$41.7M -1,225,520 -35%
EIP
66
Easterly Investment Partners
Massachusetts
$76M -$12.7M -373,926 -14%
Deutsche Bank
67
Deutsche Bank
Germany
$74.3M -$8.65M -254,301 -10%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$73.2M -$770K -22,648 -1%
KP
69
Kiltearn Partners
United Kingdom
$67.9M -$2.96M -87,000 -4%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$67.8M -$3.96M -116,573 -6%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$67.8M -$1.26M -36,912 -2%
PAM
72
Panagora Asset Management
Massachusetts
$65.8M +$23.4M +687,505 +55%
Ninety One (UK)
73
Ninety One (UK)
United Kingdom
$64.9M +$31.8M +933,873 +96%
JIM
74
Jupiter Investment Management
United Kingdom
$63.4M +$43M +1,265,375 +211%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$62M +$21.6M +635,100 +53%
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