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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
23.06%
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 %
EC
51
Eminence Capital
New York
$142M 2,944,856 +68,513 +2%
EVM
52
Eaton Vance Management
Massachusetts
$142M 2,935,192 -507,556 -15%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$140M 2,887,576 +684,287 +31%
KBC Group
54
KBC Group
Belgium
$133M 2,751,946 +523,992 +24%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$129M 2,683,175 +1,677,645 +167%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$128M 2,647,921 +93,030 +4%
SCCM
57
Schafer Cullen Capital Management
New York
$126M 2,609,344 -146,041 -5%
Ninety One (UK)
58
Ninety One (UK)
United Kingdom
$122M 2,525,026 +741,117 +42%
CS
59
Credit Suisse
Switzerland
$118M 2,434,649 -134,386 -5%
FI
60
Focused Investors
California
$117M 2,425,100 -66,600 -3%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$115M 2,390,837 +352,987 +17%
EIP
62
Epoch Investment Partners
New York
$113M 2,344,936 -92,409 -4%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$113M 2,339,980 -37,965 -2%
Deutsche Bank
64
Deutsche Bank
Germany
$112M 2,324,236 -3,061 -0.1%
SSM
65
Sound Shore Management
Connecticut
$108M 2,235,887 -215,519 -9%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$105M 2,163,866 -30,122 -1%
Canada Life
67
Canada Life
Manitoba, Canada
$101M 2,086,828 +212,148 +11%
DekaBank Deutsche Girozentrale
68
DekaBank Deutsche Girozentrale
Germany
$96.2M 2,039,034 +115,192 +6%
EIP
69
Easterly Investment Partners
Massachusetts
$93.8M 1,939,261 +187,452 +11%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$93.2M 1,927,976 -2,051,270 -52%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$91.6M 1,899,845 -171,128 -8%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$91.3M 1,889,249 +8,956 +0.5%
KP
73
Kiltearn Partners
United Kingdom
$91.3M 1,888,566 -73,500 -4%
Hotchkis & Wiley Capital Management
74
Hotchkis & Wiley Capital Management
California
$88.1M 1,822,295 -296,000 -14%
PAM
75
Panagora Asset Management
Massachusetts
$87.4M 1,806,821 -21,204 -1%
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