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Morgan Stanley
MS

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 %
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$87.3M 1,806,562 +399,609 +28%
FAM
77
Fred Alger Management
New York
$86.8M 1,795,251 +409,020 +30%
SC
78
Samlyn Capital
New York
$85.3M 1,764,154 -580,546 -25%
VNIM
79
Vaughan Nelson Investment Management
Texas
$85.3M 1,763,346 +1,763,346 New
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$84.9M 1,755,546 -91,042 -5%
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$83.9M 1,735,483 +469,807 +37%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$81.1M 1,677,570 +149,783 +10%
MWNA
83
Marshall Wace North America
New York
$80M 1,653,847 +1,522,758 +1,162%
National Pension Service
84
National Pension Service
South Korea
$77.2M 1,596,530 – –
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$76.6M 1,584,654 +464,568 +41%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$75M 1,550,836 +2,721 +0.2%
Prudential Financial
87
Prudential Financial
New Jersey
$74M 1,529,985 -445,248 -23%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$69.7M 1,440,778 +2,953 +0.2%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$68.6M 1,418,151 -50,232 -3%
JAM
90
Jupiter Asset Management
United Kingdom
$67.3M 1,393,123 +1,393,123 New
CB
91
Commerce Bank
Missouri
$67M 1,385,388 +27,580 +2%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$65.9M 1,362,621 +283,384 +26%
JCM
93
Junto Capital Management
New York
$65.4M 1,352,683 -497,687 -27%
CCMG
94
Clark Capital Management Group
Pennsylvania
$64.5M 1,334,769 -26,292 -2%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$64.3M 1,330,488 -105,027 -7%
PP
96
Prudential plc
United Kingdom
$64.2M 1,328,389 +5,189 +0.4%
FMI
97
Factory Mutual Insurance
Massachusetts
$63.7M 1,317,500 – –
Lord, Abbett & Co
98
Lord, Abbett & Co
New Jersey
$63.3M 1,308,500 +589,500 +82%
RPI
99
Railway Pension Investments
United Kingdom
$62.8M 1,298,722 – –
HSBC Holdings
100
HSBC Holdings
United Kingdom
$62.7M 1,303,040 +144,300 +12%
2 3
4
5 6