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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$286M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$186M
3
Franklin Resources
Franklin Resources
California
+$152M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$116M

Top Sellers

1
State Street
State Street
Massachusetts
-$236M
2
BlackRock
BlackRock
New York
-$231M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$96.8M
5
Man Group
Man Group
United Kingdom
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1026
Forefront Analytics
Pennsylvania
$986 +$986 +29 New
WIM
1027
Westside Investment Management
California
$68 +$68 +2,000 New
TI
1028
tru Independence
Oregon
$53 – – –
H
1029
Hexavest
Quebec, Canada
– -$48.3M -944,657 Closed
Select Equity Group
1030
Select Equity Group
New York
– -$34.1M -666,202 Closed
CC
1031
Carlson Capital
Texas
– -$27.4M -536,309 Closed
Wolverine Trading
1032
Wolverine Trading
Illinois
– -$23.7M -464,652 Closed
CCP
1033
Clough Capital Partners
Massachusetts
– -$21.5M -421,100 Closed
VCM
1034
Voleon Capital Management
California
– -$20.6M -402,000 Closed
BA
1035
Bridgewater Associates
Connecticut
– -$17.2M -335,701 Closed
AIM
1036
Achmea Investment Management
Netherlands
– -$10.6M -207,647 Closed
BCM
1037
Barometer Capital Management
Ontario, Canada
– -$10.4M -204,887 Closed
Twin Tree Management
1038
Twin Tree Management
Texas
– -$9.93M -194,269 Closed
EIM
1039
Essex Investment Management
Massachusetts
– -$9.91M -193,860 Closed
TCM
1040
Tegean Capital Management
New York
– -$7.67M -150,000 Closed
Pacer Advisors
1041
Pacer Advisors
Pennsylvania
– -$7.2M -140,771 Closed
Jennison Associates
1042
Jennison Associates
New York
– -$6.97M -136,239 Closed
SFM
1043
Soros Fund Management
New York
– -$6.86M -134,143 Closed
DA
1044
Duality Advisers
Florida
– -$6.47M -126,624 Closed
HAI
1045
Hennessy Advisors Inc
California
– -$6.22M -121,600 Closed
TI
1046
Trexquant Investment
Connecticut
– -$5.95M -116,416 Closed
PI
1047
PEAK6 Investments
Illinois
– -$5.9M -115,309 Closed
HI
1048
HBK Investments
Texas
– -$5.65M -110,572 Closed
HHMI
1049
Howard Hughes Medical Institute
Maryland
– -$5.11M -100,000 Closed
SCM
1050
Stevens Capital Management
Pennsylvania
– -$4.72M -92,341 Closed
40 41
42
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