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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 %
KPF
1151
K2 Principal Fund
Ontario, Canada
– – -60,876 Closed
ECM
1152
ExodusPoint Capital Management
New York
– – -45,203 Closed
JPC
1153
Jabodon PT Co
Nevada
– – -44,261 Closed
RA
1154
Ramius Advisors
New York
– – -41,591 Closed
MERSOM
1155
Municipal Employees' Retirement System of Michigan
Michigan
– – -36,570 Closed
TEE
1156
Tibra Equities Europe
United Kingdom
– – -34,648 Closed
MMA
1157
Miracle Mile Advisors
California
– – -25,504 Closed
PL
1158
Polianta Ltd
Jersey
– – -21,200 Closed
CA
1159
Cornerstone Advisors
North Carolina
– – -20,000 Closed
LP
1160
LMR Partners
United Kingdom
– – -19,652 Closed
AI
1161
Atom Investors
Texas
– – -15,922 Closed
ER
1162
Enlightenment Research
Florida
– – -15,400 Closed
AGM
1163
Alpine Global Management
New York
– – -14,645 Closed
EWM
1164
Empirical Wealth Management
Washington
– – -13,685 Closed
MLL
1165
Moody Lynn & Lieberson
Massachusetts
– – -13,640 Closed
TCM
1166
Tuttle Capital Management
Connecticut
– – -13,493 Closed
IP
1167
Interval Partners
New York
– – -12,786 Closed
ALAM
1168
Asahi Life Asset Management
Japan
– – -11,600 Closed
WCM
1169
Weld Capital Management
New York
– – -10,304 Closed
SIP
1170
Stoneridge Investment Partners
Pennsylvania
– – -10,189 Closed
BCM
1171
Bienville Capital Management
New York
– – -10,182 Closed
IWP
1172
Icon Wealth Partners
Texas
– – -9,188 Closed
MAP
1173
Moody Aldrich Partners
Massachusetts
– – -8,890 Closed
RIM
1174
Rampart Investment Management
Connecticut
– – -8,759 Closed
LAM
1175
Lingohr Asset Management
Germany
– – -8,189 Closed
45 46
47
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