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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 Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
101
Wellington Management Group
Massachusetts
$41.7M 1,226,168 -624,282 -34%
FMI
102
Factory Mutual Insurance
Massachusetts
$41.3M 1,215,100 +533,000 +78%
EWM
103
Evercore Wealth Management
New York
$41.2M 1,211,512 +52,547 +5%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$40.2M 1,085,450 +385,287 +55%
DLA
105
Douglas Lane & Associates
New York
$40.1M 1,179,024 +9,191 +0.8%
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
$40M 1,176,374 +435,221 +59%
Victory Capital Management
107
Victory Capital Management
Texas
$39.6M 1,164,212 +454,278 +64%
PI
108
PGGM Investments
Netherlands
$39.3M 1,156,048 +608,210 +111%
PI
109
Putnam Investments
Massachusetts
$38.1M 1,119,893 -151,157 -12%
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$36.9M 1,085,799 -93,361 -8%
Millennium Management
111
Millennium Management
New York
$36.7M 1,080,436 +123,782 +13%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$36.1M 1,063,114 +182,150 +21%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$35.6M 1,046,374 +280,571 +37%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$35.3M 1,037,634 -8,142 -0.8%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$33.9M 996,535 -90,941 -8%
AG
116
Aperio Group
California
$33.3M 979,648 +119,229 +14%
BM
117
Bridger Management
New York
$33.1M 973,461 – –
Adage Capital Partners
118
Adage Capital Partners
Massachusetts
$32.6M 959,291 -706,715 -42%
KBC Group
119
KBC Group
Belgium
$31.6M 928,295 -145,733 -14%
First Trust Advisors
120
First Trust Advisors
Illinois
$31.1M 915,651 -189,553 -17%
MCM
121
Moore Capital Management
New York
$31.1M 915,000 +915,000 New
Lazard Asset Management
122
Lazard Asset Management
New York
$30.4M 894,889 +418 +0%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$30.1M 884,377 – –
APG Asset Management
124
APG Asset Management
Netherlands
$29.7M 873,902 +609,747 +231%
Massachusetts Financial Services
125
Massachusetts Financial Services
Massachusetts
$29.4M 865,631 -397,067 -31%
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5
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