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Morgan Stanley
MS

Overview Fund Activity

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.6B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$409M
3
GA
3
Greenhaven Associates
New York
$459M
4
Goldman Sachs
4
Goldman Sachs
New York
$848M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$445M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
2
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
5
Invesco
Georgia
$922M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$56M 1,158,740 -211,116 -15%
PI
102
PGGM Investments
Netherlands
$55.8M 1,156,048 – –
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$54.7M 1,131,811 -375,730 -25%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$54.1M 1,120,086 -56,288 -5%
ACL
105
Azora Capital LP
Florida
$52.4M 1,084,699 +905,371 +505%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$52.1M 1,079,237 +16,123 +2%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$51.6M 1,068,819 +31,185 +3%
EC
108
EJF Capital
Virginia
$51.4M 1,065,000 +1,065,000 New
AIM
109
Alphinity Investment Management
Australia
$50.6M 1,046,760 +1,046,760 New
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$48.6M 1,005,530 -79,920 -7%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$47.9M 992,642 +254,675 +35%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$47.7M 988,268 +227,605 +30%
RCM
113
RNC Capital Management
California
$47.7M 987,208 +260,572 +36%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$46.8M 969,669 -26,866 -3%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$46.6M 965,675 -357,021 -27%
AG
116
Aperio Group
California
$45.4M 939,235 -40,413 -4%
CCM
117
Cullen Capital Management
New York
$43.1M 892,895 +874,870 +4,854%
AII
118
AGF Investments Inc
Ontario, Canada
$42.7M 883,776 +151,415 +21%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$41.6M 860,259 +27,767 +3%
FWCM
120
Ferguson Wellman Capital Management
Oregon
$41.2M 852,798 +605,275 +245%
ASC
121
Atalanta Sosnoff Capital
New York
$40.9M 847,319 +153,272 +22%
American Century Companies
122
American Century Companies
Missouri
$40.7M 841,985 +102,085 +14%
Truist Financial
123
Truist Financial
North Carolina
$40.7M 841,668 -664,804 -44%
Aristotle Capital Management
124
Aristotle Capital Management
California
$40.2M 831,316 +905 +0.1%
WBC
125
Westpac Banking Corp
Australia
$39.5M 818,452 +680,940 +495%
3 4
5
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