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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
23.07%
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 %
Marshall Wace
101
Marshall Wace
United Kingdom
$62.5M 1,292,627 +1,087,610 +530%
EWM
102
Evercore Wealth Management
New York
$61.6M 1,273,369 +25,372 +2%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$58.1M 1,202,090 -4,420 -0.4%
Man Group
104
Man Group
United Kingdom
$57.9M 1,196,757 +884,981 +284%
Parallax Volatility Advisers
105
Parallax Volatility Advisers
California
$57.7M 1,194,192 +396,009 +50%
DLA
106
Douglas Lane & Associates
New York
$56.5M 1,169,088 +373 +0%
PI
107
PGGM Investments
Netherlands
$55.9M 1,156,048 – –
Korea Investment Corp
108
Korea Investment Corp
South Korea
$54.6M 1,130,261 -585,000 -34%
ASC
109
Atalanta Sosnoff Capital
New York
$54.3M 1,123,384 +276,065 +33%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$54.1M 1,119,358 +50,539 +5%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$52.8M 1,092,541 -39,270 -3%
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$50.4M 1,042,991 +50,349 +5%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$49.1M 1,016,523 +156,264 +18%
AIM
114
Alphinity Investment Management
Australia
$49.1M 1,014,943 -31,817 -3%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$48.8M 1,009,859 +44,184 +5%
Capstone Investment Advisors
116
Capstone Investment Advisors
New York
$48.7M 1,006,772 +1,006,772 New
Neuberger Berman Group
117
Neuberger Berman Group
New York
$48.3M 1,000,919 -197,886 -17%
RCM
118
RNC Capital Management
California
$48.3M 997,964 +10,756 +1%
AG
119
Aperio Group
California
$47.8M 988,706 +49,471 +5%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$47.4M 980,543 +195,933 +25%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$46.5M 960,615 -27,653 -3%
AQR Capital Management
122
AQR Capital Management
Connecticut
$45M 938,079 -261,110 -22%
Two Sigma Investments
123
Two Sigma Investments
New York
$44.8M 926,589 +853,032 +1,160%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$43.6M 902,415 +202,062 +29%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$43.3M 894,622 -75,047 -8%
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