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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
$1.68B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$331M
3
Franklin Resources
Franklin Resources
California
$343M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.24B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$162M

Top Sellers

1
State Street
State Street
Massachusetts
$3.85B
2
BlackRock
BlackRock
New York
$3.24B
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$12.8B
4
Ameriprise
Ameriprise
Minnesota
$413M
5
Man Group
Man Group
United Kingdom
$85.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
126
RBF Capital
California
$29M +$1.88M +55,250 +7%
TAM
127
Todd Asset Management
Kentucky
$28.5M -$3.79M -111,532 -12%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$28.3M -$3.53M -103,865 -11%
Aristotle Capital Management
129
Aristotle Capital Management
California
$28.2M +$3.04M +89,266 +12%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$27.7M -$20.1M -590,154 -42%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$27.6M -$2.37M -69,560 -8%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$27.2M +$27.2M +799,900 New
BCM
133
Bridgeway Capital Management
Texas
$26.2M -$7.16M -210,600 -21%
KHCM
134
Kettle Hill Capital Management
New York
$26M +$26M +765,185 New
Voloridge Investment Management
135
Voloridge Investment Management
Florida
$26M +$26M +764,844 New
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$25.9M +$25M +735,776 +2,956%
PCIG
137
Partners Capital Investment Group
Massachusetts
$25.8M +$7.72M +227,030 +43%
American Century Companies
138
American Century Companies
Missouri
$25.2M +$3.09M +90,998 +14%
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$25.1M +$13.1M +385,128 +109%
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$25.1M +$572K +16,838 +2%
SO
141
STRS Ohio
Ohio
$25M +$1.43M +41,913 +6%
M&T Bank
142
M&T Bank
New York
$25M +$4.75M +139,725 +23%
AII
143
AGF Investments Inc
Ontario, Canada
$24.9M +$24.9M +732,361 New
Asset Management One
144
Asset Management One
Japan
$24.8M +$158K +4,654 +0.6%
RCM
145
RNC Capital Management
California
$24.7M +$5.74M +168,711 +30%
SEI Investments
146
SEI Investments
Pennsylvania
$24.2M +$3.22M +94,568 +15%
ASC
147
Atalanta Sosnoff Capital
New York
$23.6M +$23.3M +685,794 +8,310%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$23.5M +$6.12M +179,855 +35%
Nordea Investment Management
149
Nordea Investment Management
Sweden
$23.1M +$19.1M +557,112 +483%
SIM
150
Sadoff Investment Management
Wisconsin
$23.1M -$878K -25,819 -4%
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