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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 %
FWCM
126
Ferguson Wellman Capital Management
Oregon
$43.2M 893,408 +40,610 +5%
CCM
127
Cullen Capital Management
New York
$42.7M 882,705 -10,190 -1%
American Century Companies
128
American Century Companies
Missouri
$42.7M 882,388 +40,403 +5%
PCIG
129
Partners Capital Investment Group
Massachusetts
$41.7M 861,978 +56,617 +7%
LCP
130
LGT Capital Partners
Switzerland
$40.3M 833,560 +48,820 +6%
Aristotle Capital Management
131
Aristotle Capital Management
California
$40.2M 831,306 -10 -0%
BM
132
Bridger Management
New York
$39.5M 817,030 – –
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$39.4M 815,634 +14,591 +2%
RC
134
RBF Capital
California
$39M 806,000 – –
TAM
135
Todd Asset Management
Kentucky
$37.8M 780,865 +2,084 +0.3%
Truist Financial
136
Truist Financial
North Carolina
$37.7M 779,619 -62,049 -7%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$37.1M 766,667 -45,891 -6%
TAF
138
Tredje AP-fonden
Sweden
$36.8M 760,401 +430,000 +130%
Adage Capital Partners
139
Adage Capital Partners
Massachusetts
$36.5M 755,256 -43,400 -5%
PR
140
Payden & Rygel
California
$36M 745,500 +48,800 +7%
M&T Bank
141
M&T Bank
New York
$35.8M 739,993 -14,474 -2%
Victory Capital Management
142
Victory Capital Management
Texas
$35.2M 727,435 +74,534 +11%
PI
143
Putnam Investments
Massachusetts
$34.8M 719,695 -3,623 -0.5%
APG Asset Management
144
APG Asset Management
Netherlands
$34.6M 839,842 -59,291 -7%
WBC
145
Westpac Banking Corp
Australia
$34.1M 706,012 -112,440 -14%
AII
146
AGF Investments Inc
Ontario, Canada
$33.4M 689,797 -193,979 -22%
RJA
147
Raymond James & Associates
Florida
$33M 683,358 +12,300 +2%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.9M 680,233 +14,474 +2%
Asset Management One
149
Asset Management One
Japan
$32.8M 679,300 -38,645 -5%
SO
150
STRS Ohio
Ohio
$32.8M 679,257 -31,199 -4%
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