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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 %
DIA
151
Dana Investment Advisors
Wisconsin
$22.9M +$1.73M +50,784 +8%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.9M -$8.08M -237,650 -26%
LCP
153
LGT Capital Partners
Switzerland
$22M +$2.17M +63,940 +11%
SG Americas Securities
154
SG Americas Securities
New York
$21.7M +$21.4M +629,006 +6,104%
GIA
155
Gateway Investment Advisers
Ohio
$21.7M -$8.37M -246,117 -28%
Capital Fund Management (CFM)
156
Capital Fund Management (CFM)
France
$21.5M -$633K -18,615 -3%
CIBC World Market
157
CIBC World Market
Ontario, Canada
$21.3M +$8.54M +251,209 +67%
ACI
158
AMP Capital Investors
Australia
$21.3M -$2.84M -81,585 -12%
DekaBank Deutsche Girozentrale
159
DekaBank Deutsche Girozentrale
Germany
$21.1M +$10.5M +300,537 +99%
Aberdeen Group
160
Aberdeen Group
United Kingdom
$21M +$20.2K +594 +0.1%
BCM
161
Basswood Capital Management
New York
$21M +$9.21M +270,970 +78%
Axa
162
Axa
France
$20.3M +$9.73M +286,319 +92%
PAMU
163
Pictet Asset Management (UK)
United Kingdom
$19.9M -$1.33M -39,000 -6%
BNP Paribas Asset Management
164
BNP Paribas Asset Management
France
$19.8M +$374K +10,986 +2%
WCM
165
Wedge Capital Management
North Carolina
$19.1M -$2.31M -67,820 -11%
Treasurer of the State of North Carolina
166
Treasurer of the State of North Carolina
North Carolina
$19.1M +$1.37M +40,320 +8%
Fisher Asset Management
167
Fisher Asset Management
Washington
$18.9M -$39.6M -1,165,544 -68%
Aviva
168
Aviva
United Kingdom
$18.5M +$301K +8,866 +2%
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$18.4M -$11.2M -330,660 -38%
RJA
170
Raymond James & Associates
Florida
$18.3M -$1.88M -55,204 -9%
PR
171
Payden & Rygel
California
$18.1M +$5.26M +154,831 +41%
Calamos Advisors
172
Calamos Advisors
Illinois
$18M -$27M -794,488 -60%
MCM
173
Maltese Capital Management
New York
$17.7M -$762K -22,400 -4%
GI
174
GAMCO Investors
Connecticut
$17.4M -$958K -28,180 -5%
CCMG
175
Clark Capital Management Group
Pennsylvania
$16.6M -$6.92M -203,641 -29%
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