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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 %
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.2M 665,759 -7,388 -1%
Victory Capital Management
152
Victory Capital Management
Texas
$31.5M 652,901 -511,311 -44%
KHCM
153
Kettle Hill Capital Management
New York
$30.2M 625,375 -139,810 -18%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$30.1M 623,964 -190,621 -23%
Canada Pension Plan Investment Board
155
Canada Pension Plan Investment Board
Ontario, Canada
$30.1M 622,748 -736,799 -54%
Select Equity Group
156
Select Equity Group
New York
$28.9M 599,140 +599,140 New
DIA
157
Dana Investment Advisors
Wisconsin
$28.9M 598,685 -74,806 -11%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$28.4M 588,245 -29,817 -5%
SFM
159
Soros Fund Management
New York
$28.1M 582,263 +582,263 New
Calamos Advisors
160
Calamos Advisors
Illinois
$27.8M 575,128 +45,576 +9%
Point72 Asset Management
161
Point72 Asset Management
Connecticut
$26.6M 550,175 -1,083,325 -66%
GIA
162
Gateway Investment Advisers
Ohio
$26.4M 547,121 -90,142 -14%
WCM
163
Wedge Capital Management
North Carolina
$26.2M 542,182 -20,549 -4%
OAM
164
Oppenheimer Asset Management
New York
$24.9M 516,315 +295,995 +134%
MCM
165
Maltese Capital Management
New York
$24.5M 506,400 -13,600 -3%
DDPIC
166
Deroy & Devereaux Private Investment Counsel
Michigan
$23.1M 477,266 -10,418 -2%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$22.6M 468,904 +8,170 +2%
ACI
168
AMP Capital Investors
Australia
$22.5M 476,597 -133,480 -22%
TBC
169
Tweedy, Browne Co
Connecticut
$22.3M 462,500 +462,500 New
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$22.3M 460,832 -99,560 -18%
Aviva
171
Aviva
United Kingdom
$21.7M 449,052 -94,180 -17%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$20.7M 427,895 -197,384 -32%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$19.4M 411,398 -58,341 -12%
Bessemer Group
174
Bessemer Group
New Jersey
$19.4M 402,175 -33,272 -8%
Axa
175
Axa
France
$19.3M 398,835 -198,608 -33%
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