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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 %
Nomura Holdings
151
Nomura Holdings
Japan
$32.6M 698,900 +547,473 +362%
AL
152
AJO LP
Pennsylvania
$32.4M 669,380 -1,921,987 -74%
Canada Pension Plan Investment Board
153
Canada Pension Plan Investment Board
Ontario, Canada
$32M 662,054 +39,306 +6%
SIM
154
Sadoff Investment Management
Wisconsin
$31.9M 659,586 -16,500 -2%
SEI Investments
155
SEI Investments
Pennsylvania
$30M 620,551 -113,529 -15%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$29.8M 616,733 -7,231 -1%
Massachusetts Financial Services
157
Massachusetts Financial Services
Massachusetts
$29.6M 612,841 -68,150 -10%
EC
158
EJF Capital
Virginia
$29M 600,000 -465,000 -44%
Calamos Advisors
159
Calamos Advisors
Illinois
$28.7M 593,375 +18,247 +3%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$27.6M 570,848 +200,507 +54%
PAMU
161
Pictet Asset Management (UK)
United Kingdom
$26.5M 548,159 -211,507 -28%
Aberdeen Group
162
Aberdeen Group
United Kingdom
$26.4M 546,722 -41,523 -7%
GIA
163
Gateway Investment Advisers
Ohio
$26.4M 545,905 -1,216 -0.2%
CSS
164
Cubist Systematic Strategies
Connecticut
$26.3M 543,590 +483,737 +808%
DIA
165
Dana Investment Advisors
Wisconsin
$25.8M 534,278 -64,407 -11%
BCM
166
Basswood Capital Management
New York
$25.7M 531,399 +133,667 +34%
EOJOAM
167
E. Ohman J:or Asset Management
Sweden
$25.1M 518,910 +471,904 +1,004%
BCM
168
Bridgeway Capital Management
Texas
$25M 516,385 -152,800 -23%
OAM
169
Oppenheimer Asset Management
New York
$24.5M 507,437 -8,878 -2%
Arrowstreet Capital
170
Arrowstreet Capital
Massachusetts
$23.7M 490,300 +451,097 +1,151%
DDPIC
171
Deroy & Devereaux Private Investment Counsel
Michigan
$22.9M 474,483 -2,783 -0.6%
HIIFS
172
Harel Insurance Investments & Financial Services
Israel
$22.9M 473,566 +473,566 New
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$22.7M 468,504 -400 -0.1%
TBC
174
Tweedy, Browne Co
Connecticut
$22.4M 463,155 +655 +0.1%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$22.4M 462,962 +2,130 +0.5%
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