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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
23.06%
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 %
PI
176
PineBridge Investments
New York
$21.8M 450,242 +185,395 +70%
CAM
177
Crake Asset Management
United Kingdom
$21.4M 443,000 +443,000 New
CIBC World Market
178
CIBC World Market
Ontario, Canada
$21.3M 441,426 +13,531 +3%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$21.3M 441,348 +165,931 +60%
ACI
180
AMP Capital Investors
Australia
$21.3M 451,096 -25,501 -5%
Aviva
181
Aviva
United Kingdom
$21.2M 437,538 -11,514 -3%
ERSOT
182
Employees Retirement System of Texas
Texas
$20.5M 423,000 +76,000 +22%
CS
183
Candriam SCA
Luxembourg
$20.4M 421,777 +66,497 +19%
PF
184
Phoenix Financial
Israel
$20.4M 446,521 +92,136 +26%
CWM
185
CIBC World Markets
New York
$20.4M 420,932 +41,271 +11%
GC
186
Gillson Capital
Illinois
$20.1M 415,693 +415,693 New
Voloridge Investment Management
187
Voloridge Investment Management
Florida
$19.8M 408,560 +408,560 New
LCM
188
Laurion Capital Management
New York
$19.7M 407,382 +395,582 +3,352%
Royal London Asset Management
189
Royal London Asset Management
United Kingdom
$19.4M 411,106 -292 -0.1%
EARNEST Partners
190
EARNEST Partners
Georgia
$19.1M 394,049 +49,276 +14%
WCM
191
Wedge Capital Management
North Carolina
$18.6M 385,234 -156,948 -29%
Holocene Advisors
192
Holocene Advisors
New York
$18.6M 383,732 -332,026 -46%
Rafferty Asset Management
193
Rafferty Asset Management
New York
$18.5M 383,443 +149,838 +64%
MCM
194
Maltese Capital Management
New York
$18.4M 380,733 -125,667 -25%
AIG
195
American International Group
New York
$18.3M 378,872 -13,543 -3%
FAF
196
Fjarde Ap-fonden
Sweden
$18.1M 375,321 +6,800 +2%
OPERF
197
Oregon Public Employees Retirement Fund
Oregon
$17.9M 371,229 -21,451 -5%
ASRS
198
Arizona State Retirement System
Arizona
$17.4M 359,393 +77,633 +28%
ADEF
199
Adams Diversified Equity Fund
Maryland
$17.3M 358,500 +41,000 +13%
CIP
200
Chartwell Investment Partners
Pennsylvania
$17.3M 357,523 -3,875 -1%
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