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Morgan Stanley
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Overview Fund Activity

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.38B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
3
EIP
3
Easterly Investment Partners
Massachusetts
$118M
4
Capital World Investors
4
Capital World Investors
California
$268M
5
Millennium Management
5
Millennium Management
New York
$142M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.75B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$16.6B
3
Bessemer Group
3
Bessemer Group
New Jersey
$23.7M
4
VH
4
ValueAct Holdings
California
$949M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$641M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$16.6B 388,344,081 -9,471,405 -2%
State Street
2
State Street
Massachusetts
$5.12B 119,937,277 -1,408,924 -1%
BlackRock
3
BlackRock
New York
$4.38B 102,752,659 +4,747,177 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.21B 98,648,443 -1,916,982 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.86B 43,537,480 +1,570,376 +4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.75B 41,024,071 -18,461,930 -31%
Invesco
7
Invesco
Georgia
$952M 22,308,039 +636,048 +3%
VH
8
ValueAct Holdings
California
$949M 22,250,000 -3,978,561 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$775M 18,198,385 +234,134 +1%
Norges Bank
10
Norges Bank
Norway
$741M 17,359,867 -196,326 -1%
Northern Trust
11
Northern Trust
Illinois
$674M 15,790,328 +482,623 +3%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$661M 15,499,118 +86,744 +0.6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$641M 15,012,336 -3,101,000 -17%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$634M 14,854,034 -1,712,921 -10%
Ameriprise
15
Ameriprise
Minnesota
$611M 14,324,575 +1,310,027 +10%
Bank of America
16
Bank of America
North Carolina
$587M 13,764,696 +193,747 +1%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M 12,945,527 +2,955,740 +30%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$554M 12,975,088 +369,559 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$468M 10,963,093 -85,630 -0.8%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$433M 10,141,130 -263,909 -3%
Goldman Sachs
21
Goldman Sachs
New York
$398M 9,323,412 +1,372,335 +17%
Franklin Resources
22
Franklin Resources
California
$374M 8,761,963 +712,625 +9%
WT
23
Wellcome Trust
United Kingdom
$370M 8,670,000 – –
Pzena Investment Management
24
Pzena Investment Management
New York
$368M 8,615,226 -280,133 -3%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$331M 7,758,158 +1,992,321 +35%
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