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Morgan Stanley
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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.

Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.74%
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
1
JPMorgan Chase & Co
New York
$1.68B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$331M
3
Franklin Resources
3
Franklin Resources
California
$343M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.24B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$162M

Top Sellers

1
State Street
1
State Street
Massachusetts
$3.85B
2
BlackRock
2
BlackRock
New York
$3.24B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$12.8B
4
Ameriprise
4
Ameriprise
Minnesota
$413M
5
Man Group
5
Man Group
United Kingdom
$85.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$12.8B 377,085,167 -5,474,250 -1%
State Street
2
State Street
Massachusetts
$3.85B 113,302,801 -6,943,387 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.44B 101,106,306 +2,821,305 +3%
BlackRock
4
BlackRock
New York
$3.24B 95,347,680 -6,800,452 -7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.24B 65,889,863 +3,830,234 +6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.68B 49,510,787 +8,408,768 +20%
Invesco
7
Invesco
Georgia
$733M 21,558,542 +407,389 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$632M 18,579,051 -219,392 -1%
Nuveen Asset Management
9
Nuveen Asset Management
Illinois
$611M 17,972,662 +1,705,764 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$600M 17,669,902 -594,209 -3%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$516M 15,165,338 -169,131 -1%
Bank of America
12
Bank of America
North Carolina
$507M 14,917,213 -234,354 -2%
VH
13
ValueAct Holdings
California
$485M 14,250,000 -750,000 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$480M 14,115,011 +378,804 +3%
Northern Trust
15
Northern Trust
Illinois
$468M 13,770,089 -487,144 -3%
Norges Bank
16
Norges Bank
Norway
$463M 13,611,791 +394,035 +3%
Goldman Sachs
17
Goldman Sachs
New York
$453M 13,333,761 +2,988,073 +29%
Ameriprise
18
Ameriprise
Minnesota
$413M 12,163,281 -2,847,027 -19%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$394M 11,581,613 -966,804 -8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$352M 10,341,735 -540,228 -5%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$350M 10,314,746 +517,607 +5%
Franklin Resources
22
Franklin Resources
California
$343M 10,097,444 +4,478,558 +80%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$331M 9,734,872 +5,479,386 +129%
Pzena Investment Management
24
Pzena Investment Management
New York
$288M 8,479,495 -215,769 -2%
WT
25
Wellcome Trust
United Kingdom
$272M 8,000,000 -670,000 -8%
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