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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$18.2B 377,085,167 – –
State Street
2
State Street
Massachusetts
$5.41B 111,977,559 -1,325,242 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.77B 98,750,435 -2,355,871 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.6B 95,183,733 +29,293,870 +44%
BlackRock
5
BlackRock
New York
$4.59B 95,078,226 -269,454 -0.3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.5B 51,673,147 +2,162,360 +4%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$958M 19,840,989 +1,868,327 +10%
Invesco
8
Invesco
Georgia
$922M 19,091,436 -2,467,106 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$870M 18,046,418 +376,516 +2%
Goldman Sachs
10
Goldman Sachs
New York
$848M 17,551,382 +4,217,621 +32%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$805M 16,674,291 -1,904,760 -10%
Bank of America
12
Bank of America
North Carolina
$782M 16,181,971 +1,264,758 +8%
Norges Bank
13
Norges Bank
Norway
$731M 15,138,913 +1,527,122 +11%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$716M 14,830,891 -334,447 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$690M 14,288,729 +173,718 +1%
VH
16
ValueAct Holdings
California
$688M 14,250,000 – –
Northern Trust
17
Northern Trust
Illinois
$671M 13,890,336 +120,247 +0.9%
Ameriprise
18
Ameriprise
Minnesota
$668M 13,832,982 +1,669,701 +14%
Franklin Resources
19
Franklin Resources
California
$604M 11,837,495 +1,740,051 +17%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$540M 11,434,542 -147,071 -1%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$506M 10,654,112 +339,366 +3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$496M 10,272,207 -69,528 -0.7%
GA
23
Greenhaven Associates
New York
$459M 9,494,874 +6,579,774 +226%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$445M 9,206,381 +4,087,029 +80%
Fidelity International
25
Fidelity International
Bermuda
$432M 8,938,410 +2,040,307 +30%
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