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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$18.2B 377,085,167 – –
State Street
2
State Street
Massachusetts
$5.37B 111,034,564 -942,995 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.7B 97,111,448 -1,638,987 -2%
BlackRock
4
BlackRock
New York
$4.48B 92,609,463 -2,468,763 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.25B 87,856,531 -7,327,202 -8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.37B 50,251,909 -1,421,238 -3%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$873M 18,052,717 -1,788,272 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$868M 17,984,788 -61,630 -0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$849M 17,563,623 +889,332 +5%
Invesco
10
Invesco
Georgia
$812M 16,798,585 -2,292,851 -12%
Bank of America
11
Bank of America
North Carolina
$802M 16,584,387 +402,416 +2%
Northern Trust
12
Northern Trust
Illinois
$758M 15,685,424 +1,795,088 +13%
Norges Bank
13
Norges Bank
Norway
$679M 14,034,107 -1,104,806 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$663M 13,716,856 -571,873 -4%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$661M 13,669,926 -1,160,965 -8%
Ameriprise
16
Ameriprise
Minnesota
$658M 13,615,886 -217,096 -2%
VH
17
ValueAct Holdings
California
$556M 11,500,000 -2,750,000 -19%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$543M 11,224,483 -210,059 -2%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$496M 10,388,142 -265,970 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$477M 9,868,603 -403,604 -4%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$476M 9,844,955 +638,574 +7%
GA
22
Greenhaven Associates
New York
$445M 9,209,774 -285,100 -3%
Franklin Resources
23
Franklin Resources
California
$440M 9,092,835 -2,744,660 -23%
Fisher Asset Management
24
Fisher Asset Management
Washington
$429M 8,878,118 +415,914 +5%
Legal & General Group
25
Legal & General Group
United Kingdom
$382M 7,902,804 +124,071 +2%
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