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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$387M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B
3
EVM
3
Eaton Vance Management
Massachusetts
$281M
4
Deutsche Bank
4
Deutsche Bank
Germany
$363M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$787M

Top Sellers

1
State Street
1
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$13.1M -$782K -14,495 -6%
CGH
227
Crossmark Global Holdings
Texas
$13M -$1.49M -27,670 -10%
LOAMS
228
Lombard Odier Asset Management (Switzerland)
Switzerland
$13M -$8.96M -166,115 -41%
NP
229
NS Partners
United Kingdom
$12.9M -$49K -908 -0.4%
URS
230
Utah Retirement Systems
Utah
$12.8M -$124K -2,300 -1%
TU
231
TDAM USA
Ontario, Canada
$12.8M +$124K +2,298 +1%
US Bancorp
232
US Bancorp
Minnesota
$12.8M +$131K +2,436 +1%
BPB
233
Badgley, Phelps & Bell
Washington
$12.7M +$742K +13,756 +6%
IA
234
Icon Advisers
Colorado
$12.7M +$9.16M +169,718 +259%
Cohen & Steers
235
Cohen & Steers
New York
$12.7M -$1.84M -34,097 -13%
EGA
236
Eagle Global Advisors
Texas
$12.6M +$333K +6,180 +3%
Hudson Bay Capital Management
237
Hudson Bay Capital Management
Connecticut
$12.6M +$3.22M +59,710 +34%
CCMG
238
Clark Capital Management Group
Pennsylvania
$12.2M -$7.39M -137,014 -38%
SCM
239
Sterling Capital Management
North Carolina
$12M +$143K +2,650 +1%
HC
240
Hourglass Capital
Texas
$12M -$127K -2,353 -1%
B
241
Barings
North Carolina
$11.9M +$1.22M +22,600 +11%
Millennium Management
242
Millennium Management
New York
$11.9M -$16.9M -314,092 -59%
PHAM
243
Pacific Heights Asset Management
California
$11.6M -$2.7M -50,000 -19%
LPL Financial
244
LPL Financial
California
$11.6M +$3.75M +69,406 +48%
MSV
245
MN Services Vermogensbeheer
Netherlands
$11.5M -$135K -2,500 -1%
MLICM
246
Metropolitan Life Insurance Company (MetLife)
New York
$11.4M -$36.6K -678 -0.3%
EIM
247
ExxonMobil Investment Management
Texas
$11.4M -$546K -10,126 -5%
Nomura Asset Management
248
Nomura Asset Management
Japan
$11.4M +$320K +5,931 +3%
JPMIA
249
J.P. Marvel Investment Advisors
Massachusetts
$11.4M -$63.7K -1,180 -0.6%
BVDMP
250
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11.1M -$2.16M -40,000 -16%
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