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Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$969M
5
Barclays
5
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
4
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
5
Ameriprise
Minnesota
$570M
Name Market Value Shares Shares
Change 		Shares
Change %
NLGIA
226
Nippon Life Global Investors Americas
New York
$11.9M 255,710 +57,010 +29%
HighTower Advisors
227
HighTower Advisors
Illinois
$11.9M 254,642 -27,852 -10%
BCMNY
228
Buckingham Capital Management (New York)
New York
$11.9M 254,704 -28,301 -10%
MOACM
229
Mutual of America Capital Management
New York
$11.8M 253,343 +4,246 +2%
LCM
230
LVM Capital Management
Michigan
$11.8M 253,053 +352 +0.1%
CGH
231
Crossmark Global Holdings
Texas
$11.8M 252,474 +10,174 +4%
BPB
232
Badgley, Phelps & Bell
Washington
$11.3M 243,338 +3,894 +2%
XK
233
Xact Kapitalforvaltning
Sweden
$11.3M 242,650 -28,874 -11%
CBOA
234
Commonwealth Bank of Australia
Australia
$11.2M 240,585 +8,700 +4%
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$11.2M 240,212 -899 -0.4%
MSL
236
Mackay Shields LLC
New York
$11.1M 239,229 -14,740 -6%
TU
237
TDAM USA
Ontario, Canada
$11.1M 232,986 +4,365 +2%
PCM
238
Prana Capital Management
Connecticut
$11.1M 237,358 +57,623 +32%
HIMC
239
Heritage Investors Management Corp
Maryland
$11M 236,821 +29,910 +14%
Comerica Bank
240
Comerica Bank
Texas
$11M 247,496 -68,514 -22%
EGA
241
Eagle Global Advisors
Texas
$11M 235,789 +1,503 +0.6%
NMIMC
242
Northwestern Mutual Investment Management Company
Wisconsin
$10.8M 232,044 -28,984 -11%
URS
243
Utah Retirement Systems
Utah
$10.7M 228,820 -2,300 -1%
CCP
244
Clough Capital Partners
Massachusetts
$10.6M 228,100 -19,000 -8%
GC
245
Guggenheim Capital
Illinois
$10.6M 226,815 +1,563 +0.7%
AIM
246
Achmea Investment Management
Netherlands
$10.5M 225,302 – –
MME
247
Meag Munich Ergo
Germany
$10.4M 218,787 +97,509 +80%
Nomura Asset Management
248
Nomura Asset Management
Japan
$10.4M 222,976 +1,727 +0.8%
US Bancorp
249
US Bancorp
Minnesota
$10.1M 217,872 -7,007 -3%
LPL Financial
250
LPL Financial
California
$10.1M 216,934 -2,430 -1%
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