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

Top Sellers

1
State Street
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
251
Bridgecreek Investment Management
Oklahoma
$11.1M -$4.05K -75 -0%
HIMC
252
Heritage Investors Management Corp
Maryland
$11M -$60.1K -1,114 -0.5%
PCM
253
Prana Capital Management
Connecticut
$11M +$3.11M +57,550 +39%
ANI
254
American National Insurance
Texas
$10.9M – – –
CFB
255
Cullen/Frost Bankers
Texas
$10.7M +$2.61M +48,455 +32%
M&T Bank
256
M&T Bank
New York
$10.7M +$593K +10,981 +6%
Treasurer of the State of North Carolina
257
Treasurer of the State of North Carolina
North Carolina
$10.7M +$10.7M +198,072 New
GMI
258
Greystone Managed Investments
Saskatchewan, Canada
$10.7M -$328K -6,087 -3%
PIA
259
Piedmont Investment Advisors
North Carolina
$10.4M -$4.61M -85,479 -31%
MSA
260
Mason Street Advisors
Wisconsin
$10.4M -$92.4K -1,713 -0.9%
NIPH
261
NN Investment Partners Holdings
Netherlands
$10.3M +$68.1K +1,262 +0.7%
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$10.3M -$1.19M -22,055 -10%
KPF
263
K2 Principal Fund
Ontario, Canada
$10.3M +$10.3M +190,000 New
BUB
264
BBVA USA Bancshares
Texas
$10M -$1.33M -24,686 -12%
MAM
265
Mark Asset Management
New York
$9.95M +$1.11M +20,663 +13%
PG
266
PEAK6 Group
Illinois
$9.79M +$9.79M +181,460 New
CWM
267
CIBC World Markets
New York
$9.65M -$5.54M -102,609 -36%
NLGIA
268
Nippon Life Global Investors Americas
New York
$9.28M -$521K -9,660 -5%
MAA
269
Matrix Asset Advisors
New York
$9.22M -$289K -5,349 -3%
DIA
270
Davidson Investment Advisors
Montana
$9.07M -$299K -5,549 -3%
VRS
271
Virginia Retirement Systems
Virginia
$9.07M – – –
GI
272
Gradient Investments
Minnesota
$9.05M +$497K +9,218 +6%
RCIM
273
Russell Clark Investment Management
United Kingdom
$8.93M +$2.45M +45,400 +38%
MI
274
Markston International
New York
$8.9M -$44K -815 -0.5%
Truist Financial
275
Truist Financial
North Carolina
$8.86M -$90.9K -1,685 -1%
9 10
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