MS icon

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 %
PHAM
251
Pacific Heights Asset Management
California
$10M 215,000 – –
ZIG
252
Zurich Insurance Group
Switzerland
$9.94M 213,364 -42,841 -17%
MSV
253
MN Services Vermogensbeheer
Netherlands
$9.93M 213,290 – –
Skandinaviska Enskilda Banken (SEB)
254
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.89M 212,450 -13,600 -6%
BIM
255
Bridgecreek Investment Management
Oklahoma
$9.58M 205,795 – –
OAM
256
Oppenheimer Asset Management
New York
$9.45M 202,803 +98,418 +94%
MAM
257
Mark Asset Management
New York
$9.11M 195,640 +52,197 +36%
GMI
258
Greystone Managed Investments
Saskatchewan, Canada
$8.95M 192,246 -9,149 -5%
M&T Bank
259
M&T Bank
New York
$8.92M 191,531 -6,234 -3%
B
260
Barings
North Carolina
$8.9M 191,147 -29,300 -13%
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$8.9M 191,085 -12,112 -6%
VRS
262
Virginia Retirement Systems
Virginia
$8.84M 189,800 +30,700 +19%
NIPH
263
NN Investment Partners Holdings
Netherlands
$8.8M 188,873 +7,424 +4%
PI
264
PineBridge Investments
New York
$8.79M 188,854 -69,009 -27%
GI
265
Gradient Investments
Minnesota
$8.71M 187,030 +12,905 +7%
MSA
266
Mason Street Advisors
Wisconsin
$8.68M 186,413 -4,834 -3%
BCM
267
BlueMar Capital Management
Florida
$8.64M 185,606 -12,200 -6%
MNBTD
268
Moody National Bank Trust Division
Texas
$8.64M 185,508 +153,375 +477%
SFI
269
Susquehanna Fundamental Investments
Pennsylvania
$8.6M 184,689 +184,689 New
HC
270
Hourglass Capital
Texas
$8.51M 182,819 -24,550 -12%
SOADOR
271
State of Alaska Department of Revenue
Alaska
$8.5M 182,556 +1,419 +0.8%
CFB
272
Cullen/Frost Bankers
Texas
$8.47M 181,895 -2,679 -1%
ANI
273
American National Insurance
Texas
$8.43M 180,900 -21,000 -10%
Mitsubishi UFJ Asset Management
274
Mitsubishi UFJ Asset Management
Japan
$8.26M 177,444 -7,139 -4%
HIMCH
275
Hartford Investment Management Co (HIMCO)
Connecticut
$8.24M 176,830 -15,308 -8%
9 10
11
12 13