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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
Ameriprise
Minnesota
$570M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
276
Banco Santander
Spain
$8.18M +$2.76M +59,164 +51%
BVDMP
277
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.15M – – –
CWM
278
CIBC World Markets
New York
$8.14M -$828K -17,791 -9%
TAM
279
Taurus Asset Management
New York
$7.95M +$7.95M +170,670 New
Hudson Bay Capital Management
280
Hudson Bay Capital Management
Connecticut
$7.9M +$7.9M +169,608 New
MI
281
Markston International
New York
$7.87M +$90.8K +1,950 +1%
Cohen & Steers
282
Cohen & Steers
New York
$7.86M -$3.5M -75,213 -31%
DnB Asset Management
283
DnB Asset Management
Norway
$7.8M +$113K +2,426 +1%
WB
284
WesBanco Bank
West Virginia
$7.74M +$2.16M +46,276 +39%
IG
285
ING Group
Netherlands
$7.73M +$935K +20,082 +14%
MSE
286
MUFG Securities EMEA
United Kingdom
$7.73M +$1.6M +34,421 +26%
DILIC
287
Dai-ichi Life Insurance Company
Japan
$7.72M +$2.18M +46,762 +39%
Verition Fund Management
288
Verition Fund Management
Connecticut
$7.68M +$1.64M +35,151 +27%
MAA
289
Matrix Asset Advisors
New York
$7.65M -$163K -3,491 -2%
B
290
BP
United Kingdom
$7.64M +$792K +17,000 +12%
DIA
291
Davidson Investment Advisors
Montana
$7.6M -$108K -2,328 -1%
AC
292
Argentiere Capital
Switzerland
$7.55M +$2M +42,949 +36%
VIA
293
Vantis Investment Advisers
Florida
$7.49M +$7.49M +160,900 New
Truist Financial
294
Truist Financial
North Carolina
$7.47M +$6.89K +148 +0.1%
RG
295
Rathbones Group
United Kingdom
$7.46M +$235K +5,055 +3%
NAM
296
Nissay Asset Management
Japan
$7.36M +$99K +2,125 +1%
AIMCA
297
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.31M -$3.27M -70,300 -31%
CA
298
Cornerstone Advisors
North Carolina
$7.31M +$3.38M +72,500 +86%
AB
299
Amalgamated Bank
New York
$7.29M -$297K -6,377 -4%
RC
300
RegentAtlantic Capital
New Jersey
$7.21M +$585K +12,562 +9%
10 11
12
13 14