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Morgan Stanley
MS

Overview Fund Activity

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$172M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Millennium Management
3
Millennium Management
New York
$160M
4
Deutsche Bank
4
Deutsche Bank
Germany
$467M
5
AL
5
AJO LP
Pennsylvania
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$20.2B
3
State Street
3
State Street
Massachusetts
$6.28B
4
Ameriprise
4
Ameriprise
Minnesota
$689M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
376
Westpac Banking Corp
Australia
$4.2M +$103K +2,163 +3%
SCCM
377
Schafer Cullen Capital Management
New York
$4.14M -$36K -760 -0.9%
SLI
378
Sumitomo Life Insurance
Japan
$4.11M +$294K +6,199 +8%
CSS
379
Cubist Systematic Strategies
Connecticut
$4.06M +$2.68M +56,583 +194%
TAM
380
Tyers Asset Management
Texas
$4.05M -$907K -19,140 -18%
AF
381
Arrow Financial
New York
$4.05M -$27.4K -579 -0.7%
AIC
382
Argus Investors Counsel
New York
$4.04M -$344K -7,257 -8%
NB
383
Norinchukin Bank
Japan
$4.02M -$18.2K -383 -0.4%
CA
384
Cornerstone Advisors
North Carolina
$4.01M – – –
KOCAA
385
Knights of Columbus Asset Advisors
Connecticut
$3.97M -$763K -16,100 -16%
LOAMU
386
Lombard Odier Asset Management (USA)
New York
$3.97M +$1.93M +40,747 +95%
CIM
387
Cambria Investment Management
California
$3.9M +$3.9M +80,511 New
CM
388
Crestline Management
Texas
$3.88M -$239K -5,035 -6%
WAM
389
World Asset Management
Michigan
$3.87M +$18K +380 +0.5%
RIM
390
Redpoint Investment Management
Australia
$3.87M -$93.2K -1,966 -2%
Victory Capital Management
391
Victory Capital Management
Texas
$3.86M +$316K +6,677 +9%
1IA
392
1834 Investment Advisors
Wisconsin
$3.85M -$3.74M -78,861 -49%
HFS
393
HL Financial Services
Kentucky
$3.84M +$7.87K +166 +0.2%
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$3.8M -$194K -4,100 -5%
JCP
395
Jabre Capital Partners
Switzerland
$3.79M +$3.79M +80,000 New
W
396
Wealthfront
California
$3.77M -$797K -16,806 -17%
AG
397
Advisor Group
Arizona
$3.75M +$13.2K +279 +0.4%
KPCM
398
Kings Point Capital Management
New York
$3.67M +$1.74M +36,605 +90%
Public Sector Pension Investment Board (PSP Investments)
399
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.66M – – –
UFF
400
USA Financial Formulas
Michigan
$3.58M -$27.6K -511 -0.8%
14 15
16
17 18