MS icon

Morgan Stanley
MS

Overview Fund Activity

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.98B
3
EIP
3
Epoch Investment Partners
New York
$215M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$478M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5B
2
VH
2
ValueAct Holdings
California
$766M
3
State Street
3
State Street
Massachusetts
$6.82B
4
Ameriprise
4
Ameriprise
Minnesota
$871M
5
Millennium Management
5
Millennium Management
New York
$56.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$278M 6,479,210 +102,272 +2%
WRF
27
Waddell & Reed Financial
Kansas
$255M 5,962,795 -716,435 -11%
Charles Schwab
28
Charles Schwab
California
$250M 5,829,852 +626,920 +12%
LSV Asset Management
29
LSV Asset Management
Illinois
$247M 5,755,800 -238,300 -4%
Wells Fargo
30
Wells Fargo
California
$244M 5,684,591 +1,580,683 +39%
APG Asset Management
31
APG Asset Management
Netherlands
$239M 5,569,815 -1,350,424 -20%
Fidelity International
32
Fidelity International
Bermuda
$230M 5,376,691 -1,527,094 -22%
Allianz Asset Management
33
Allianz Asset Management
Germany
$227M 5,306,125 +2,884,110 +119%
EIP
34
Epoch Investment Partners
New York
$215M 5,028,053 +5,028,053 New
PI
35
Putnam Investments
Massachusetts
$213M 4,972,406 -1,452,735 -23%
TA
36
Teachers Advisors
New York
$204M 4,773,161 +589,669 +14%
Franklin Resources
37
Franklin Resources
California
$202M 4,706,895 -2,226,396 -32%
UBS AM
38
UBS AM
Illinois
$200M 4,676,510 -1,154,878 -20%
Bessemer Group
39
Bessemer Group
New Jersey
$200M 4,667,083 +23,309 +0.5%
Adage Capital Partners
40
Adage Capital Partners
Massachusetts
$198M 4,630,700 +3,105,300 +204%
PP
41
Prudential plc
United Kingdom
$197M 4,604,718 +87,333 +2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$192M 4,485,653 -218,779 -5%
Principal Financial Group
43
Principal Financial Group
Iowa
$190M 4,438,498 -341,831 -7%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$188M 4,397,412 +2,827,765 +180%
KP
45
Kiltearn Partners
United Kingdom
$187M 4,375,397 -941,800 -18%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$183M 4,223,869 +2,170,815 +106%
Ninety One (UK)
47
Ninety One (UK)
United Kingdom
$174M 4,062,955 +36,038 +0.9%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$173M 4,047,501 +26,545 +0.7%
Citadel Advisors
49
Citadel Advisors
Florida
$170M 3,975,770 +2,784,940 +234%
Jennison Associates
50
Jennison Associates
New York
$157M 3,665,236 -182,639 -5%
1
2
3 4 5