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Morgan Stanley
MS

Overview Fund Activity

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$237M
4
EIP
4
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$275M
2
State Street
2
State Street
Massachusetts
$6.84B
3
PI
3
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$316M 7,091,745 +3,442,450 +94%
Legal & General Group
27
Legal & General Group
United Kingdom
$298M 6,683,719 +204,509 +3%
Eagle Capital Management (New York)
28
Eagle Capital Management (New York)
New York
$275M 6,161,675 -6,911,121 -53%
Charles Schwab
29
Charles Schwab
California
$270M 6,048,262 +218,410 +4%
Wells Fargo
30
Wells Fargo
California
$260M 5,826,910 +142,319 +3%
LSV Asset Management
31
LSV Asset Management
Illinois
$256M 5,745,600 -10,200 -0.2%
Allianz Asset Management
32
Allianz Asset Management
Germany
$245M 5,494,257 +188,132 +4%
WRF
33
Waddell & Reed Financial
Kansas
$239M 5,369,340 -593,455 -10%
Lazard Asset Management
34
Lazard Asset Management
New York
$237M 5,322,801 +4,733,372 +803%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$224M 5,026,978 +629,566 +14%
PP
36
Prudential plc
United Kingdom
$209M 4,679,515 +74,797 +2%
Bessemer Group
37
Bessemer Group
New Jersey
$207M 4,644,980 -22,103 -0.5%
APG Asset Management
38
APG Asset Management
Netherlands
$207M 4,639,215 -930,600 -17%
TA
39
Teachers Advisors
New York
$201M 4,515,831 -257,330 -5%
KP
40
Kiltearn Partners
United Kingdom
$197M 4,414,597 +39,200 +0.9%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$195M 4,362,754 +138,885 +3%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$187M 4,188,480 +140,979 +3%
Deutsche Bank
43
Deutsche Bank
Germany
$184M 4,139,427 +1,190,617 +40%
Ninety One (UK)
44
Ninety One (UK)
United Kingdom
$183M 4,108,903 +45,948 +1%
UBS AM
45
UBS AM
Illinois
$181M 4,060,833 -615,677 -13%
PPA
46
Parametric Portfolio Associates
Washington
$173M 3,875,980 +1,544,712 +66%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$172M 3,856,173 -774,527 -17%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$169M 3,802,696 +2,132,802 +128%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$161M 3,620,000 -865,653 -19%
Prudential Financial
50
Prudential Financial
New Jersey
$160M 3,583,009 +78,160 +2%
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