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Morgan Stanley
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Overview Fund Activity

921 hedge funds and large institutions have $75.1B invested in Morgan Stanley in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 328 increasing their positions, 345 reducing their positions, and 66 closing their positions.

Holders
921
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
23%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.82%
New
79
Increased
328
Reduced
345
Closed
66
Calls
$900M
Puts
$2.28B
Net Calls
-$1.38B
Net Calls Change
-$157M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$190M
2
BlackRock
2
BlackRock
New York
$5.11B
3
MCM
3
Moore Capital Management
New York
$104M
4
NI
4
Numeric Investors
Massachusetts
$262M
5
Bank of America
5
Bank of America
North Carolina
$795M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$172M
4
State Street
4
State Street
Massachusetts
$7.27B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$328M 6,800,716 +116,997 +2%
Eagle Capital Management (New York)
27
Eagle Capital Management (New York)
New York
$293M 6,084,939 -76,736 -1%
LSV Asset Management
28
LSV Asset Management
Illinois
$286M 5,943,577 +197,977 +3%
Charles Schwab
29
Charles Schwab
California
$282M 5,852,804 -195,458 -3%
Lazard Asset Management
30
Lazard Asset Management
New York
$281M 5,829,248 +506,447 +10%
Allianz Asset Management
31
Allianz Asset Management
Germany
$266M 5,530,646 +36,389 +0.7%
NI
32
Numeric Investors
Massachusetts
$262M 5,441,660 +2,131,100 +64%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$256M 5,318,022 +291,044 +6%
Wells Fargo
34
Wells Fargo
California
$254M 5,275,786 -551,124 -9%
WRF
35
Waddell & Reed Financial
Kansas
$221M 4,589,956 -779,384 -15%
PP
36
Prudential plc
United Kingdom
$220M 4,560,412 -119,103 -3%
TA
37
Teachers Advisors
New York
$219M 4,536,997 +21,166 +0.5%
Bessemer Group
38
Bessemer Group
New Jersey
$218M 4,526,343 -118,637 -3%
KP
39
Kiltearn Partners
United Kingdom
$209M 4,341,197 -73,400 -2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$198M 4,120,427 -68,053 -2%
Ninety One (UK)
41
Ninety One (UK)
United Kingdom
$198M 4,112,183 +3,280 +0.1%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$196M 4,061,187 +619,253 +18%
UBS AM
43
UBS AM
Illinois
$194M 4,021,222 -39,611 -1%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$190M 3,941,757 +3,941,757 New
PPA
45
Parametric Portfolio Associates
Washington
$188M 3,908,902 +32,922 +0.8%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$184M 3,823,957 +21,261 +0.6%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$182M 3,777,166 -585,588 -13%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$175M 3,635,000 +15,000 +0.4%
ECU
49
Egerton Capital (UK)
United Kingdom
$174M 3,617,157 +311,102 +9%
AllianceBernstein
50
AllianceBernstein
Tennessee
$172M 3,560,493 -3,531,252 -50%
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