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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$333M 6,342,578 -3,230,911 -34%
LSV Asset Management
27
LSV Asset Management
Illinois
$321M 6,117,877 +174,300 +3%
Eagle Capital Management (New York)
28
Eagle Capital Management (New York)
New York
$313M 5,956,352 -128,587 -2%
Charles Schwab
29
Charles Schwab
California
$311M 5,937,332 +84,528 +1%
Wells Fargo
30
Wells Fargo
California
$307M 5,852,468 +576,682 +11%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$302M 5,748,834 +1,924,877 +50%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$294M 5,594,220 +1,533,033 +38%
Bessemer Group
33
Bessemer Group
New Jersey
$272M 5,186,989 +660,646 +15%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$270M 5,146,552 -171,470 -3%
Lazard Asset Management
35
Lazard Asset Management
New York
$259M 4,941,259 -887,989 -15%
Allianz Asset Management
36
Allianz Asset Management
Germany
$259M 4,933,007 -597,639 -11%
Citadel Advisors
37
Citadel Advisors
Florida
$256M 4,882,227 +3,484,567 +249%
NI
38
Numeric Investors
Massachusetts
$256M 4,877,760 -563,900 -10%
Ninety One (UK)
39
Ninety One (UK)
United Kingdom
$246M 4,678,873 +566,690 +14%
TA
40
Teachers Advisors
New York
$241M 4,587,616 +50,619 +1%
AAMU
41
Amundi Asset Management US
Massachusetts
$232M 4,418,918 +3,462,069 +362%
PP
42
Prudential plc
United Kingdom
$223M 4,248,416 -311,996 -7%
WRF
43
Waddell & Reed Financial
Kansas
$219M 4,165,340 -424,616 -9%
Deutsche Bank
44
Deutsche Bank
Germany
$217M 4,126,403 +1,498,709 +57%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$214M 4,077,665 -42,762 -1%
UBS AM
46
UBS AM
Illinois
$209M 3,988,402 -32,820 -0.8%
FAM
47
Fred Alger Management
New York
$206M 3,930,700 +505,625 +15%
PPA
48
Parametric Portfolio Associates
Washington
$206M 3,923,546 +14,644 +0.4%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$191M 3,643,886 +512,534 +16%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$191M 3,635,000 – –
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