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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$387M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B
3
EVM
3
Eaton Vance Management
Massachusetts
$281M
4
Deutsche Bank
4
Deutsche Bank
Germany
$363M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$787M

Top Sellers

1
State Street
1
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
26
LSV Asset Management
Illinois
$337M +$6.87M +127,262 +2%
Legal & General Group
27
Legal & General Group
United Kingdom
$323M -$24.4M -452,877 -7%
Eagle Capital Management (New York)
28
Eagle Capital Management (New York)
New York
$320M -$1.82M -33,670 -0.6%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$320M -$22.7M -421,067 -7%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$312M +$10.5M +193,825 +3%
Wells Fargo
31
Wells Fargo
California
$311M -$4.67M -86,575 -1%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$308M +$30.1M +556,954 +11%
Charles Schwab
33
Charles Schwab
California
$308M -$12.9M -238,394 -4%
Bessemer Group
34
Bessemer Group
New Jersey
$283M +$3.41M +63,185 +1%
EVM
35
Eaton Vance Management
Massachusetts
$281M +$141M +2,614,660 +101%
AAMU
36
Amundi Asset Management US
Massachusetts
$268M +$30M +555,812 +13%
Allianz Asset Management
37
Allianz Asset Management
Germany
$258M -$8.15M -151,023 -3%
Man Group
38
Man Group
United Kingdom
$246M +$246M +4,561,355 New
Lazard Asset Management
39
Lazard Asset Management
New York
$236M -$30.4M -562,890 -11%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$231M +$10.9M +201,350 +5%
PP
41
Prudential plc
United Kingdom
$225M -$3.9M -72,332 -2%
TA
42
Teachers Advisors
New York
$224M -$23.6M -437,849 -10%
WRF
43
Waddell & Reed Financial
Kansas
$211M -$13.4M -248,297 -6%
Fidelity International
44
Fidelity International
Bermuda
$209M +$47.2M +875,087 +29%
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$208M -$44.4M -822,245 -18%
PPA
46
Parametric Portfolio Associates
Washington
$208M -$4.11M -76,186 -2%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$207M -$188M -3,483,558 -48%
Citadel Advisors
48
Citadel Advisors
Florida
$199M -$64.1M -1,187,709 -24%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$196M -$796K -14,760 -0.4%
Jennison Associates
50
Jennison Associates
New York
$194M -$1.7M -31,435 -0.9%
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