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Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$969M
5
Barclays
5
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
4
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
5
Ameriprise
Minnesota
$570M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$294M 6,317,122 +13,787 +0.2%
Man Group
27
Man Group
United Kingdom
$286M 6,132,606 +562,050 +10%
Charles Schwab
28
Charles Schwab
California
$279M 5,982,064 +170,611 +3%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$274M 5,884,475 -237,533 -4%
Legal & General Group
30
Legal & General Group
United Kingdom
$271M 5,828,899 +90,065 +2%
TCIM
31
TIAA CREF Investment Management
New York
$256M 5,489,978 -121,569 -2%
Bessemer Group
32
Bessemer Group
New Jersey
$247M 5,305,573 +36,736 +0.7%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$235M 5,035,723 -2,617,206 -34%
Diamond Hill Capital Management
34
Diamond Hill Capital Management
Ohio
$232M 4,973,601 +608,842 +14%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$227M 4,882,808 -211,140 -4%
AAMU
36
Amundi Asset Management US
Massachusetts
$217M 4,665,985 +708,437 +18%
Renaissance Technologies
37
Renaissance Technologies
New York
$217M 4,654,200 +1,023,473 +28%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$211M 4,523,225 +462,083 +11%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$201M 4,314,209 -100,124 -2%
UBS AM
40
UBS AM
Illinois
$192M 4,112,436 -910,674 -18%
TA
41
Teachers Advisors
New York
$191M 4,109,330 +87,508 +2%
Millennium Management
42
Millennium Management
New York
$186M 3,990,224 +624,278 +19%
Barclays
43
Barclays
United Kingdom
$181M 3,886,711 +1,948,227 +101%
PP
44
Prudential plc
United Kingdom
$177M 3,806,687 -263,850 -6%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$176M 3,773,130 +859,438 +29%
PPA
46
Parametric Portfolio Associates
Washington
$175M 3,750,795 +54,198 +1%
Allianz Asset Management
47
Allianz Asset Management
Germany
$173M 3,708,679 -983,220 -21%
CS
48
Credit Suisse
Switzerland
$160M 3,432,001 +1,154,695 +51%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$159M 3,414,400 -86,957 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$156M 3,343,776 +121,200 +4%
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