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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 137 closing their positions.

Holders
1,043
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.28%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
153
Increased
315
Reduced
415
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M

Top Buyers

1
VH
1
ValueAct Holdings
California
$1.04B
2
Franklin Resources
2
Franklin Resources
California
$301M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$255M
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$606M
5
Prudential Financial
5
Prudential Financial
New Jersey
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$313M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$960M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$16.3B
4
Deutsche Bank
4
Deutsche Bank
Germany
$143M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$255M +$191M +4,817,077 +297%
EIP
27
Epoch Investment Partners
New York
$253M -$34.9M -880,552 -12%
Legal & General Group
28
Legal & General Group
United Kingdom
$247M +$15.9M +401,519 +7%
Charles Schwab
29
Charles Schwab
California
$241M +$3.78M +95,325 +2%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$236M -$14.9M -376,695 -6%
TCIM
31
TIAA CREF Investment Management
New York
$229M +$11.1M +278,838 +5%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$226M -$7.61M -191,843 -3%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$217M +$20M +504,277 +10%
Prudential Financial
34
Prudential Financial
New Jersey
$216M +$125M +3,153,034 +137%
Bessemer Group
35
Bessemer Group
New Jersey
$201M -$9.76M -246,159 -5%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$200M +$29.8M +755,913 +18%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$197M -$2.38M -59,949 -1%
AllianceBernstein
38
AllianceBernstein
Tennessee
$190M +$57.2M +1,442,037 +43%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$182M -$11.5M -290,547 -6%
Ninety One (UK)
40
Ninety One (UK)
United Kingdom
$182M +$2.57M +64,699 +1%
Barclays
41
Barclays
United Kingdom
$175M +$21.3M +537,473 +14%
UBS AM
42
UBS AM
Illinois
$162M -$1.05M -26,423 -0.6%
Capital World Investors
43
Capital World Investors
California
$158M +$46.2M +1,164,035 +41%
PPA
44
Parametric Portfolio Associates
Washington
$154M +$4.86M +122,570 +3%
Allianz Asset Management
45
Allianz Asset Management
Germany
$150M +$2.99M +75,477 +2%
PP
46
Prudential plc
United Kingdom
$148M -$2.76M -69,688 -2%
CS
47
Credit Suisse
Switzerland
$146M +$10.2M +256,348 +7%
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$146M +$52M +1,310,700 +55%
Deutsche Bank
49
Deutsche Bank
Germany
$143M -$282M -7,109,297 -66%
TA
50
Teachers Advisors
New York
$143M -$20.1M -507,870 -12%
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