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Morgan Stanley
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Overview Fund Activity

1,038 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 361 increasing their positions, 410 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
22.5%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
103
Increased
361
Reduced
410
Closed
98
Calls
$995M
Puts
$1.89B
Net Calls
-$893M
Net Calls Change
-$25.2M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$522M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.28B
3
TCIM
3
TIAA CREF Investment Management
New York
$461M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$390M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$95.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.58B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$17.1B
3
BlackRock
3
BlackRock
New York
$4.18B
4
State Street
4
State Street
Massachusetts
$5.29B
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$314M -$43.9M -1,039,617 -12%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$311M +$71.2M +1,686,321 +30%
LSV Asset Management
28
LSV Asset Management
Illinois
$271M -$3.34M -79,200 -1%
Citadel Advisors
29
Citadel Advisors
Florida
$271M -$62.2M -1,474,900 -19%
AAMU
30
Amundi Asset Management US
Massachusetts
$259M +$21.2M +502,613 +9%
Charles Schwab
31
Charles Schwab
California
$255M -$1.43M -33,995 -0.6%
Man Group
32
Man Group
United Kingdom
$247M -$55M -1,302,765 -18%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$234M +$3.15M +74,689 +1%
Fidelity International
34
Fidelity International
Bermuda
$232M +$87.5M +2,074,400 +61%
Bessemer Group
35
Bessemer Group
New Jersey
$219M +$5.94M +140,819 +3%
Prudential Financial
36
Prudential Financial
New Jersey
$214M -$16.4M -389,340 -7%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$214M -$426K -10,102 -0.2%
UBS AM
38
UBS AM
Illinois
$190M +$18M +425,452 +10%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$183M -$11.2M -266,124 -6%
EIP
40
Epoch Investment Partners
New York
$181M -$87.8M -2,079,924 -33%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$178M -$32M -757,569 -15%
Barclays
42
Barclays
United Kingdom
$175M -$11.8M -278,596 -6%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$169M +$14M +331,000 +9%
Capital World Investors
44
Capital World Investors
California
$169M +$609K +14,430 +0.4%
PPA
45
Parametric Portfolio Associates
Washington
$167M +$3.88M +91,994 +2%
Allianz Asset Management
46
Allianz Asset Management
Germany
$165M +$5.16M +122,329 +3%
TA
47
Teachers Advisors
New York
$162M +$10.1M +239,793 +7%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$161M +$23.5M +557,937 +17%
UBS Group
49
UBS Group
Switzerland
$158M +$60.3M +1,429,411 +62%
PP
50
Prudential plc
United Kingdom
$158M +$361K +8,555 +0.2%
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