MS icon

Morgan Stanley
MS

Overview Fund Activity

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$726M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$224M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$1.03B
4
SSM
4
Sound Shore Management
Connecticut
$155M
5
EC
5
Eminence Capital
New York
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$794M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$17.4B
4
Citadel Advisors
4
Citadel Advisors
Florida
$69M
5
State Street
5
State Street
Massachusetts
$5.32B
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$348M 7,951,077 +518,592 +7%
Legal & General Group
27
Legal & General Group
United Kingdom
$327M 7,462,371 -273,622 -4%
Charles Schwab
28
Charles Schwab
California
$270M 6,156,854 +113,460 +2%
LSV Asset Management
29
LSV Asset Management
Illinois
$263M 6,011,116 -420,662 -7%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$253M 5,769,370 +216,803 +4%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$253M 5,765,837 +2,140,015 +59%
Prudential Financial
32
Prudential Financial
New Jersey
$250M 5,697,204 +627,434 +12%
Bessemer Group
33
Bessemer Group
New Jersey
$237M 5,420,453 +220,220 +4%
Man Group
34
Man Group
United Kingdom
$228M 5,206,246 -643,560 -11%
Fidelity International
35
Fidelity International
Bermuda
$228M 5,197,142 -294,246 -5%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$224M 5,108,789 +3,690,948 +260%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$215M 4,903,655 -7,454,989 -60%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$214M 4,890,410 -169,610 -3%
UBS Group
39
UBS Group
Switzerland
$195M 4,449,423 +698,527 +19%
UBS AM
40
UBS AM
Illinois
$195M 4,442,182 -69,283 -2%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$188M 4,301,803 -24,334 -0.6%
PPA
42
Parametric Portfolio Associates
Washington
$184M 4,196,900 +231,541 +6%
EIP
43
Epoch Investment Partners
New York
$179M 4,090,559 -200,968 -5%
Barclays
44
Barclays
United Kingdom
$178M 4,071,859 -73,729 -2%
Capital World Investors
45
Capital World Investors
California
$175M 3,993,174 +74 +0%
Allianz Asset Management
46
Allianz Asset Management
Germany
$164M 3,745,619 -160,866 -4%
PP
47
Prudential plc
United Kingdom
$162M 3,690,404 -55,150 -1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$161M 3,677,866 +51,142 +1%
SSM
49
Sound Shore Management
Connecticut
$155M 3,546,971 +3,546,971 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$154M 3,513,599 +142,096 +4%
1
2
3 4 5