MS icon

Morgan Stanley
MS

Overview Fund Activity

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$237M
4
EIP
4
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$275M
2
State Street
2
State Street
Massachusetts
$6.84B
3
PI
3
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
51
abrdn Investment Management
United Kingdom
$159M 3,570,298 +3,189,560 +838%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$153M 3,441,934 +892,601 +35%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$149M 3,342,580 -83,364 -2%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$149M 3,334,862 +96,195 +3%
NI
55
Numeric Investors
Massachusetts
$148M 3,310,560 +802,200 +32%
ECU
56
Egerton Capital (UK)
United Kingdom
$147M 3,306,055 +10,749 +0.3%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$145M 3,247,712 -232,856 -7%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$140M 3,152,510 -6,200 -0.2%
FAM
59
Fred Alger Management
New York
$135M 3,026,894 +28,403 +0.9%
Jennison Associates
60
Jennison Associates
New York
$134M 3,016,197 -649,039 -18%
Franklin Resources
61
Franklin Resources
California
$131M 2,942,121 -1,764,774 -37%
AQR Capital Management
62
AQR Capital Management
Connecticut
$126M 2,817,904 -504,985 -15%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$125M 2,807,915 -20,905 -0.7%
Fidelity International
64
Fidelity International
Bermuda
$122M 2,738,500 -2,638,191 -49%
FI
65
Focused Investors
California
$122M 2,727,200 -617,800 -18%
CGM
66
Capital Growth Management
Massachusetts
$120M 2,700,000 -10,000 -0.4%
LCS
67
Levin Capital Strategies
New York
$118M 2,652,864 -276,123 -9%
CS
68
Credit Suisse
Switzerland
$116M 2,606,837 -834,315 -24%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$115M 2,575,092 -80,044 -3%
O
70
OppenheimerFunds
New York
$113M 2,545,276 +205,001 +9%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$113M 2,530,571 -403,041 -14%
Hotchkis & Wiley Capital Management
72
Hotchkis & Wiley Capital Management
California
$112M 2,512,522 -979,600 -28%
EVM
73
Eaton Vance Management
Massachusetts
$111M 2,498,937 -2,277 -0.1%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$105M 2,358,072 -95,715 -4%
UBS Group
75
UBS Group
Switzerland
$103M 2,308,286 -905,984 -28%
1 2
3
4 5