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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Jennison Associates
51
Jennison Associates
New York
$190M 3,618,514 +656,494 +22%
AllianceBernstein
52
AllianceBernstein
Tennessee
$181M 3,440,506 -119,987 -3%
ECU
53
Egerton Capital (UK)
United Kingdom
$174M 3,313,627 -303,530 -8%
Prudential Financial
54
Prudential Financial
New Jersey
$173M 3,290,669 -13,280 -0.4%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$167M 3,181,733 +68,771 +2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$164M 3,130,625 -140,243 -4%
KP
57
Kiltearn Partners
United Kingdom
$164M 3,127,125 -1,214,072 -28%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$161M 3,066,400 -875,357 -22%
Fidelity International
59
Fidelity International
Bermuda
$157M 2,992,042 +89,393 +3%
UBS Group
60
UBS Group
Switzerland
$153M 2,912,465 +159,063 +6%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$146M 2,789,227 +1,726 +0.1%
CGM
62
Capital Growth Management
Massachusetts
$142M 2,710,000 – –
FI
63
Focused Investors
California
$136M 2,590,200 -60,200 -2%
EVM
64
Eaton Vance Management
Massachusetts
$136M 2,589,772 +9,176 +0.4%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$132M 2,512,467 -19,078 -0.8%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$130M 2,485,500 -850,980 -26%
APG Asset Management
67
APG Asset Management
Netherlands
$130M 2,983,400 -211,877 -7%
CS
68
Credit Suisse
Switzerland
$128M 2,435,516 +47,228 +2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$126M 2,392,256 +31,924 +1%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$125M 2,389,524 +1,668,829 +232%
Franklin Resources
71
Franklin Resources
California
$120M 2,289,993 -194,766 -8%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$119M 2,274,845 -46,161 -2%
Asset Management One
73
Asset Management One
Japan
$115M 2,193,968 -21,239 -1%
Fisher Asset Management
74
Fisher Asset Management
Washington
$111M 2,119,236 -44,243 -2%
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$111M 2,111,762 -365,027 -15%
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