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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$387M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B
3
EVM
3
Eaton Vance Management
Massachusetts
$281M
4
Deutsche Bank
4
Deutsche Bank
Germany
$363M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$787M

Top Sellers

1
State Street
1
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$186M -$9.78M -181,200 -5%
AllianceBernstein
52
AllianceBernstein
Tennessee
$174M -$12M -221,496 -6%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$172M +$529K +9,805 +0.3%
ECU
54
Egerton Capital (UK)
United Kingdom
$169M -$9.57M -177,273 -5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$167M -$2.29M -42,436 -1%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$166M +$75.5M +1,399,375 +83%
Barclays
57
Barclays
United Kingdom
$158M +$64M +1,186,039 +68%
FAM
58
Fred Alger Management
New York
$156M -$55.8M -1,033,940 -26%
Adage Capital Partners
59
Adage Capital Partners
Massachusetts
$150M +$16M +297,400 +12%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$149M -$1.27M -23,463 -0.8%
CS
61
Credit Suisse
Switzerland
$149M +$17.3M +320,116 +13%
Prudential Financial
62
Prudential Financial
New Jersey
$147M -$30.3M -561,622 -17%
CGM
63
Capital Growth Management
Massachusetts
$146M – – –
HSBC Holdings
64
HSBC Holdings
United Kingdom
$145M -$165M -3,058,369 -53%
UBS Group
65
UBS Group
Switzerland
$144M -$13.3M -246,129 -8%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$142M +$13M +240,062 +10%
FI
67
Focused Investors
California
$136M -$3.91M -72,400 -3%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$131M -$4.61M -85,502 -3%
APG Asset Management
69
APG Asset Management
Netherlands
$131M -$167K -3,800 -0.1%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$127M -$2.15M -39,866 -2%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$127M -$38.7M -717,662 -23%
KP
72
Kiltearn Partners
United Kingdom
$123M -$42.1M -794,800 -25%
Asset Management One
73
Asset Management One
Japan
$122M +$3.49M +64,646 +3%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$121M +$7.39M +136,865 +6%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$118M -$5.03M -93,262 -4%
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3
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