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Morgan Stanley
MS

Overview Fund Activity

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$172M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Millennium Management
3
Millennium Management
New York
$160M
4
Deutsche Bank
4
Deutsche Bank
Germany
$467M
5
AL
5
AJO LP
Pennsylvania
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$20.2B
3
State Street
3
State Street
Massachusetts
$6.28B
4
Ameriprise
4
Ameriprise
Minnesota
$689M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$153M 3,222,576 +31,038 +1%
WRF
52
Waddell & Reed Financial
Kansas
$150M 3,167,030 -750,013 -19%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$149M 3,144,346 +56,157 +2%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$138M 2,913,692 +223,227 +8%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$136M 2,861,091 -768,035 -21%
Capital World Investors
56
Capital World Investors
California
$133M 2,810,761 +1,066,915 +61%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$131M 2,772,718 +6,954 +0.3%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$131M 2,762,154 +736,806 +36%
Boston Partners
59
Boston Partners
Massachusetts
$126M 2,666,017 +545,059 +26%
EVM
60
Eaton Vance Management
Massachusetts
$125M 2,642,201 -2,562,231 -49%
ECU
61
Egerton Capital (UK)
United Kingdom
$125M 2,628,323 -508,031 -16%
Principal Financial Group
62
Principal Financial Group
Iowa
$121M 2,550,095 +580,952 +30%
FI
63
Focused Investors
California
$120M 2,536,000 +18,200 +0.7%
CGM
64
Capital Growth Management
Massachusetts
$119M 2,500,000 -210,000 -8%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$113M 2,378,878 +30,140 +1%
UBS Group
66
UBS Group
Switzerland
$112M 2,359,533 -306,803 -12%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$112M 2,355,989 -70,976 -3%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$110M 2,310,137 -42,253 -2%
CS
69
Credit Suisse
Switzerland
$108M 2,277,306 -478,326 -17%
Prudential Financial
70
Prudential Financial
New Jersey
$108M 2,275,557 -453,490 -17%
Franklin Resources
71
Franklin Resources
California
$105M 2,219,111 +225,833 +11%
Asset Management One
72
Asset Management One
Japan
$105M 2,207,027 -51,587 -2%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$105M 2,205,579 -43,048 -2%
KP
74
Kiltearn Partners
United Kingdom
$102M 2,152,925 -179,400 -8%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$101M 2,130,569 -51,014 -2%
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