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Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$969M
5
Barclays
5
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
4
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
5
Ameriprise
Minnesota
$570M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$155M 3,338,140 +8,895 +0.3%
Fidelity International
52
Fidelity International
Bermuda
$153M 3,276,547 -293,802 -8%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$147M 3,167,352 +405,198 +15%
Jennison Associates
54
Jennison Associates
New York
$147M 3,165,428 -275,847 -8%
Wells Fargo
55
Wells Fargo
California
$139M 2,981,036 -317,128 -10%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$138M 2,968,098 -176,248 -6%
UBS Group
57
UBS Group
Switzerland
$135M 2,897,454 +537,921 +23%
Capital World Investors
58
Capital World Investors
California
$131M 2,814,635 +3,874 +0.1%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$130M 2,786,729 -74,362 -3%
EVM
60
Eaton Vance Management
Massachusetts
$129M 2,770,760 +128,559 +5%
Boston Partners
61
Boston Partners
Massachusetts
$127M 2,721,917 +55,900 +2%
FI
62
Focused Investors
California
$118M 2,530,000 -6,000 -0.2%
Principal Financial Group
63
Principal Financial Group
Iowa
$115M 2,471,273 -78,822 -3%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$111M 2,378,451 +622,644 +35%
WRF
65
Waddell & Reed Financial
Kansas
$110M 2,371,983 -795,047 -25%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$110M 2,367,800 +436,200 +23%
Franklin Resources
67
Franklin Resources
California
$110M 2,355,401 +136,290 +6%
Prudential Financial
68
Prudential Financial
New Jersey
$107M 2,306,076 +30,519 +1%
Aberdeen Group
69
Aberdeen Group
United Kingdom
$107M 2,287,795 -91,083 -4%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$106M 2,258,566 +205,971 +10%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$105M 2,248,145 -107,844 -5%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$105M 2,245,691 -64,446 -3%
Asset Management One
73
Asset Management One
Japan
$102M 2,193,100 -13,927 -0.6%
Citigroup
74
Citigroup
New York
$102M 2,191,467 +1,130,869 +107%
Two Sigma Investments
75
Two Sigma Investments
New York
$100M 2,149,970 +368,603 +21%
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