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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 %
Asset Management One
76
Asset Management One
Japan
$100M 2,242,895 -1,064 -0%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$98.9M 2,219,286 +265,096 +14%
Fisher Asset Management
78
Fisher Asset Management
Washington
$97.6M 2,190,409 -14,748 -0.7%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$91.7M 2,057,794 -65,181 -3%
Principal Financial Group
80
Principal Financial Group
Iowa
$91.6M 2,055,425 -2,383,073 -54%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$88.4M 1,984,265 +291,330 +17%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$83.4M 1,871,235 +202,100 +12%
Credit Agricole
83
Credit Agricole
France
$81.9M 1,837,898 -16,427 -0.9%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$80.4M 1,803,576 +195,863 +12%
N
85
Natixis
France
$77M 1,728,211 +1,728,211 New
Capital World Investors
86
Capital World Investors
California
$77M 1,727,204 +3,997 +0.2%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$73.5M 1,650,000 – –
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$70.7M 1,585,894 -89,002 -5%
Barclays
89
Barclays
United Kingdom
$69.6M 1,562,631 +311,322 +25%
GI
90
GAMCO Investors
Connecticut
$69.5M 1,558,688 -73,972 -5%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$69.2M 1,553,981 -49,463 -3%
Canada Life
92
Canada Life
Manitoba, Canada
$68.3M 1,535,315 +34,274 +2%
USAA
93
United Services Automobile Association
Texas
$68M 1,526,325 -92,442 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
94
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$65.3M 1,469,300 +1,098,600 +296%
ASC
95
Atalanta Sosnoff Capital
New York
$63.4M 1,423,237 +154,233 +12%
BCM
96
Bridgeway Capital Management
Texas
$63.3M 1,421,300 +59,400 +4%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$62.5M 1,403,547 -286,629 -17%
CA
98
Commerzbank Aktiengesellschaft
Germany
$61M 1,369,626 -43,085 -3%
KBC Group
99
KBC Group
Belgium
$60.9M 1,365,847 -57,387 -4%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$60M 1,347,456 -10,083 -0.7%
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4
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