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Morgan Stanley
MS

Overview Fund Activity

921 hedge funds and large institutions have $75.1B invested in Morgan Stanley in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 328 increasing their positions, 345 reducing their positions, and 66 closing their positions.

Holders
921
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
23%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.82%
New
79
Increased
328
Reduced
345
Closed
66
Calls
$900M
Puts
$2.28B
Net Calls
-$1.38B
Net Calls Change
-$157M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$190M
2
BlackRock
2
BlackRock
New York
$5.11B
3
MCM
3
Moore Capital Management
New York
$104M
4
NI
4
Numeric Investors
Massachusetts
$262M
5
Bank of America
5
Bank of America
North Carolina
$795M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$172M
4
State Street
4
State Street
Massachusetts
$7.27B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
76
AJO LP
Pennsylvania
$105M 2,181,454 +1,160,779 +114%
Fisher Asset Management
77
Fisher Asset Management
Washington
$104M 2,163,479 -26,930 -1%
Arrowstreet Capital
78
Arrowstreet Capital
Massachusetts
$104M 2,156,496 +1,360,175 +171%
MCM
79
Moore Capital Management
New York
$104M 2,155,000 +2,155,000 New
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$99.2M 2,059,266 +75,001 +4%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$97.9M 2,032,204 -25,590 -1%
Principal Financial Group
82
Principal Financial Group
Iowa
$96M 1,993,032 -62,393 -3%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$95.3M 1,979,175 -240,111 -11%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$91M 1,888,576 +85,000 +5%
Hotchkis & Wiley Capital Management
85
Hotchkis & Wiley Capital Management
California
$84.3M 1,749,322 -763,200 -30%
Capital World Investors
86
Capital World Investors
California
$83.4M 1,731,482 +4,278 +0.2%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$79.5M 1,650,000 – –
MWA
88
Marshall Wace Asia
Hong Kong
$78.9M 1,643,454 +629,387 +62%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$76.2M 1,581,390 -4,504 -0.3%
USAA
90
United Services Automobile Association
Texas
$74.9M 1,553,995 +27,670 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
91
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.4M 1,476,100 +6,800 +0.5%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$70M 1,453,256 -100,725 -6%
Canada Life
93
Canada Life
Manitoba, Canada
$69.1M 1,436,808 -98,507 -6%
GI
94
GAMCO Investors
Connecticut
$68.9M 1,431,030 -127,658 -8%
LCS
95
Levin Capital Strategies
New York
$68.7M 1,427,027 -1,225,837 -46%
ASC
96
Atalanta Sosnoff Capital
New York
$68.2M 1,415,348 -7,889 -0.6%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$67.5M 1,445,829 +143,281 +11%
Citadel Advisors
98
Citadel Advisors
Florida
$67.3M 1,397,660 +1,047,991 +300%
CA
99
Commerzbank Aktiengesellschaft
Germany
$66.5M 1,380,599 +10,973 +0.8%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$65.2M 1,354,567 +7,111 +0.5%
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4
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