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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
76
AJO LP
Pennsylvania
$109M 2,082,125 -99,329 -5%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$108M 2,051,206 -8,060 -0.4%
O
78
OppenheimerFunds
New York
$107M 2,031,864 -419,583 -17%
Principal Financial Group
79
Principal Financial Group
Iowa
$105M 2,003,174 +10,142 +0.5%
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$105M 1,995,335 -258,300 -11%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$102M 1,946,488 -85,716 -4%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$100M 1,906,164 +17,588 +0.9%
Barclays
83
Barclays
United Kingdom
$91.3M 1,739,274 +768,491 +79%
Capital World Investors
84
Capital World Investors
California
$91.1M 1,735,563 +4,081 +0.2%
Wellington Management Group
85
Wellington Management Group
Massachusetts
$88.3M 1,682,826 +1,304,816 +345%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$88.2M 1,676,248 -302,927 -15%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$86.6M 1,650,000 – –
LCS
88
Levin Capital Strategies
New York
$83.8M 1,596,277 +169,250 +12%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$82.4M 1,569,920 -11,470 -0.7%
USAA
90
United Services Automobile Association
Texas
$79M 1,505,279 -48,716 -3%
MWA
91
Marshall Wace Asia
Hong Kong
$76.7M 1,462,016 -181,438 -11%
Canada Life
92
Canada Life
Manitoba, Canada
$76.5M 1,459,141 +22,333 +2%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$76.3M 1,454,204 -2,322,962 -62%
SO
94
STRS Ohio
Ohio
$75.6M 1,440,430 +567,069 +65%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$74.2M 1,414,606 +329,579 +30%
CA
96
Commerzbank Aktiengesellschaft
Germany
$73.2M 1,394,977 +14,378 +1%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$72.7M 1,391,648 -54,181 -4%
ASC
98
Atalanta Sosnoff Capital
New York
$72.6M 1,382,970 -32,378 -2%
BCM
99
Bridgeway Capital Management
Texas
$70.6M 1,345,900 +21,400 +2%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$70.1M 1,335,963 -117,293 -8%
2 3
4
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