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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$387M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B
3
EVM
3
Eaton Vance Management
Massachusetts
$281M
4
Deutsche Bank
4
Deutsche Bank
Germany
$363M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$787M

Top Sellers

1
State Street
1
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
76
Boston Partners
Massachusetts
$114M +$94.6M +1,752,824 +476%
Toronto Dominion Bank
77
Toronto Dominion Bank
Ontario, Canada
$113M +$76.5M +1,418,331 +212%
Fisher Asset Management
78
Fisher Asset Management
Washington
$112M -$2.81M -51,997 -2%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$110M +$34.3M +633,700 +46%
AL
80
AJO LP
Pennsylvania
$109M -$2.89M -53,533 -3%
Franklin Resources
81
Franklin Resources
California
$108M -$16M -296,715 -13%
Principal Financial Group
82
Principal Financial Group
Iowa
$106M -$1.84M -34,031 -2%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$104M -$6.98M -129,314 -6%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$100M -$4.93M -91,325 -5%
O
85
OppenheimerFunds
New York
$98M -$11.7M -216,257 -11%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$97.9M -$4.97M -92,039 -5%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$95.7M +$5.56M +103,371 +6%
Capital World Investors
88
Capital World Investors
California
$94.1M +$447K +8,283 +0.5%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$93M -$14.7M -272,155 -14%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$89M – – –
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$83.9M -$837K -15,504 -1%
LCS
92
Levin Capital Strategies
New York
$80.5M -$5.6M -103,696 -6%
WHG
93
Westwood Holdings Group
Texas
$80.5M +$80.5M +1,492,404 New
USAA
94
United Services Automobile Association
Texas
$78.4M -$2.81M -52,150 -3%
MWA
95
Marshall Wace Asia
Hong Kong
$77.3M -$1.61M -29,896 -2%
CA
96
Commerzbank Aktiengesellschaft
Germany
$75.9M +$665K +12,323 +0.9%
SO
97
STRS Ohio
Ohio
$75.6M -$2.16M -40,090 -3%
MCM
98
Moore Capital Management
New York
$75.3M +$24.6M +456,000 +49%
ASC
99
Atalanta Sosnoff Capital
New York
$74.3M -$343K -6,361 -0.5%
Canada Life
100
Canada Life
Manitoba, Canada
$71.7M -$7.13M -131,977 -9%
2 3
4
5 6