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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 %
N
76
Natixis
France
$99.3M 2,132,015 +557,142 +35%
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$98M 2,104,893 -100,686 -5%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$98M 2,103,777 -26,792 -1%
KP
79
Kiltearn Partners
United Kingdom
$93M 1,996,453 -156,472 -7%
Fisher Asset Management
80
Fisher Asset Management
Washington
$89.7M 1,927,031 -86,366 -4%
Wellington Management Group
81
Wellington Management Group
Massachusetts
$84M 1,803,548 +751,589 +71%
FAM
82
Fred Alger Management
New York
$83.5M 1,793,152 -258,216 -13%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$83.1M 1,785,432 -43,913 -2%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$81.5M 1,750,000 +200,000 +13%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$79.6M 1,709,113 +446,664 +35%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$76.8M 1,648,767 -88,549 -5%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$76.1M 1,633,304 +65,199 +4%
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
$75.6M 1,623,328 -9,779 -0.6%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$75.4M 1,619,143 -138,582 -8%
MWA
90
Marshall Wace Asia
Hong Kong
$73.6M 1,580,233 +242,991 +18%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$70.2M 1,506,815 -28,586 -2%
WHG
92
Westwood Holdings Group
Texas
$68.9M 1,479,129 +41,842 +3%
LCS
93
Levin Capital Strategies
New York
$67.6M 1,452,393 +237,323 +20%
USAA
94
United Services Automobile Association
Texas
$67.5M 1,449,420 -4,270 -0.3%
CA
95
Commerzbank Aktiengesellschaft
Germany
$66.8M 1,433,822 +18,994 +1%
Calamos Advisors
96
Calamos Advisors
Illinois
$65.7M 1,411,198 +140,127 +11%
OTPPB
97
Ontario Teachers' Pension Plan Board
Ontario, Canada
$63.3M 1,360,278 -407,775 -23%
BCM
98
Bridgeway Capital Management
Texas
$62.5M 1,342,385 +8,985 +0.7%
Canada Life
99
Canada Life
Manitoba, Canada
$60.4M 1,295,910 -21,699 -2%
National Pension Service
100
National Pension Service
South Korea
$59.5M 1,277,148 +32,339 +3%
2 3
4
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