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Morgan Stanley
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Overview Fund Activity

1,043 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 137 closing their positions.

Holders
1,043
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.28%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
153
Increased
315
Reduced
415
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M

Top Buyers

1
VH
1
ValueAct Holdings
California
$1.04B
2
Franklin Resources
2
Franklin Resources
California
$301M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$255M
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$606M
5
Prudential Financial
5
Prudential Financial
New Jersey
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$313M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$960M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$16.3B
4
Deutsche Bank
4
Deutsche Bank
Germany
$143M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.75B
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
76
Fisher Asset Management
Washington
$77M 1,942,027 +14,996 +0.8%
Principal Financial Group
77
Principal Financial Group
Iowa
$76.5M 1,930,167 -541,106 -22%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$72.4M 1,828,914 -429,652 -19%
SC
79
Samlyn Capital
New York
$71M 1,790,279 +1,790,279 New
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$69.4M 1,749,551 -35,881 -2%
FAM
81
Fred Alger Management
New York
$67.3M 1,696,184 -96,968 -5%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$66.1M 1,668,046 +19,279 +1%
Calamos Advisors
83
Calamos Advisors
Illinois
$65.9M 1,661,666 +250,468 +18%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$65.7M 1,658,309 +25,005 +2%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$65.4M 1,650,000 -100,000 -6%
USAA
86
United Services Automobile Association
Texas
$60.2M 1,518,130 +68,710 +5%
Hotchkis & Wiley Capital Management
87
Hotchkis & Wiley Capital Management
California
$58.8M 1,482,622 +420,200 +40%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$58.2M 1,467,043 -152,100 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
89
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$57.7M 1,454,100 +817,700 +128%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$57.2M 1,441,715 -65,100 -4%
AQR Capital Management
91
AQR Capital Management
Connecticut
$56M 1,412,523 +703,647 +99%
Jennison Associates
92
Jennison Associates
New York
$55.9M 1,409,705 -1,755,723 -55%
CA
93
Commerzbank Aktiengesellschaft
Germany
$55.3M 1,394,940 -38,882 -3%
National Pension Service
94
National Pension Service
South Korea
$55.2M 1,356,212 +79,064 +6%
BM
95
Bridger Management
New York
$54.1M 1,363,307 +220,198 +19%
BCM
96
Bridgeway Capital Management
Texas
$53.2M 1,341,585 -800 -0.1%
Nuveen Asset Management
97
Nuveen Asset Management
Illinois
$50.5M 1,274,267 +787,228 +162%
SCM
98
Sterling Capital Management
North Carolina
$50M 1,260,736 +1,260,736 New
WHG
99
Westwood Holdings Group
Texas
$49.7M 1,253,656 -225,473 -15%
Canada Life
100
Canada Life
Manitoba, Canada
$49.6M 1,290,035 -5,875 -0.5%
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