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Morgan Stanley
MS

Overview Fund Activity

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$726M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$224M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$1.03B
4
SSM
4
Sound Shore Management
Connecticut
$155M
5
EC
5
Eminence Capital
New York
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$794M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$17.4B
4
Citadel Advisors
4
Citadel Advisors
Florida
$69M
5
State Street
5
State Street
Massachusetts
$5.32B
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
76
Schroder Investment Management Group
United Kingdom
$71.6M 1,633,542 +297,026 +22%
MWA
77
Marshall Wace Asia
Hong Kong
$69.1M 1,577,718 +157,987 +11%
Citadel Advisors
78
Citadel Advisors
Florida
$69M 1,574,825 -4,838,281 -75%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$68.1M 1,553,488 -131,746 -8%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$67.8M 1,551,918 +71,511 +5%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$67.8M 1,547,295 -421,238 -21%
Citigroup
82
Citigroup
New York
$66.3M 1,513,539 +53,435 +4%
Retirement Systems of Alabama
83
Retirement Systems of Alabama
Alabama
$65.2M 1,488,916 -8,405 -0.6%
Canada Life
84
Canada Life
Manitoba, Canada
$64.7M 1,478,256 -66,282 -4%
National Pension Service
85
National Pension Service
South Korea
$64.1M 1,463,176 +55,600 +4%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$63.5M 1,450,000 – –
AQR Capital Management
87
AQR Capital Management
Connecticut
$63.5M 1,449,275 +620,521 +75%
SCM
88
Sterling Capital Management
North Carolina
$63M 1,438,056 +38,755 +3%
CA
89
Commerzbank Aktiengesellschaft
Germany
$60.7M 1,384,414 +36,595 +3%
Calamos Advisors
90
Calamos Advisors
Illinois
$60.3M 1,376,482 +10,245 +0.7%
Renaissance Technologies
91
Renaissance Technologies
New York
$59.3M 1,354,100 +1,354,100 New
BCM
92
Bridgeway Capital Management
Texas
$56.8M 1,296,985 -400 -0%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$56.2M 1,282,879 +532,930 +71%
PI
94
Putnam Investments
Massachusetts
$55.5M 1,266,509 -64,182 -5%
BM
95
Bridger Management
New York
$55.4M 1,264,488 – –
Neuberger Berman Group
96
Neuberger Berman Group
New York
$54.1M 1,234,823 +264,696 +27%
Marshall Wace
97
Marshall Wace
United Kingdom
$53.5M 1,221,023 +700,905 +135%
USAA
98
United Services Automobile Association
Texas
$53.3M 1,217,577 -305,166 -20%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$50.3M 1,148,551 -28,082 -2%
Millennium Management
100
Millennium Management
New York
$50M 1,142,110 -1,835,560 -62%
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4
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