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Morgan Stanley
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Overview Fund Activity

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$172M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Millennium Management
3
Millennium Management
New York
$160M
4
Deutsche Bank
4
Deutsche Bank
Germany
$467M
5
AL
5
AJO LP
Pennsylvania
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$20.2B
3
State Street
3
State Street
Massachusetts
$6.28B
4
Ameriprise
4
Ameriprise
Minnesota
$689M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SSG
1051
Summit Securities Group
New York
– – -34,000 Closed
CAM
1052
Covenant Asset Management
New Jersey
– – -33,615 Closed
2L
1053
22NW LP
Washington
– – -32,300 Closed
Temasek Holdings
1054
Temasek Holdings
Singapore
– – -32,273 Closed
GAM
1055
Gotham Asset Management
New York
– – -31,907 Closed
Marshall Wace
1056
Marshall Wace
United Kingdom
– – -30,719 Closed
BP
1057
Bandera Partners
New York
– – -28,000 Closed
STMM
1058
South Texas Money Management
Texas
– – -23,900 Closed
VAM
1059
Verity Asset Management
North Carolina
– – -22,920 Closed
TCM
1060
Tuttle Capital Management
Connecticut
– – -22,697 Closed
EMG
1061
Ellington Management Group
Connecticut
– – -22,600 Closed
SBIA
1062
Sheaff Brock Investment Advisors
Indiana
– – -21,914 Closed
BIM
1063
Beach Investment Management
Pennsylvania
– – -21,860 Closed
SM
1064
Southport Management
Wyoming
– – -21,500 Closed
BSPF
1065
British Steel Pension Fund
United Kingdom
– – -21,055 Closed
STA
1066
Summit Trail Advisors
New York
– – -18,355 Closed
AA
1067
ALPS Advisors
Colorado
– – -17,743 Closed
KI
1068
Koch Industries
Kansas
– – -16,082 Closed
BCM
1069
Bluefin Capital Management
New York
– – -12,511 Closed
OA
1070
Oxbow Advisors
Texas
– – -10,500 Closed
ACM
1071
Advent Capital Management
New York
– – -10,000 Closed
ARM
1072
Adirondack Research & Management
New York
– – -9,995 Closed
CA
1073
Calton & Associates
Florida
– – -9,609 Closed
BAM
1074
Belpointe Asset Management
Nevada
– – -9,250 Closed
PAG
1075
Private Advisory Group
Washington
– – -8,629 Closed
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