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Morgan Stanley
MS

Overview Fund Activity

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$237M
4
EIP
4
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$275M
2
State Street
2
State Street
Massachusetts
$6.84B
3
PI
3
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
101
1832 Asset Management
Ontario, Canada
$58M 1,302,548 +541,448 +71%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$56.9M 1,276,173 -903,638 -41%
SAM
103
Sentinel Asset Management
Vermont
$54.6M 1,225,000 -130,000 -10%
Federated Hermes
104
Federated Hermes
Pennsylvania
$54.3M 1,218,582 -190,534 -14%
Capital International Investors
105
Capital International Investors
California
$54M 1,212,470 – –
BM
106
Bridger Management
New York
$53.9M 1,210,359 +300,000 +33%
National Pension Service
107
National Pension Service
South Korea
$50.1M 1,118,712 +65,755 +6%
SEI Investments
108
SEI Investments
Pennsylvania
$48.1M 1,079,521 +82,554 +8%
GC
109
Guggenheim Capital
Illinois
$47.7M 1,069,997 -21,704 -2%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$45.7M 1,026,544 -319 -0%
MWA
111
Marshall Wace Asia
Hong Kong
$45.6M 1,014,067 +312,372 +45%
AL
112
AJO LP
Pennsylvania
$45.5M 1,020,675 +897,275 +727%
ACI
113
AMP Capital Investors
Australia
$44.3M 989,050 +26,549 +3%
GIA
114
Gateway Investment Advisers
Ohio
$44M 986,590 +2,074 +0.2%
AAMU
115
Amundi Asset Management US
Massachusetts
$42.8M 960,404 -8,687 -0.9%
PI
116
Putnam Investments
Massachusetts
$42.1M 944,841 -4,027,565 -81%
WM
117
WS Management
Florida
$41M 919,900 +100,000 +12%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.6M 911,199 -179,348 -16%
PI
119
PGGM Investments
Netherlands
$39.5M 885,761 -1,824 -0.2%
SO
120
STRS Ohio
Ohio
$38.9M 874,043 -88,078 -9%
GWM
121
Greenwich Wealth Management
Connecticut
$37.9M 851,475 -800 -0.1%
Aviva
122
Aviva
United Kingdom
$37.6M 843,868 +8,598 +1%
CCMG
123
Clark Capital Management Group
Pennsylvania
$36.6M 820,545 +52,120 +7%
RC
124
RBF Capital
California
$36.2M 812,500 – –
Arrowstreet Capital
125
Arrowstreet Capital
Massachusetts
$35.5M 796,321 +724,421 +1,008%
3 4
5
6 7