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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$69.6M 1,326,661 -27,906 -2%
OTPPB
102
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68M 1,295,900 +473,242 +58%
BM
103
Bridger Management
New York
$63.5M 1,210,359 – –
JCM
104
Junto Capital Management
New York
$62.5M 1,191,509 +318,909 +37%
National Pension Service
105
National Pension Service
South Korea
$61.3M 1,168,840 +3,070 +0.3%
GI
106
GAMCO Investors
Connecticut
$59.4M 1,131,475 -299,555 -21%
Hotchkis & Wiley Capital Management
107
Hotchkis & Wiley Capital Management
California
$57.9M 1,103,022 -646,300 -37%
SEI Investments
108
SEI Investments
Pennsylvania
$55.2M 1,052,039 -80,136 -7%
GC
109
Guggenheim Capital
Illinois
$54.8M 1,044,135 -28,300 -3%
TAM
110
Todd Asset Management
Kentucky
$53.1M 1,012,034 +222,998 +28%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$52M 990,506 +23,365 +2%
PI
112
Putnam Investments
Massachusetts
$51.2M 976,156 +5,241 +0.5%
Federated Hermes
113
Federated Hermes
Pennsylvania
$50.6M 965,150 -174,131 -15%
GIA
114
Gateway Investment Advisers
Ohio
$50.4M 961,205 -47,672 -5%
MCM
115
Moore Capital Management
New York
$49.3M 940,000 -1,215,000 -56%
DZ Bank
116
DZ Bank
Germany
$49.2M 938,207 +144,571 +18%
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$49.1M 935,566 +2,266 +0.2%
FWIA
118
Fort Washington Investment Advisors
Ohio
$48.3M 921,211 +888,571 +2,722%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$47.9M 913,193 +134,500 +17%
Calamos Advisors
120
Calamos Advisors
Illinois
$47.2M 898,781 +37,975 +4%
Citigroup
121
Citigroup
New York
$44.4M 845,294 -184,562 -18%
AG
122
Aperio Group
California
$44.1M 839,952 +27,718 +3%
JAM
123
Jupiter Asset Management
United Kingdom
$44M 838,465 +261,737 +45%
ACPU
124
Arrowgrass Capital Partners (US)
Delaware
$43.2M 823,139 -530,952 -39%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$42.6M 811,275 -432,747 -35%
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5
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