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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$387M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B
3
EVM
3
Eaton Vance Management
Massachusetts
$281M
4
Deutsche Bank
4
Deutsche Bank
Germany
$363M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$787M

Top Sellers

1
State Street
1
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$71.1M +$25.5M +472,399 +56%
OTPPB
102
Ontario Teachers' Pension Plan Board
Ontario, Canada
$70.8M +$919K +17,036 +1%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$69.8M -$2.27M -42,058 -3%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$69.5M -$2.12M -39,287 -3%
SC
105
Samlyn Capital
New York
$66M +$66M +1,223,746 New
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$64.6M -$11.8M -218,150 -15%
National Pension Service
107
National Pension Service
South Korea
$62.2M -$895K -16,590 -1%
Hotchkis & Wiley Capital Management
108
Hotchkis & Wiley Capital Management
California
$58.3M -$1.19M -22,000 -2%
BM
109
Bridger Management
New York
$58.1M -$7.21M -133,550 -11%
DZ Bank
110
DZ Bank
Germany
$57.6M +$9.03M +174,483 +19%
Calamos Advisors
111
Calamos Advisors
Illinois
$56.6M +$8.14M +150,847 +17%
GI
112
GAMCO Investors
Connecticut
$55.9M -$5.12M -94,880 -8%
JCM
113
Junto Capital Management
New York
$54.4M -$9.86M -182,724 -15%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.3M +$864K +16,021 +2%
GIA
115
Gateway Investment Advisers
Ohio
$52.3M +$471K +8,729 +0.9%
GC
116
Guggenheim Capital
Illinois
$51.8M -$4.53M -83,967 -8%
PI
117
Putnam Investments
Massachusetts
$50.4M -$2.31M -42,736 -4%
SEI Investments
118
SEI Investments
Pennsylvania
$49.8M -$7M -129,677 -12%
FWIA
119
Fort Washington Investment Advisors
Ohio
$49.2M -$517K -9,585 -1%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$48.8M +$5.07M +94,003 +12%
JAM
121
Jupiter Asset Management
United Kingdom
$47.8M +$2.51M +46,565 +6%
AG
122
Aperio Group
California
$46.7M +$1.33M +24,683 +3%
CIM
123
Chiron Investment Management
New York
$46.2M +$8.47M +157,035 +22%
TAM
124
Todd Asset Management
Kentucky
$44.5M -$10.2M -188,187 -19%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$43.6M -$5.64M -104,608 -11%
3 4
5
6 7