MS icon

Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$969M
5
Barclays
5
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
4
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
5
Ameriprise
Minnesota
$570M
Name Market Value Shares Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$57.2M 1,228,371 +643,481 +110%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$56.7M 1,218,231 -25,452 -2%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$56.4M 1,210,947 -58,331 -5%
DZ Bank
104
DZ Bank
Germany
$53.3M 1,143,478 +45,977 +4%
BM
105
Bridger Management
New York
$53.2M 1,143,109 – –
FMI
106
Factory Mutual Insurance
Massachusetts
$53.1M 1,139,400 +34,100 +3%
ASC
107
Atalanta Sosnoff Capital
New York
$52.3M 1,122,249 -237,101 -17%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$51.4M 1,104,392 +216,987 +24%
APG Asset Management
109
APG Asset Management
Netherlands
$50.8M 1,266,170 +872,300 +221%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$50.5M 1,085,430 -116,047 -10%
PI
111
Putnam Investments
Massachusetts
$49.7M 1,066,271 -440,736 -29%
Hotchkis & Wiley Capital Management
112
Hotchkis & Wiley Capital Management
California
$49.5M 1,062,422 -1,400 -0.1%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$49.4M 1,060,967 -33,867 -3%
GIA
114
Gateway Investment Advisers
Ohio
$48.8M 1,047,196 +84,482 +9%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$48.1M 1,032,105 -1,740,613 -63%
Lazard Asset Management
116
Lazard Asset Management
New York
$47.9M 1,029,122 -149,581 -13%
Capital Fund Management (CFM)
117
Capital Fund Management (CFM)
France
$44.5M 954,595 -278,700 -23%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$44.1M 947,703 +947,703 New
KBC Group
119
KBC Group
Belgium
$42.8M 919,142 +387,190 +73%
TAM
120
Todd Asset Management
Kentucky
$42.7M 917,127 +100,556 +12%
RC
121
RBF Capital
California
$41M 881,351 +81,351 +10%
PAMU
122
Pictet Asset Management (UK)
United Kingdom
$40.9M 878,620 +154,031 +21%
AG
123
Aperio Group
California
$40.6M 871,761 -2,218 -0.3%
GI
124
GAMCO Investors
Connecticut
$40M 859,140 -2,600 -0.3%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$39.1M 840,178 +31,593 +4%
3 4
5
6 7