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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 137 closing their positions.

Holders
1,043
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.28%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
153
Increased
315
Reduced
415
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M

Top Buyers

1
VH
1
ValueAct Holdings
California
$1.04B
2
Franklin Resources
2
Franklin Resources
California
$301M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$255M
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$606M
5
Prudential Financial
5
Prudential Financial
New Jersey
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$313M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$960M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$16.3B
4
Deutsche Bank
4
Deutsche Bank
Germany
$143M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$48.9M +$233K +5,892 +0.5%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$46.7M -$1.65M -41,695 -3%
FMI
103
Factory Mutual Insurance
Massachusetts
$45.2M – – –
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$44.7M -$3.33M -83,860 -7%
APG Asset Management
105
APG Asset Management
Netherlands
$43.4M -$503K -14,500 -1%
Lazard Asset Management
106
Lazard Asset Management
New York
$43.2M +$2.43M +61,182 +6%
MWA
107
Marshall Wace Asia
Hong Kong
$42.4M -$20.3M -511,794 -32%
GIA
108
Gateway Investment Advisers
Ohio
$41.5M -$33.5K -846 -0.1%
Two Sigma Investments
109
Two Sigma Investments
New York
$41.1M -$44.1M -1,112,555 -52%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$40.4M -$50.4M -1,269,488 -55%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$40.3M -$607K -15,321 -1%
CWM
112
CIBC World Markets
New York
$39.7M +$32.8M +826,767 +473%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$39.6M +$37.8M +954,196 +2,185%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$39M -$86.3M -2,181,839 -69%
LCP
115
LGT Capital Partners
Switzerland
$39M +$14.3M +360,730 +58%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$38.7M -$3.4M -85,657 -8%
TAM
117
Todd Asset Management
Kentucky
$38.4M +$2.05M +51,756 +6%
DekaBank Deutsche Girozentrale
118
DekaBank Deutsche Girozentrale
Germany
$38.4M +$8.74M +219,543 +29%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$38M -$56.3M -1,420,135 -60%
PI
120
Putnam Investments
Massachusetts
$38M -$4.28M -107,965 -10%
CCMG
121
Clark Capital Management Group
Pennsylvania
$37.5M +$24.6M +619,745 +190%
DLA
122
Douglas Lane & Associates
New York
$36.2M +$4.28M +107,867 +13%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$36M +$2.72M +68,545 +8%
AG
124
Aperio Group
California
$34.6M -$2.86K -72 -0%
ACI
125
AMP Capital Investors
Australia
$33.7M +$2.39M +60,661 +8%
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5
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