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Morgan Stanley
MS

Overview Fund Activity

1,038 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 361 increasing their positions, 410 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
22.5%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
103
Increased
361
Reduced
410
Closed
98
Calls
$995M
Puts
$1.89B
Net Calls
-$893M
Net Calls Change
-$25.2M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$522M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.28B
3
TCIM
3
TIAA CREF Investment Management
New York
$461M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$390M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$95.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.58B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$17.1B
3
BlackRock
3
BlackRock
New York
$4.18B
4
State Street
4
State Street
Massachusetts
$5.29B
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$50.7M +$9.6M +227,462 +23%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$47.7M -$87M -2,060,953 -65%
Ninety One (UK)
103
Ninety One (UK)
United Kingdom
$47.6M -$146M -3,460,409 -75%
APG Asset Management
104
APG Asset Management
Netherlands
$47M – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$46.4M -$3.21M -76,061 -6%
LCP
106
LGT Capital Partners
Switzerland
$45.7M +$4.27M +101,270 +10%
DLA
107
Douglas Lane & Associates
New York
$44.9M +$6.36M +150,641 +16%
GIA
108
Gateway Investment Advisers
Ohio
$43.9M -$278K -6,590 -0.6%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$42.3M -$286K -6,822 -0.7%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$40.9M +$15.4M +363,854 +60%
Point72 Asset Management
111
Point72 Asset Management
Connecticut
$40.9M -$68.4M -1,620,580 -63%
TAM
112
Todd Asset Management
Kentucky
$40.9M -$8.78K -208 -0%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$38.8M -$23.2M -548,682 -37%
EWM
114
Evercore Wealth Management
New York
$38.2M +$38.2M +904,634 New
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$37.5M -$877K -20,778 -2%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$37M -$58.4M -1,383,594 -61%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$37M +$2.69M +63,836 +8%
DekaBank Deutsche Girozentrale
118
DekaBank Deutsche Girozentrale
Germany
$36.9M -$10.9M -219,543 -23%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$36.5M -$6.46M -153,023 -15%
KBC Group
120
KBC Group
Belgium
$35.9M +$733K +17,363 +2%
AG
121
Aperio Group
California
$35.8M -$984K -23,308 -3%
Morgan Stanley
122
Morgan Stanley
New York
$35.2M +$2.96M +70,193 +9%
AQR Capital Management
123
AQR Capital Management
Connecticut
$35M -$24.6M -583,769 -41%
Nuveen Asset Management
124
Nuveen Asset Management
Illinois
$34.4M -$19.3M -457,973 -36%
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$34.2M +$3.7M +87,711 +12%
3 4
5
6 7