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Morgan Stanley
MS

Overview Fund Activity

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$726M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$224M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$1.03B
4
SSM
4
Sound Shore Management
Connecticut
$155M
5
EC
5
Eminence Capital
New York
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$794M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$17.4B
4
Citadel Advisors
4
Citadel Advisors
Florida
$69M
5
State Street
5
State Street
Massachusetts
$5.32B
Name Market Value Shares Shares
Change 		Shares
Change %
FMI
101
Factory Mutual Insurance
Massachusetts
$50M 1,141,400 – –
Squarepoint
102
Squarepoint
New York
$49.5M 1,130,509 +912,408 +418%
DLA
103
Douglas Lane & Associates
New York
$49.5M 1,130,300 +65,714 +6%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$49.4M 1,128,082 +394,794 +54%
Ninety One (UK)
105
Ninety One (UK)
United Kingdom
$48.8M 1,112,780 -14,735 -1%
EWM
106
Evercore Wealth Management
New York
$47.9M 1,092,795 +188,161 +21%
Point72 Asset Management
107
Point72 Asset Management
Connecticut
$47.8M 1,090,408 +120,608 +12%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$47.5M 1,084,308 -16,167 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
109
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.9M 1,046,769 -743,500 -42%
GIA
110
Gateway Investment Advisers
Ohio
$45.3M 1,034,421 -5,339 -0.5%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$45.1M 1,029,361 +111,000 +12%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$44.7M 1,020,663 -110,272 -10%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$44.3M 1,018,180 +8,218 +0.8%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$43.2M 985,529 +188,259 +24%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$42.7M 974,084 +98,186 +11%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$42.6M 1,944,958 +742,186 +62%
TAM
117
Todd Asset Management
Kentucky
$42.3M 965,210 -3,465 -0.4%
Lazard Asset Management
118
Lazard Asset Management
New York
$40.9M 932,797 +205,479 +28%
MWNA
119
Marshall Wace North America
New York
$40.4M 921,206 +882,957 +2,308%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$38.4M 877,445 -10,500 -1%
AG
121
Aperio Group
California
$38.4M 875,437 +27,056 +3%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$38.3M 875,274 -345 -0%
KBC Group
123
KBC Group
Belgium
$38.2M 872,236 +22,693 +3%
First Trust Advisors
124
First Trust Advisors
Illinois
$38M 867,856 +117,767 +16%
Morgan Stanley
125
Morgan Stanley
New York
$37.2M 849,435 +14,186 +2%
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