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Morgan Stanley
MS

Overview Fund Activity

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.38B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
3
EIP
3
Easterly Investment Partners
Massachusetts
$118M
4
Capital World Investors
4
Capital World Investors
California
$268M
5
Millennium Management
5
Millennium Management
New York
$142M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.75B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$16.6B
3
Bessemer Group
3
Bessemer Group
New Jersey
$23.7M
4
VH
4
ValueAct Holdings
California
$949M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$641M
Name Market Value Shares Shares
Change 		Shares
Change %
DLA
101
Douglas Lane & Associates
New York
$49.4M 1,158,175 +27,875 +2%
FMI
102
Factory Mutual Insurance
Massachusetts
$49M 1,149,100 +7,700 +0.7%
EWM
103
Evercore Wealth Management
New York
$49M 1,148,228 +55,433 +5%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$48.9M 1,145,162 +17,080 +2%
AL
105
AJO LP
Pennsylvania
$48.4M 1,133,367 -1,399,272 -55%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$47.8M 1,119,946 -28,605 -2%
Korea Investment Corp
107
Korea Investment Corp
South Korea
$47.2M 1,105,161 +75,800 +7%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$47.1M 1,103,898 +118,369 +12%
Citigroup
109
Citigroup
New York
$46.6M 1,091,330 -422,209 -28%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$45.3M 1,061,293 -23,015 -2%
First Trust Advisors
111
First Trust Advisors
Illinois
$42.8M 1,002,924 +135,068 +16%
GIA
112
Gateway Investment Advisers
Ohio
$42.4M 993,925 -40,496 -4%
Ninety One (UK)
113
Ninety One (UK)
United Kingdom
$42.3M 990,550 -122,230 -11%
TAM
114
Todd Asset Management
Kentucky
$41M 961,240 -3,970 -0.4%
Lazard Asset Management
115
Lazard Asset Management
New York
$41M 960,643 +27,846 +3%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$41M 960,100 -489,900 -34%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$40.9M 958,867 -61,796 -6%
Nomura Holdings
118
Nomura Holdings
Japan
$40.4M 954,748 +194,878 +26%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.4M 945,773 +201,185 +27%
Citadel Advisors
120
Citadel Advisors
Florida
$39.7M 930,196 -644,629 -41%
Morgan Stanley
121
Morgan Stanley
New York
$39.7M 929,424 +79,989 +9%
KBC Group
122
KBC Group
Belgium
$38.7M 906,129 +33,893 +4%
Neuberger Berman Group
123
Neuberger Berman Group
New York
$38M 889,827 -344,996 -28%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$37.7M 882,545 +5,100 +0.6%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$37.3M 875,068 -206 -0%
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5
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