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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
UBS AM
UBS AM
Illinois
$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.37B
3
EVM
Eaton Vance Management
Massachusetts
$281M
4
Deutsche Bank
Deutsche Bank
Germany
$363M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$787M

Top Sellers

1
State Street
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
126
RBF Capital
California
$43.2M – – –
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$41.7M +$28.6M +535,905 +218%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$41.3M +$3.48M +64,415 +9%
PAMU
129
Pictet Asset Management (UK)
United Kingdom
$41.2M +$383K +7,100 +0.9%
CM
130
Castleark Management
Illinois
$41.1M -$2.08M -38,470 -5%
Aristotle Capital Management
131
Aristotle Capital Management
California
$39.4M – – –
DLA
132
Douglas Lane & Associates
New York
$39.4M +$1.23M +22,815 +3%
DP
133
DSAM Partners
United Kingdom
$38.8M -$3.9M -72,208 -9%
SIM
134
Sadoff Investment Management
Wisconsin
$38.3M +$135K +2,505 +0.4%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$38.3M +$14.3M +264,624 +59%
Federated Hermes
136
Federated Hermes
Pennsylvania
$37.7M -$14.4M -267,038 -28%
ACI
137
AMP Capital Investors
Australia
$37.1M -$1.95M -36,813 -5%
Aviva
138
Aviva
United Kingdom
$36.8M -$3.69M -68,465 -9%
RJA
139
Raymond James & Associates
Florida
$36M +$2.07M +38,450 +6%
BCIM
140
British Columbia Investment Management
British Columbia, Canada
$35.9M -$4.85M -89,823 -12%
First Trust Advisors
141
First Trust Advisors
Illinois
$35.9M -$1.88M -34,843 -5%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$35.7M -$90.7K -1,700 -0.3%
Morgan Stanley
143
Morgan Stanley
New York
$35.3M +$4.35M +80,532 +14%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$34.2M +$16.5M +304,908 +92%
DIA
145
Dana Investment Advisors
Wisconsin
$34.2M -$2.67M -49,396 -7%
Stifel Financial
146
Stifel Financial
Missouri
$33M +$2M +36,963 +6%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$33M +$12M +222,503 +57%
Robeco Institutional Asset Management
148
Robeco Institutional Asset Management
Netherlands
$32.9M +$3.34M +61,983 +11%
FMI
149
Factory Mutual Insurance
Massachusetts
$32.8M – – –
WCM
150
Wedge Capital Management
North Carolina
$32.8M -$2.21M -41,020 -6%
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