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Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$969M
5
Barclays
5
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
4
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
5
Ameriprise
Minnesota
$570M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.1M 838,587 -23,723 -3%
Squarepoint
127
Squarepoint
New York
$39M 837,295 +28,195 +3%
ACI
128
AMP Capital Investors
Australia
$38M 796,524 -18,510 -2%
DLA
129
Douglas Lane & Associates
New York
$37.5M 806,078 +44,026 +6%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$36.9M 793,393 -8,217 -1%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$36.9M 745,088 -21,948 -3%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$36.5M 784,677 -150,558 -16%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$36M 772,483 -82,552 -10%
Parallax Volatility Advisers
134
Parallax Volatility Advisers
California
$35.4M 760,038 +33,939 +5%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$34.9M 748,847 +234,802 +46%
SO
136
STRS Ohio
Ohio
$34.3M 735,793 -62,028 -8%
Morgan Stanley
137
Morgan Stanley
New York
$34.1M 731,978 +43,032 +6%
Aristotle Capital Management
138
Aristotle Capital Management
California
$34M 730,000 – –
First Trust Advisors
139
First Trust Advisors
Illinois
$33.5M 718,936 +136,897 +24%
SIM
140
Sadoff Investment Management
Wisconsin
$33.2M 713,500 +10,500 +1%
AQR Capital Management
141
AQR Capital Management
Connecticut
$33M 708,876 +276,714 +64%
DIA
142
Dana Investment Advisors
Wisconsin
$32.5M 696,947 +48,573 +7%
Two Sigma Advisers
143
Two Sigma Advisers
New York
$32.3M 693,692 -111,400 -14%
Aviva
144
Aviva
United Kingdom
$31.3M 671,079 -31,202 -4%
SG Americas Securities
145
SG Americas Securities
New York
$31.1M 668,260 +312,783 +88%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$30.7M 659,147 -85,464 -11%
WCM
147
Wedge Capital Management
North Carolina
$30.1M 646,033 +42,531 +7%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$29.9M 633,908 -19,285 -3%
FWIA
149
Fort Washington Investment Advisors
Ohio
$29.9M 642,057 -269,337 -30%
Caisse de Depot et Placement du Quebec (CDPQ)
150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.6M 636,400 +373,300 +142%
4 5
6
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