MS icon

Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.28%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
153
Increased
315
Reduced
415
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M

Top Buyers

1
VH
ValueAct Holdings
California
$1.04B
2
Franklin Resources
Franklin Resources
California
$301M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$255M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$606M
5
Prudential Financial
Prudential Financial
New Jersey
$216M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$313M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$960M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$16.3B
4
Deutsche Bank
Deutsche Bank
Germany
$143M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
126
KBC Group
Belgium
$33M -$3.45M -86,962 -9%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.7M -$509K -12,847 -2%
RC
128
RBF Capital
California
$32.7M -$2.25M -56,831 -6%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$32.7M +$1.55M +39,017 +5%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$32.2M +$17.1M +432,029 +114%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$32M +$8.13M +205,176 +34%
Nomura Holdings
132
Nomura Holdings
Japan
$31.9M +$6.74M +168,235 +27%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$31.8M +$4.25M +107,200 +15%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$30.4M -$229K -5,768 -0.7%
Morgan Stanley
135
Morgan Stanley
New York
$30.3M +$1.31M +33,078 +5%
GI
136
GAMCO Investors
Connecticut
$30.1M -$4M -100,800 -12%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$29.7M +$27.2K +685 +0.1%
MSE
138
MUFG Securities EMEA
United Kingdom
$29.3M +$22.7M +572,052 +345%
Aristotle Capital Management
139
Aristotle Capital Management
California
$28.9M – – –
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$28.6M -$2.83M -71,276 -9%
SO
141
STRS Ohio
Ohio
$28.5M -$686K -17,302 -2%
First Trust Advisors
142
First Trust Advisors
Illinois
$28.2M -$274K -6,918 -1%
DIA
143
Dana Investment Advisors
Wisconsin
$28.2M +$525K +13,249 +2%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$28.1M +$1.98M +49,879 +8%
SIM
145
Sadoff Investment Management
Wisconsin
$27.9M -$343K -8,660 -1%
SG Americas Securities
146
SG Americas Securities
New York
$26.6M +$82K +2,067 +0.3%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$26.2M +$1.08M +27,200 +4%
HI
148
HBK Investments
Texas
$26.1M +$6.21M +156,498 +31%
FWIA
149
Fort Washington Investment Advisors
Ohio
$25.4M -$90.3K -2,277 -0.4%
RCAMU
150
Rothschild & Co Asset Management US
Connecticut
$24.9M -$66.3K -1,673 -0.3%
4 5
6
7 8