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Morgan Stanley
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Overview Fund Activity

1,038 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 361 increasing their positions, 410 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
22.5%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
103
Increased
361
Reduced
410
Closed
98
Calls
$995M
Puts
$1.89B
Net Calls
-$893M
Net Calls Change
-$25.2M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$522M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.28B
3
TCIM
TIAA CREF Investment Management
New York
$461M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$390M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$95.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.58B
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$17.1B
3
BlackRock
BlackRock
New York
$4.18B
4
State Street
State Street
Massachusetts
$5.29B
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
126
RBF Capital
California
$33.8M -$1.03M -24,520 -3%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$33.6M -$1.12M -26,424 -3%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.3M -$1.53M -36,313 -4%
Nomura Holdings
129
Nomura Holdings
Japan
$33.3M -$1.19M -27,413 -3%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$32M +$353K +8,370 +1%
First Trust Advisors
131
First Trust Advisors
Illinois
$31.7M +$1.61M +38,071 +5%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$31.6M -$708K -16,766 -2%
Aristotle Capital Management
133
Aristotle Capital Management
California
$31.1M +$283K +6,710 +0.9%
Mackenzie Financial
134
Mackenzie Financial
Ontario, Canada
$30.9M +$28.3M +669,686 +1,053%
Lazard Asset Management
135
Lazard Asset Management
New York
$30.7M -$15.3M -362,986 -33%
SO
136
STRS Ohio
Ohio
$30M -$302K -7,158 -1%
Asset Management One
137
Asset Management One
Japan
$29.8M -$63.1M -1,495,709 -68%
SIM
138
Sadoff Investment Management
Wisconsin
$29.5M -$230K -5,450 -0.8%
GI
139
GAMCO Investors
Connecticut
$29.5M -$2.49M -59,021 -8%
DIA
140
Dana Investment Advisors
Wisconsin
$29.4M -$538K -12,737 -2%
MCM
141
Maltese Capital Management
New York
$29.1M +$2.72M +64,400 +10%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$28.8M +$3.37M +79,781 +13%
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$28.3M +$6.09M +144,366 +27%
ACI
144
AMP Capital Investors
Australia
$28.3M -$7.63M -181,993 -21%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$27.6M -$14.5M -344,648 -35%
PR
146
Payden & Rygel
California
$27.3M +$2.3M +54,400 +9%
FWIA
147
Fort Washington Investment Advisors
Ohio
$27M – – –
WCM
148
Wedge Capital Management
North Carolina
$26.8M +$297K +7,038 +1%
Jennison Associates
149
Jennison Associates
New York
$26.7M -$32.8M -776,644 -55%
RCAMU
150
Rothschild & Co Asset Management US
Connecticut
$26.5M -$21.4K -506 -0.1%
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