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Morgan Stanley
MS

Overview Fund Activity

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$726M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$224M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$1.03B
4
SSM
4
Sound Shore Management
Connecticut
$155M
5
EC
5
Eminence Capital
New York
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$794M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$17.4B
4
Citadel Advisors
4
Citadel Advisors
Florida
$69M
5
State Street
5
State Street
Massachusetts
$5.32B
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
126
Natixis Advisors
Massachusetts
$35M 798,853 +116,260 +17%
RC
127
RBF Capital
California
$34.9M 797,750 -2,250 -0.3%
SO
128
STRS Ohio
Ohio
$33.7M 770,008 +58,675 +8%
Nomura Holdings
129
Nomura Holdings
Japan
$33.6M 759,870 -9,569 -1%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$33.2M 757,122 -780 -0.1%
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$32.8M 748,628 -61,200 -8%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.6M 744,588 -44,839 -6%
Aristotle Capital Management
133
Aristotle Capital Management
California
$32.3M 736,700 -10 -0%
Asset Management One
134
Asset Management One
Japan
$32M 729,844 +22,869 +3%
Aberdeen Group
135
Aberdeen Group
United Kingdom
$30.9M 704,542 -160,742 -19%
SIM
136
Sadoff Investment Management
Wisconsin
$30.6M 699,580 +190 +0%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$30.5M 696,200 +113,950 +20%
ACI
138
AMP Capital Investors
Australia
$30.5M 700,797 +25,605 +4%
Robeco Institutional Asset Management
139
Robeco Institutional Asset Management
Netherlands
$30.4M 693,848 +113,285 +20%
LCP
140
LGT Capital Partners
Switzerland
$30.2M 689,170 -394,890 -36%
Mirae Asset Global Investments
141
Mirae Asset Global Investments
South Korea
$29.8M 680,229 +8,579 +1%
GI
142
GAMCO Investors
Connecticut
$29.8M 679,319 -20,000 -3%
PR
143
Payden & Rygel
California
$29.4M 670,700 +23,700 +4%
DIA
144
Dana Investment Advisors
Wisconsin
$29.4M 670,144 -27,315 -4%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$28.3M 646,291 -6,930 -1%
MCM
146
Maltese Capital Management
New York
$28.3M 646,200 -43,200 -6%
WCM
147
Wedge Capital Management
North Carolina
$28M 638,558 +4,001 +0.6%
SCM
148
Stevens Capital Management
Pennsylvania
$27.7M 632,774 +632,774 New
CB
149
Commerce Bank
Missouri
$27.4M 625,100 +594,139 +1,919%
SFM
150
Soros Fund Management
New York
$27.2M 620,468 +102,006 +20%
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