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Morgan Stanley
MS

Overview Fund Activity

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.38B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
3
EIP
3
Easterly Investment Partners
Massachusetts
$118M
4
Capital World Investors
4
Capital World Investors
California
$268M
5
Millennium Management
5
Millennium Management
New York
$142M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.75B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$16.6B
3
Bessemer Group
3
Bessemer Group
New Jersey
$23.7M
4
VH
4
ValueAct Holdings
California
$949M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$641M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
126
Aperio Group
California
$35.3M 826,148 -49,289 -6%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$34.7M 813,039 +14,186 +2%
Marshall Wace
128
Marshall Wace
United Kingdom
$34.3M 804,309 -416,714 -34%
RC
129
RBF Capital
California
$34M 797,750 – –
Victory Capital Management
130
Victory Capital Management
Texas
$32.5M 761,839 +454,858 +148%
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$32.4M 760,068 +11,440 +2%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$32.4M 758,995 +62,795 +9%
Robeco Institutional Asset Management
133
Robeco Institutional Asset Management
Netherlands
$32M 750,944 +57,096 +8%
Aristotle Capital Management
134
Aristotle Capital Management
California
$31.6M 740,965 +4,265 +0.6%
Capital Fund Management (CFM)
135
Capital Fund Management (CFM)
France
$31.6M 740,371 +257,400 +53%
SO
136
STRS Ohio
Ohio
$31.4M 735,338 -34,670 -5%
ACI
137
AMP Capital Investors
Australia
$30.9M 722,372 +21,575 +3%
Asset Management One
138
Asset Management One
Japan
$30.8M 722,362 -7,482 -1%
CB
139
Commerce Bank
Missouri
$30M 702,679 +77,579 +12%
SIM
140
Sadoff Investment Management
Wisconsin
$29.9M 701,130 +1,550 +0.2%
CCMG
141
Clark Capital Management Group
Pennsylvania
$29.1M 682,283 +226,065 +50%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$29M 679,789 +33,498 +5%
PR
143
Payden & Rygel
California
$28.9M 676,769 +6,069 +0.9%
MCM
144
Maltese Capital Management
New York
$28.4M 666,300 +20,100 +3%
DIA
145
Dana Investment Advisors
Wisconsin
$28.1M 657,839 -12,305 -2%
WCM
146
Wedge Capital Management
North Carolina
$27.9M 654,526 +15,968 +3%
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$27.8M 650,809 +35,000 +6%
LCP
148
LGT Capital Partners
Switzerland
$27.6M 647,010 -42,160 -6%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$27.5M 644,503 -60,039 -9%
Bank of Nova Scotia
150
Bank of Nova Scotia
Ontario, Canada
$27.3M 640,526 +177,272 +38%
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