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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$30.2M 574,824 -3,094 -0.5%
Morgan Stanley
152
Morgan Stanley
New York
$30.1M 573,614 +11,814 +2%
LCP
153
LGT Capital Partners
Switzerland
$29.1M 554,900 +5,615 +1%
Robeco Institutional Asset Management
154
Robeco Institutional Asset Management
Netherlands
$28.7M 547,383 +196,844 +56%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$28.1M 534,951 -24,659 -4%
Millennium Management
156
Millennium Management
New York
$28M 533,830 +180,161 +51%
AIA
157
Avalon Investment & Advisory
Texas
$27.7M 528,621 -8,568 -2%
Macquarie Group
158
Macquarie Group
Australia
$27.5M 525,108 -165,762 -24%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$27.3M 519,992 +55,666 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
160
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.6M 507,000 -969,100 -66%
EARNEST Partners
161
EARNEST Partners
Georgia
$25.9M 492,654 -25,919 -5%
CL
162
Chubb Ltd
Switzerland
$25.7M 490,472 – –
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$25.7M 490,367 +3,000 +0.6%
MCM
164
Maltese Capital Management
New York
$25.7M 490,000 +65,400 +15%
GF
165
Gabelli Funds
New York
$25.2M 480,452 -153,048 -24%
UB
166
UMB Bank
Missouri
$25M 476,434 -5,052 -1%
PMAM
167
Picton Mahoney Asset Management
Ontario, Canada
$24.8M 473,562 +31,000 +7%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$24.8M 472,080 +67,782 +17%
PWAG
169
Polaris Wealth Advisory Group
California
$24.7M 471,455 +21,504 +5%
Nomura Holdings
170
Nomura Holdings
Japan
$24.7M 470,343 +145,990 +45%
QIM
171
Quantitative Investment Management
Virginia
$24M 457,700 -350,700 -43%
HP
172
Hosking Partners
United Kingdom
$23.9M 455,417 +31,414 +7%
AIG
173
American International Group
New York
$23.5M 447,514 +25,878 +6%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$23.5M 447,301 -264,915 -37%
Neuberger Berman Group
175
Neuberger Berman Group
New York
$23.4M 445,527 +362,626 +437%
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