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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$387M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B
3
EVM
3
Eaton Vance Management
Massachusetts
$281M
4
Deutsche Bank
4
Deutsche Bank
Germany
$363M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$787M

Top Sellers

1
State Street
1
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
151
Rothschild & Co Asset Management US
Connecticut
$31.8M -$1.61M -29,870 -5%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$31.6M +$3.53M +65,509 +13%
HIIFS
153
Harel Insurance Investments & Financial Services
Israel
$31.4M +$4.93M +91,350 +19%
BA
154
Boston Advisors
Massachusetts
$31.4M +$21.4M +395,812 +213%
KeyBank National Association
155
KeyBank National Association
Ohio
$31.3M -$1.93M -35,760 -6%
SIA
156
Sit Investment Associates
Minnesota
$31M -$2.31M -42,775 -7%
LCP
157
LGT Capital Partners
Switzerland
$29.8M -$123K -2,280 -0.4%
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$29.5M +$647K +11,991 +2%
MCM
159
Maltese Capital Management
New York
$28.3M +$1.82M +33,800 +7%
AIA
160
Avalon Investment & Advisory
Texas
$28.3M -$262K -4,856 -0.9%
PP
161
PDT Partners
New York
$28.3M -$3.76M -69,740 -12%
EARNEST Partners
162
EARNEST Partners
Georgia
$27.6M +$1.01M +18,722 +4%
PWAG
163
Polaris Wealth Advisory Group
California
$27M +$1.56M +28,971 +6%
SFM
164
Soros Fund Management
New York
$26.9M +$26.9M +497,659 New
CL
165
Chubb Ltd
Switzerland
$26.5M – – –
KBC Group
166
KBC Group
Belgium
$26.3M -$11.1M -206,521 -30%
Parallax Volatility Advisers
167
Parallax Volatility Advisers
California
$26.3M -$13.2M -244,937 -33%
BCM
168
Barometer Capital Management
Ontario, Canada
$26.1M +$2.47M +45,750 +10%
UB
169
UMB Bank
Missouri
$25.8M +$113K +2,085 +0.4%
HP
170
Hosking Partners
United Kingdom
$25.7M +$1.13M +21,012 +5%
PMAM
171
Picton Mahoney Asset Management
Ontario, Canada
$24.8M -$723K -13,400 -3%
AIG
172
American International Group
New York
$24M -$157K -2,916 -0.7%
SB
173
Suntrust Banks
Georgia
$23.9M +$8.72M +161,635 +58%
GF
174
Gabelli Funds
New York
$23.8M -$2.08M -38,500 -8%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$23.7M -$428K -7,939 -2%
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