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Morgan Stanley
MS

Overview Fund Activity

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$172M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Millennium Management
3
Millennium Management
New York
$160M
4
Deutsche Bank
4
Deutsche Bank
Germany
$467M
5
AL
5
AJO LP
Pennsylvania
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$20.2B
3
State Street
3
State Street
Massachusetts
$6.28B
4
Ameriprise
4
Ameriprise
Minnesota
$689M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
151
Wedge Capital Management
North Carolina
$28.6M 603,502 -3,582 -0.6%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$28.3M 596,683 +11,182 +2%
RCAMU
153
Rothschild & Co Asset Management US
Connecticut
$28.2M 595,390 +5,582 +0.9%
HIIFS
154
Harel Insurance Investments & Financial Services
Israel
$27.8M 586,717 +5,000 +0.9%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$27.7M 584,890 -24,476 -4%
First Trust Advisors
156
First Trust Advisors
Illinois
$27.6M 582,039 -83,452 -13%
PP
157
PDT Partners
New York
$27.1M 572,171 +48,612 +9%
PWAG
158
Polaris Wealth Advisory Group
California
$27M 500,208 -218 -0%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$26.4M 557,585 +10,643 +2%
KeyBank National Association
160
KeyBank National Association
Ohio
$25.9M 545,723 -34,401 -6%
Nomura Holdings
161
Nomura Holdings
Japan
$25.7M 541,367 -31,110 -5%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$25.2M 532,087 +532,087 New
KBC Group
163
KBC Group
Belgium
$25.2M 531,952 +45,045 +9%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$24.4M 515,511 -95,730 -16%
MCM
165
Maltese Capital Management
New York
$24.4M 515,000 -8,800 -2%
Treasurer of the State of North Carolina
166
Treasurer of the State of North Carolina
North Carolina
$24.4M 514,045 +315,973 +160%
AIA
167
Avalon Investment & Advisory
Texas
$24.3M 513,181 -10,584 -2%
EARNEST Partners
168
EARNEST Partners
Georgia
$24.2M 511,050 -326 -0.1%
SFM
169
Soros Fund Management
New York
$24.1M 508,558 +10,899 +2%
SIA
170
Sit Investment Associates
Minnesota
$24M 506,875 -68,025 -12%
UB
171
UMB Bank
Missouri
$23.6M 496,871 +18,352 +4%
JCM
172
Junto Capital Management
New York
$23.4M 493,234 -515,551 -51%
BA
173
Boston Advisors
Massachusetts
$23.3M 492,573 -88,949 -15%
CL
174
Chubb Ltd
Switzerland
$23.2M 490,472 – –
BCIM
175
British Columbia Investment Management
British Columbia, Canada
$21.6M 454,660 -210,903 -32%
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