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Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$969M
5
Barclays
5
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
4
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
5
Ameriprise
Minnesota
$570M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Holdings
151
Nomura Holdings
Japan
$29.5M 628,617 +87,250 +16%
RCAMU
152
Rothschild & Co Asset Management US
Connecticut
$29.3M 629,296 +33,906 +6%
LCP
153
LGT Capital Partners
Switzerland
$29M 622,060 -17,160 -3%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$28.6M 613,468 +16,785 +3%
CM
155
Castleark Management
Illinois
$28.2M 606,598 -144,772 -19%
NAM
156
NorthCoast Asset Management
Connecticut
$28.1M 603,087 +469,919 +353%
Bank of Nova Scotia
157
Bank of Nova Scotia
Ontario, Canada
$28M 601,588 +168,640 +39%
HIIFS
158
Harel Insurance Investments & Financial Services
Israel
$27.3M 586,717 – –
PP
159
PDT Partners
New York
$26.6M 570,700 -1,471 -0.3%
MCM
160
Maltese Capital Management
New York
$26.5M 570,000 +55,000 +11%
RJA
161
Raymond James & Associates
Florida
$26M 557,512 -46,183 -8%
SIA
162
Sit Investment Associates
Minnesota
$25.4M 544,875 +38,000 +7%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$25M 536,059 -21,526 -4%
Royal London Asset Management
164
Royal London Asset Management
United Kingdom
$24.6M 528,797 -3,290 -0.6%
PI
165
PEAK6 Investments
Illinois
$24.6M 527,852 +527,852 New
KeyBank National Association
166
KeyBank National Association
Ohio
$24.2M 518,680 -27,043 -5%
AIA
167
Avalon Investment & Advisory
Texas
$23.7M 509,969 -3,212 -0.6%
EARNEST Partners
168
EARNEST Partners
Georgia
$23.4M 503,489 -7,561 -1%
HI
169
HBK Investments
Texas
$23.3M 500,500 +317,100 +173%
Nordea Investment Management
170
Nordea Investment Management
Sweden
$22.7M 487,901 +41,173 +9%
Nuveen Asset Management
171
Nuveen Asset Management
Illinois
$22.7M 487,039 +197,495 +68%
SEI Investments
172
SEI Investments
Pennsylvania
$22.1M 472,990 -152,054 -24%
Federated Hermes
173
Federated Hermes
Pennsylvania
$21.9M 470,722 -211,628 -31%
SB
174
Suntrust Banks
Georgia
$21.6M 463,652 +32,891 +8%
AIG
175
American International Group
New York
$21.2M 456,135 +19,390 +4%
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