MS icon

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 %
GIBU
176
Gulf International Bank (UK)
United Kingdom
$23.2M -$474K -8,778 -2%
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$22.7M +$79.5K +1,474 +0.4%
Macquarie Group
178
Macquarie Group
Australia
$22.7M -$5.64M -104,533 -20%
ERSOT
179
Employees Retirement System of Texas
Texas
$22.5M -$1.24M -23,000 -5%
Axa
180
Axa
France
$22.5M -$1.35M -25,028 -6%
ProShare Advisors
181
ProShare Advisors
Maryland
$22.5M +$702K +13,007 +3%
MIM
182
MetLife Investment Management
New Jersey
$22.4M -$837K -15,509 -4%
ELC
183
Edgar Lomax Company
Virginia
$22.3M +$9.55M +176,950 +75%
SOMRS
184
State of Michigan Retirement System
Michigan
$21.9M -$103K -1,900 -0.5%
MWAC
185
Mariner Wealth Advisors (Cincinnati)
Ohio
$21.9M +$78.3K +1,452 +0.4%
SCM
186
SKBA Capital Management
California
$21.2M +$29.7K +550 +0.1%
ASRS
187
Arizona State Retirement System
Arizona
$20.9M -$723K -13,400 -3%
FAF
188
Fjarde Ap-fonden
Sweden
$20.6M -$49.6K -919 -0.2%
DILIC
189
Dai-ichi Life Insurance Company
Japan
$20.5M +$7.47M +138,412 +57%
CANY
190
Caxton Associates (New York)
New York
$20.2M +$6.75M +125,000 +50%
BCM
191
Becker Capital Management
Oregon
$19.8M -$536K -9,925 -3%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$19.6M -$5.86M -108,687 -23%
TPSF
193
Texas Permanent School Fund
Texas
$19.2M -$1.27M -23,533 -6%
Nordea Investment Management
194
Nordea Investment Management
Sweden
$19.1M +$2.98M +55,136 +18%
LCM
195
Laurion Capital Management
New York
$19.1M +$19.1M +354,083 New
BAPIM
196
British Airways Pensions Investment Management
United Kingdom
$18.7M +$18.7M +345,941 New
Rafferty Asset Management
197
Rafferty Asset Management
New York
$17.6M +$2.37M +43,938 +16%
Los Angeles Capital Management
198
Los Angeles Capital Management
California
$17.6M -$543K -10,055 -3%
Comerica Bank
199
Comerica Bank
Texas
$17.5M -$531K -9,704 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
200
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.5M -$9.9M -183,500 -36%
6 7
8
9 10