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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 %
FIM
176
Foresters Investment Management
New York
$21.2M 455,030 +209,300 +85%
GIBU
177
Gulf International Bank (UK)
United Kingdom
$21M 451,077 +13,893 +3%
RCM
178
RNC Capital Management
California
$19.8M 425,629 +425,629 New
ProShare Advisors
179
ProShare Advisors
Maryland
$19.5M 419,009 +25,757 +7%
MWAC
180
Mariner Wealth Advisors (Cincinnati)
Ohio
$19.3M 415,253 +2,918 +0.7%
Axa
181
Axa
France
$19.3M 414,942 -988 -0.2%
CIBC World Market
182
CIBC World Market
Ontario, Canada
$19M 408,501 -107,010 -21%
UB
183
UMB Bank
Missouri
$18.9M 406,188 -90,683 -18%
ELC
184
Edgar Lomax Company
Virginia
$18.7M 401,840 -14,000 -3%
Stifel Financial
185
Stifel Financial
Missouri
$18.5M 397,770 +9,208 +2%
GF
186
Gabelli Funds
New York
$18.5M 397,452 -11,500 -3%
SOMRS
187
State of Michigan Retirement System
Michigan
$18.4M 395,155 -8,400 -2%
DDPIC
188
Deroy & Devereaux Private Investment Counsel
Michigan
$18.4M 394,298 +67,354 +21%
ASRS
189
Arizona State Retirement System
Arizona
$18.3M 393,616 -2,019 -0.5%
SCM
190
SKBA Capital Management
California
$18.2M 389,950 +600 +0.2%
MIM
191
MetLife Investment Management
New Jersey
$18M 385,620 -15,645 -4%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$17.7M 379,754 +89,943 +31%
Point72 Asset Management
193
Point72 Asset Management
Connecticut
$17.2M 369,800 +261,000 +240%
CS
194
Candriam SCA
Luxembourg
$17.1M 366,749 +135,549 +59%
ERSOT
195
Employees Retirement System of Texas
Texas
$16.9M 363,000 -43,000 -11%
SEC
196
Seven Eight Capital
New York
$16.8M 360,501 +54,800 +18%
FAF
197
Fjarde Ap-fonden
Sweden
$16.5M 353,316 -22,986 -6%
AL
198
AJO LP
Pennsylvania
$16.3M 350,166 -4,460,108 -93%
CHCM
199
Columbus Hill Capital Management
New Jersey
$16.2M 348,000 +348,000 New
BCM
200
Becker Capital Management
Oregon
$16.1M 346,349 -9,541 -3%
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