MS icon

Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.28%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
153
Increased
315
Reduced
415
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M

Top Buyers

1
VH
ValueAct Holdings
California
$1.04B
2
Franklin Resources
Franklin Resources
California
$301M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$255M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$606M
5
Prudential Financial
Prudential Financial
New Jersey
$216M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$313M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$960M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$16.3B
4
Deutsche Bank
Deutsche Bank
Germany
$143M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
176
Sit Investment Associates
Minnesota
$17.3M -$4.29M -108,255 -20%
DA
177
DSC Advisors
Illinois
$17.2M +$17.2M +434,807 New
SB
178
Suntrust Banks
Georgia
$16.5M -$1.84M -46,345 -10%
ProShare Advisors
179
ProShare Advisors
Maryland
$16.4M -$215K -5,432 -1%
Nordea Investment Management
180
Nordea Investment Management
Sweden
$16.1M -$3.24M -81,771 -17%
HI
181
Honeywell International
North Carolina
$15.9M +$15.9M +401,400 New
DDPIC
182
Deroy & Devereaux Private Investment Counsel
Michigan
$15.9M +$246K +6,215 +2%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$15.7M +$15.1M +380,689 +2,659%
GF
184
Gabelli Funds
New York
$15.6M -$159K -4,000 -1%
ELC
185
Edgar Lomax Company
Virginia
$15.5M -$453K -11,420 -3%
HP
186
Hosking Partners
United Kingdom
$15.3M +$1.55M +38,978 +11%
LCM
187
Laurion Capital Management
New York
$15.2M +$15.2M +383,845 New
SOMRS
188
State of Michigan Retirement System
Michigan
$14.8M -$829K -20,900 -5%
MIM
189
MetLife Investment Management
New Jersey
$14.8M -$471K -11,882 -3%
BCIM
190
British Columbia Investment Management
British Columbia, Canada
$14.8M +$1.18M +29,742 +9%
Axa
191
Axa
France
$14.4M -$2.01M -50,739 -12%
CRC
192
Curi RMB Capital
Illinois
$13.8M +$365K +9,217 +3%
MWNA
193
Marshall Wace North America
New York
$13.7M +$12.9M +325,606 +1,725%
ZIG
194
Zurich Insurance Group
Switzerland
$13.6M +$5.15M +129,769 +61%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$13.5M +$673K +16,967 +5%
BCM
196
Basswood Capital Management
New York
$13.4M +$219K +5,525 +2%
BCM
197
Becker Capital Management
Oregon
$13.4M -$311K -7,840 -2%
Macquarie Group
198
Macquarie Group
Australia
$13.2M +$1.29M +32,440 +11%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$13.1M +$1.86M +46,795 +17%
NIPH
200
NN Investment Partners Holdings
Netherlands
$12.9M +$5.41M +136,491 +72%
6 7
8
9 10