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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 %
CRC
201
Curi RMB Capital
Illinois
$17.4M +$1M +18,550 +6%
DDPIC
202
Deroy & Devereaux Private Investment Counsel
Michigan
$17.4M +$29.7K +551 +0.2%
EIM
203
Essex Investment Management
Massachusetts
$16.2M -$647K -11,990 -4%
JCM
204
Jag Capital Management
Missouri
$16.1M -$243K -4,512 -1%
AIA
205
Affinity Investment Advisors
California
$15.1M +$414K +7,681 +3%
EB
206
Eastern Bank
Massachusetts
$15.1M -$3.35M -62,031 -18%
HW
207
Hancock Whitney
Mississippi
$15M -$1.25M -23,195 -8%
HIMCH
208
Hartford Investment Management Co (HIMCO)
Connecticut
$14.8M -$1.66M -30,754 -10%
HighTower Advisors
209
HighTower Advisors
Illinois
$14.8M +$1.74M +32,260 +13%
AQR Capital Management
210
AQR Capital Management
Connecticut
$14.8M -$6.97M -129,265 -32%
BCMNY
211
Buckingham Capital Management (New York)
New York
$14.7M -$342K -6,329 -2%
NG
212
NatWest Group
United Kingdom
$14.6M -$798K -14,780 -5%
MSL
213
Mackay Shields LLC
New York
$14.3M +$14.3M +265,274 New
XK
214
Xact Kapitalforvaltning
Sweden
$14.2M +$598K +11,088 +4%
GWM
215
Greenwich Wealth Management
Connecticut
$14.2M -$8.63K -160 -0.1%
AIM
216
Achmea Investment Management
Netherlands
$13.7M +$14.1K +261 +0.1%
NMIMC
217
Northwestern Mutual Investment Management Company
Wisconsin
$13.6M -$3.42M -63,296 -20%
MOACM
218
Mutual of America Capital Management
New York
$13.5M +$99.8K +1,850 +0.7%
LCM
219
LVM Capital Management
Michigan
$13.5M -$89K -1,650 -0.7%
CBOA
220
Commonwealth Bank of Australia
Australia
$13.5M -$2.26M -41,924 -14%
ZIG
221
Zurich Insurance Group
Switzerland
$13.4M +$1.93M +35,819 +17%
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
$13.4M -$1.42M -26,330 -10%
AIMCA
223
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.3M – – –
BIC
224
Beach Investment Counsel
Pennsylvania
$13.3M +$3.8M +70,430 +40%
PI
225
PineBridge Investments
New York
$13.2M -$3.79M -70,315 -22%
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