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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 %
HP
201
Hosking Partners
United Kingdom
$16.1M 345,741 -10,205 -3%
Marshall Wace
202
Marshall Wace
United Kingdom
$16M 342,657 +342,657 New
BCIM
203
British Columbia Investment Management
British Columbia, Canada
$15.9M 342,346 -112,314 -25%
CRC
204
Curi RMB Capital
Illinois
$15.8M 339,966 +7,161 +2%
PP
205
Paloma Partners
Connecticut
$15.7M 337,397 +226,048 +203%
BCM
206
Basswood Capital Management
New York
$15.5M 333,616 +333,616 New
CCMG
207
Clark Capital Management Group
Pennsylvania
$15.2M 326,572 +42,874 +15%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$15.1M 324,729 +1,712 +0.5%
Schroder Investment Management Group
209
Schroder Investment Management Group
United Kingdom
$14.8M 318,018 +101,076 +47%
LOAMS
210
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.7M 315,276 +110,000 +54%
Los Angeles Capital Management
211
Los Angeles Capital Management
California
$14M 299,853 -1,137 -0.4%
Macquarie Group
212
Macquarie Group
Australia
$13.9M 299,522 -50,200 -14%
SFM
213
Soros Fund Management
New York
$13.9M 297,955 -210,603 -41%
TPSF
214
Texas Permanent School Fund
Texas
$13.9M 297,681 -34,949 -11%
Rafferty Asset Management
215
Rafferty Asset Management
New York
$13.5M 289,951 -37,549 -11%
HW
216
Hancock Whitney
Mississippi
$13.2M 284,393 +8,807 +3%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$13.2M 283,359 -8,451 -3%
EB
218
Eastern Bank
Massachusetts
$13.1M 281,786 +1,026 +0.4%
AIA
219
Affinity Investment Advisors
California
$12.7M 272,418 +42,186 +18%
HCM
220
Highbridge Capital Management
New York
$12.7M 271,619 +110,943 +69%
Jane Street
221
Jane Street
New York
$12.6M 270,824 +95,357 +54%
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.5M 269,240 +192,100 +249%
NG
223
NatWest Group
United Kingdom
$12.4M 266,970 -3,404 -1%
GWM
224
Greenwich Wealth Management
Connecticut
$12.3M 263,046 +110 +0%
PMAM
225
Picton Mahoney Asset Management
Ontario, Canada
$12.1M 260,273 -112,889 -30%
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