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Morgan Stanley
MS

Overview Fund Activity

919 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 318 increasing their positions, 335 reducing their positions, and 78 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
22.91%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
120
Increased
318
Reduced
335
Closed
78
Calls
$1.05B
Puts
$1.91B
Net Calls
-$859M
Net Calls Change
+$218M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.98B
3
EIP
3
Epoch Investment Partners
New York
$215M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$478M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5B
2
VH
2
ValueAct Holdings
California
$766M
3
State Street
3
State Street
Massachusetts
$6.82B
4
Ameriprise
4
Ameriprise
Minnesota
$871M
5
Millennium Management
5
Millennium Management
New York
$56.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$18.5B 432,017,152 – –
State Street
2
State Street
Massachusetts
$6.82B 159,111,363 -3,640,664 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5B 116,674,152 -14,824,752 -11%
BlackRock
4
BlackRock
New York
$4.33B 101,168,197 +97,678,337 +2,799%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95B 92,226,969 +4,331,723 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.08B 48,511,207 +1,101,417 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.98B 46,221,986 +6,692,676 +17%
Invesco
8
Invesco
Georgia
$1.16B 27,104,935 -554,078 -2%
Ameriprise
9
Ameriprise
Minnesota
$871M 20,319,400 -3,460,007 -15%
VH
10
ValueAct Holdings
California
$766M 17,884,620 -9,016,380 -34%
Northern Trust
11
Northern Trust
Illinois
$682M 15,919,398 +176,423 +1%
Bank of America
12
Bank of America
North Carolina
$659M 15,392,490 +873,126 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$618M 14,456,307 +970,041 +7%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$560M 13,072,796 -770,470 -6%
JHIU
15
Janus Henderson Investors US
Colorado
$521M 12,159,681 +2,962,234 +32%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$520M 12,141,845 -1,864,613 -13%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$478M 11,162,183 +4,380,706 +65%
Norges Bank
18
Norges Bank
Norway
$444M 10,356,860 +2,146,417 +26%
TCIM
19
TIAA CREF Investment Management
New York
$442M 10,326,585 +1,329,449 +15%
Goldman Sachs
20
Goldman Sachs
New York
$436M 10,175,505 -1,952,731 -16%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$424M 9,899,527 +151,342 +2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$415M 9,677,641 +395,010 +4%
Pzena Investment Management
23
Pzena Investment Management
New York
$395M 9,216,815 -755,947 -8%
WT
24
Wellcome Trust
United Kingdom
$362M 8,450,000 – –
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$348M 8,121,852 -149,986 -2%
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