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Morgan Stanley
MS

Overview Fund Activity

917 hedge funds and large institutions have $70.2B invested in Morgan Stanley in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 336 increasing their positions, 344 reducing their positions, and 73 closing their positions.

Holders
917
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
22.9%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.67%
New
75
Increased
336
Reduced
344
Closed
73
Calls
$1.01B
Puts
$2.24B
Net Calls
-$1.23B
Net Calls Change
-$369M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.65B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$427M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$237M
4
EIP
4
Epoch Investment Partners
New York
$430M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$316M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$275M
2
State Street
2
State Street
Massachusetts
$6.84B
3
PI
3
Putnam Investments
Massachusetts
$42.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$15.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$19.3B 432,017,152 – –
State Street
2
State Street
Massachusetts
$6.84B 153,566,653 -5,544,710 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.65B 126,884,431 +10,210,279 +9%
BlackRock
4
BlackRock
New York
$4.55B 102,137,658 +969,461 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.17B 93,483,287 +1,256,318 +1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.21B 49,569,308 +1,058,101 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.93B 43,291,746 -2,930,240 -6%
Invesco
8
Invesco
Georgia
$1.18B 26,445,656 -659,279 -2%
Ameriprise
9
Ameriprise
Minnesota
$935M 20,973,434 +654,034 +3%
VH
10
ValueAct Holdings
California
$797M 17,884,620 – –
Northern Trust
11
Northern Trust
Illinois
$682M 15,302,878 -616,520 -4%
Bank of America
12
Bank of America
North Carolina
$652M 14,626,551 -765,939 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$649M 14,583,702 +127,395 +0.9%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$549M 12,326,657 +2,427,130 +25%
Norges Bank
15
Norges Bank
Norway
$543M 12,192,376 +1,835,516 +18%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$495M 11,106,332 -1,035,513 -9%
TCIM
17
TIAA CREF Investment Management
New York
$471M 10,578,335 +251,750 +2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$445M 9,988,071 +310,430 +3%
EIP
19
Epoch Investment Partners
New York
$430M 9,653,836 +4,625,783 +92%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$427M 9,590,843 +9,412,177 +5,268%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$409M 9,174,845 -1,987,338 -18%
Pzena Investment Management
22
Pzena Investment Management
New York
$406M 9,104,754 -112,061 -1%
Goldman Sachs
23
Goldman Sachs
New York
$401M 8,991,798 -1,183,707 -12%
WT
24
Wellcome Trust
United Kingdom
$377M 8,450,000 – –
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$364M 8,161,624 +39,772 +0.5%
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