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Morgan Stanley
MS

Overview Fund Activity

921 hedge funds and large institutions have $75.1B invested in Morgan Stanley in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 328 increasing their positions, 345 reducing their positions, and 66 closing their positions.

Holders
921
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
23%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.82%
New
79
Increased
328
Reduced
345
Closed
66
Calls
$900M
Puts
$2.28B
Net Calls
-$1.38B
Net Calls Change
-$157M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$190M
2
BlackRock
2
BlackRock
New York
$5.11B
3
MCM
3
Moore Capital Management
New York
$104M
4
NI
4
Numeric Investors
Massachusetts
$262M
5
Bank of America
5
Bank of America
North Carolina
$795M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.92B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$172M
4
State Street
4
State Street
Massachusetts
$7.27B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$20.8B 432,017,152 – –
State Street
2
State Street
Massachusetts
$7.27B 150,952,239 -2,614,414 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.92B 122,961,544 -3,922,887 -3%
BlackRock
4
BlackRock
New York
$5.11B 106,038,009 +3,900,351 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.53B 94,000,172 +516,885 +0.6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.36B 49,010,182 -559,126 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.8B 37,304,959 -5,986,787 -14%
Invesco
8
Invesco
Georgia
$1.2B 24,847,827 -1,597,829 -6%
Ameriprise
9
Ameriprise
Minnesota
$934M 19,391,931 -1,581,503 -8%
VH
10
ValueAct Holdings
California
$862M 17,884,620 – –
Bank of America
11
Bank of America
North Carolina
$795M 16,512,718 +1,886,167 +13%
Northern Trust
12
Northern Trust
Illinois
$783M 16,262,339 +959,461 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$709M 14,742,365 +158,663 +1%
Norges Bank
14
Norges Bank
Norway
$625M 12,977,985 +785,609 +6%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$577M 11,977,110 -349,547 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$569M 11,816,768 +1,828,697 +18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$533M 11,074,047 -32,285 -0.3%
EIP
18
Epoch Investment Partners
New York
$474M 9,843,789 +189,953 +2%
TCIM
19
TIAA CREF Investment Management
New York
$463M 9,619,808 -958,527 -9%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$461M 9,573,489 -17,354 -0.2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$459M 9,526,311 +351,466 +4%
Pzena Investment Management
22
Pzena Investment Management
New York
$435M 9,028,020 -76,734 -0.8%
Goldman Sachs
23
Goldman Sachs
New York
$409M 8,496,741 -495,057 -6%
WT
24
Wellcome Trust
United Kingdom
$407M 8,450,000 – –
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$375M 7,776,678 -384,946 -5%
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