MS icon

Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$22.7B 432,017,152 – –
State Street
2
State Street
Massachusetts
$7.95B 151,505,555 +553,316 +0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.85B 111,460,452 -11,501,092 -9%
BlackRock
4
BlackRock
New York
$5.54B 105,511,278 -526,731 -0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.92B 93,714,880 -285,292 -0.3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.57B 49,050,956 +40,774 +0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.15B 40,988,618 +3,683,659 +10%
Invesco
8
Invesco
Georgia
$1.22B 23,340,908 -1,506,919 -6%
Ameriprise
9
Ameriprise
Minnesota
$958M 18,255,143 -1,136,788 -6%
VH
10
ValueAct Holdings
California
$942M 17,959,620 +75,000 +0.4%
Northern Trust
11
Northern Trust
Illinois
$828M 15,789,430 -472,909 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$783M 14,948,683 +206,318 +1%
Bank of America
13
Bank of America
North Carolina
$714M 13,607,562 -2,905,156 -18%
Norges Bank
14
Norges Bank
Norway
$698M 13,300,125 +322,140 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$663M 12,643,249 +1,569,202 +14%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$644M 12,276,170 +299,060 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$600M 11,430,114 -386,654 -3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$514M 9,797,980 +271,669 +3%
EIP
19
Epoch Investment Partners
New York
$490M 9,335,026 -508,763 -5%
Pzena Investment Management
20
Pzena Investment Management
New York
$457M 8,703,173 -324,847 -4%
WT
21
Wellcome Trust
United Kingdom
$443M 8,450,000 – –
TCIM
22
TIAA CREF Investment Management
New York
$437M 8,337,553 -1,282,255 -13%
Goldman Sachs
23
Goldman Sachs
New York
$393M 7,492,959 -1,003,782 -12%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$384M 7,319,050 -457,628 -6%
Legal & General Group
25
Legal & General Group
United Kingdom
$338M 6,440,321 -360,395 -5%
1
2 3 4 5