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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$246M
2
UBS AM
2
UBS AM
Illinois
$387M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.37B
4
EVM
4
Eaton Vance Management
Massachusetts
$281M
5
Deutsche Bank
5
Deutsche Bank
Germany
$363M

Top Sellers

1
State Street
1
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.57B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$23.3B 432,017,152 – –
State Street
2
State Street
Massachusetts
$7.41B 137,273,143 -14,232,412 -9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.85B 108,424,335 -3,036,117 -3%
BlackRock
4
BlackRock
New York
$5.71B 105,846,265 +334,987 +0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.12B 94,923,542 +1,208,662 +1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.57B 47,575,106 -1,475,850 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.37B 43,880,945 +2,892,327 +7%
Invesco
8
Invesco
Georgia
$1.27B 23,473,684 +132,776 +0.6%
Ameriprise
9
Ameriprise
Minnesota
$977M 18,114,653 -140,490 -0.8%
VH
10
ValueAct Holdings
California
$969M 17,959,620 – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$845M 15,694,422 +745,739 +5%
Northern Trust
12
Northern Trust
Illinois
$839M 15,543,385 -246,045 -2%
Norges Bank
13
Norges Bank
Norway
$794M 14,708,515 +1,408,390 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$787M 14,593,255 +1,950,006 +15%
Bank of America
15
Bank of America
North Carolina
$695M 12,880,727 -726,835 -5%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$650M 12,044,145 -232,025 -2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$623M 11,540,716 +110,602 +1%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$526M 9,756,741 -41,239 -0.4%
Goldman Sachs
19
Goldman Sachs
New York
$499M 9,250,782 +1,757,823 +23%
EIP
20
Epoch Investment Partners
New York
$494M 9,147,615 -187,411 -2%
WT
21
Wellcome Trust
United Kingdom
$456M 8,450,000 – –
Pzena Investment Management
22
Pzena Investment Management
New York
$442M 8,200,006 -503,167 -6%
UBS AM
23
UBS AM
Illinois
$387M 7,162,799 +3,174,397 +80%
TCIM
24
TIAA CREF Investment Management
New York
$384M 7,112,896 -1,224,657 -15%
Deutsche Bank
25
Deutsche Bank
Germany
$363M 6,723,982 +2,597,579 +63%
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