MS icon

Morgan Stanley
MS

Overview Fund Activity

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$172M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Millennium Management
3
Millennium Management
New York
$160M
4
Deutsche Bank
4
Deutsche Bank
Germany
$467M
5
AL
5
AJO LP
Pennsylvania
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$20.2B
3
State Street
3
State Street
Massachusetts
$6.28B
4
Ameriprise
4
Ameriprise
Minnesota
$689M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$20.2B 425,706,748 -6,310,404 -1%
State Street
2
State Street
Massachusetts
$6.28B 132,386,534 -4,886,609 -4%
BlackRock
3
BlackRock
New York
$5.17B 109,110,758 +3,264,493 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.51B 95,216,528 +292,986 +0.3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.14B 87,399,650 -21,024,685 -19%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.24B 47,257,747 -317,359 -0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.17B 45,817,038 +1,936,093 +4%
Invesco
8
Invesco
Georgia
$1.1B 23,213,599 -260,085 -1%
VH
9
ValueAct Holdings
California
$887M 18,709,620 +750,000 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$765M 16,167,746 +473,324 +3%
Bank of America
11
Bank of America
North Carolina
$732M 15,435,318 +2,554,591 +20%
Northern Trust
12
Northern Trust
Illinois
$720M 15,181,817 -361,568 -2%
Ameriprise
13
Ameriprise
Minnesota
$689M 14,526,761 -3,587,892 -20%
Norges Bank
14
Norges Bank
Norway
$683M 14,414,214 -294,301 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$557M 11,754,253 +213,537 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$556M 11,725,285 -2,867,970 -20%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$544M 11,484,139 -560,006 -5%
Goldman Sachs
18
Goldman Sachs
New York
$518M 10,919,066 +1,668,284 +18%
Deutsche Bank
19
Deutsche Bank
Germany
$467M 9,850,618 +3,126,636 +46%
WT
20
Wellcome Trust
United Kingdom
$401M 8,450,000 – –
Pzena Investment Management
21
Pzena Investment Management
New York
$391M 8,247,266 +47,260 +0.6%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$363M 7,652,929 -2,103,812 -22%
LSV Asset Management
23
LSV Asset Management
Illinois
$303M 6,388,837 +143,698 +2%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$299M 6,303,335 +515,290 +9%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$290M 6,122,008 +200,497 +3%
1
2 3 4 5