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Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$969M
5
Barclays
5
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
4
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
5
Ameriprise
Minnesota
$570M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$19.5B 419,367,932 -6,338,816 -1%
State Street
2
State Street
Massachusetts
$6.15B 132,044,170 -342,364 -0.3%
BlackRock
3
BlackRock
New York
$5.06B 108,632,289 -478,469 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.41B 94,651,974 -564,554 -0.6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.57B 76,614,866 -10,784,784 -12%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.33B 49,950,643 +2,692,896 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.52B 32,690,082 -13,126,956 -29%
Invesco
8
Invesco
Georgia
$1.09B 23,314,797 +101,198 +0.4%
VH
9
ValueAct Holdings
California
$969M 20,810,470 +2,100,850 +11%
Citadel Advisors
10
Citadel Advisors
Florida
$920M 19,747,185 +16,349,897 +481%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$744M 16,013,443 -154,303 -1%
Norges Bank
12
Norges Bank
Norway
$692M 14,856,308 +442,094 +3%
Northern Trust
13
Northern Trust
Illinois
$689M 14,791,360 -390,457 -3%
Bank of America
14
Bank of America
North Carolina
$673M 14,449,751 -985,567 -6%
Ameriprise
15
Ameriprise
Minnesota
$570M 11,865,782 -2,660,979 -18%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$542M 11,632,472 -121,781 -1%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$536M 11,504,433 +5,664,430 +97%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$536M 11,502,031 -223,254 -2%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$523M 11,229,133 -255,006 -2%
Deutsche Bank
20
Deutsche Bank
Germany
$499M 10,715,680 +865,062 +9%
Goldman Sachs
21
Goldman Sachs
New York
$443M 9,517,543 -1,401,523 -13%
WT
22
Wellcome Trust
United Kingdom
$394M 8,450,000 – –
Pzena Investment Management
23
Pzena Investment Management
New York
$377M 8,099,085 -148,181 -2%
EIP
24
Epoch Investment Partners
New York
$338M 7,252,003 -424,629 -6%
LSV Asset Management
25
LSV Asset Management
Illinois
$305M 6,553,253 +164,416 +3%
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