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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 137 closing their positions.

Holders
1,043
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.28%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
153
Increased
315
Reduced
415
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M

Top Buyers

1
VH
1
ValueAct Holdings
California
$1.04B
2
Franklin Resources
2
Franklin Resources
California
$301M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$255M
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$606M
5
Prudential Financial
5
Prudential Financial
New Jersey
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$313M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$960M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$16.3B
4
Deutsche Bank
4
Deutsche Bank
Germany
$143M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.75B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$16.3B 412,232,202 -7,135,730 -2%
State Street
2
State Street
Massachusetts
$5.18B 130,640,173 -1,403,997 -1%
BlackRock
3
BlackRock
New York
$4.16B 104,968,967 -3,663,322 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.79B 95,698,705 +1,046,731 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.98B 75,274,142 -1,340,724 -2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.75B 44,095,097 -5,855,546 -12%
VH
7
ValueAct Holdings
California
$1.04B 26,228,561 +5,418,091 +26%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$960M 24,202,184 -8,487,898 -26%
Invesco
9
Invesco
Georgia
$850M 21,437,225 -1,877,572 -8%
Norges Bank
10
Norges Bank
Norway
$676M 17,057,215 +2,200,907 +15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$672M 16,970,026 +956,583 +6%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$606M 15,273,704 +3,769,271 +33%
Northern Trust
13
Northern Trust
Illinois
$605M 15,267,378 +476,018 +3%
Ameriprise
14
Ameriprise
Minnesota
$557M 14,034,276 +2,168,494 +18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$498M 12,572,416 +1,070,385 +9%
Bank of America
16
Bank of America
North Carolina
$470M 11,845,261 -2,604,490 -18%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$467M 11,786,637 +154,165 +1%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$406M 10,249,757 -979,376 -9%
Pzena Investment Management
19
Pzena Investment Management
New York
$367M 9,262,583 +1,163,498 +14%
Goldman Sachs
20
Goldman Sachs
New York
$336M 8,472,102 -1,045,441 -11%
WT
21
Wellcome Trust
United Kingdom
$335M 8,450,000 – –
Citadel Advisors
22
Citadel Advisors
Florida
$313M 7,888,006 -11,859,179 -60%
Franklin Resources
23
Franklin Resources
California
$301M 7,585,029 +5,229,628 +222%
Man Group
24
Man Group
United Kingdom
$284M 7,152,571 +1,019,965 +17%
LSV Asset Management
25
LSV Asset Management
Illinois
$258M 6,510,978 -42,275 -0.6%
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