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Morgan Stanley
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Overview Fund Activity

1,038 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 361 increasing their positions, 410 reducing their positions, and 98 closing their positions.

Holders
1,038
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
22.5%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
103
Increased
361
Reduced
410
Closed
98
Calls
$995M
Puts
$1.89B
Net Calls
-$893M
Net Calls Change
-$25.2M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$522M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.28B
3
TCIM
3
TIAA CREF Investment Management
New York
$461M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$390M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$95.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.58B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$17.1B
3
BlackRock
3
BlackRock
New York
$4.18B
4
State Street
4
State Street
Massachusetts
$5.29B
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$47.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$17.1B 404,829,225 -7,402,977 -2%
State Street
2
State Street
Massachusetts
$5.29B 125,384,392 -5,255,781 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.28B 101,386,985 +5,688,280 +6%
BlackRock
4
BlackRock
New York
$4.18B 99,002,692 -5,966,275 -6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.58B 61,023,285 -14,250,857 -19%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.86B 44,136,460 +41,363 +0.1%
VH
7
ValueAct Holdings
California
$1.11B 26,228,561 – –
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.09B 25,890,003 +1,687,819 +7%
Invesco
9
Invesco
Georgia
$884M 20,957,535 -479,690 -2%
Norges Bank
10
Norges Bank
Norway
$761M 18,038,187 +980,972 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$740M 17,571,955 +601,929 +4%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$648M 15,361,838 +88,134 +0.6%
Northern Trust
13
Northern Trust
Illinois
$646M 15,319,050 +51,672 +0.3%
Bank of America
14
Bank of America
North Carolina
$592M 14,020,504 +2,175,243 +18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$566M 13,422,158 +849,742 +7%
Ameriprise
16
Ameriprise
Minnesota
$532M 12,605,066 -1,429,210 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$522M 12,358,644 +9,501,673 +333%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$496M 11,758,913 -27,724 -0.2%
TCIM
19
TIAA CREF Investment Management
New York
$461M 10,912,553 +5,143,737 +89%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$440M 10,427,482 +177,725 +2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$390M 9,237,444 +3,297,017 +56%
Pzena Investment Management
22
Pzena Investment Management
New York
$379M 8,986,084 -276,499 -3%
WT
23
Wellcome Trust
United Kingdom
$366M 8,670,000 +220,000 +3%
Franklin Resources
24
Franklin Resources
California
$339M 8,044,538 +459,509 +6%
Legal & General Group
25
Legal & General Group
United Kingdom
$326M 7,735,993 +1,505,575 +24%
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