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Morgan Stanley
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Overview Fund Activity

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$726M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$224M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$1.03B
4
SSM
4
Sound Shore Management
Connecticut
$155M
5
EC
5
Eminence Capital
New York
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$794M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$17.4B
4
Citadel Advisors
4
Citadel Advisors
Florida
$69M
5
State Street
5
State Street
Massachusetts
$5.32B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$17.4B 397,815,486 -7,013,739 -2%
State Street
2
State Street
Massachusetts
$5.32B 121,346,201 -4,038,191 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.41B 100,565,425 -821,560 -0.8%
BlackRock
4
BlackRock
New York
$4.29B 98,005,482 -997,210 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.61B 59,486,001 -1,537,284 -3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.83B 41,967,104 -2,169,356 -5%
VH
7
ValueAct Holdings
California
$1.15B 26,228,561 – –
AAMU
8
Amundi Asset Management US
Massachusetts
$1.03B 7,278,764 +1,134,651 +18%
Invesco
9
Invesco
Georgia
$949M 21,671,991 +714,456 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$794M 18,113,336 -7,776,667 -30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$786M 17,964,251 +392,296 +2%
Norges Bank
12
Norges Bank
Norway
$769M 17,556,193 -481,994 -3%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$726M 16,566,955 +15,750,661 +1,930%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$675M 15,412,374 +50,536 +0.3%
Northern Trust
15
Northern Trust
Illinois
$671M 15,307,705 -11,345 -0.1%
Bank of America
16
Bank of America
North Carolina
$595M 13,570,949 -449,555 -3%
Ameriprise
17
Ameriprise
Minnesota
$570M 13,014,548 +409,482 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$552M 12,605,529 -816,629 -6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$484M 11,048,723 -710,190 -6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$456M 10,405,039 +1,167,595 +13%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$438M 9,989,787 -437,695 -4%
Pzena Investment Management
22
Pzena Investment Management
New York
$390M 8,895,359 -90,725 -1%
WT
23
Wellcome Trust
United Kingdom
$380M 8,670,000 – –
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$365M 8,323,739 +944,786 +13%
Franklin Resources
25
Franklin Resources
California
$353M 8,049,338 +4,800 +0.1%
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