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MS - MORGAN STANLEY

This page shows which of the focused investors we track hold MS and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2017 it was held by 6 managers with an aggregate reported value of $1.58B, which is 0.18% of the combined portfolio.

As of Q4 2017, 6 tracked institutional managers held MS (MORGAN STANLEY) with an aggregate reported value of $1.58B0.18% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2017
Ticker
MS

13F data is delayed and excludes shorts/non-13F assets.

Holders

1ValueAct Capital - ValueAct Capital9.53%Add +0.4%17,959,620$942.34M
2Richard Pzena - Pzena Investment Management2.24%Reduce -3.6%8,703,173$456.66M
3John Armitage - Egerton Capital1.52%Reduce -8.4%3,313,627$173.87M
4David Katz - Matrix Asset Advisors1.47%Reduce -3.4%176,217$9.25M
5First Pacific Advisors - First Pacific Advisors0.01%New21,700$1.14M
6Muhlenkamp - Muhlenkamp0.09%Reduce -10.8%5,805$305K
Loading holder history for MS