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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 Q1 2018 it was held by 5 managers with an aggregate reported value of $1.59B, which is 0.18% of the combined portfolio.

As of Q1 2018, 5 tracked institutional managers held MS (MORGAN STANLEY) with an aggregate reported value of $1.59B0.18% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2018
Ticker
MS

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

Holders

1ValueAct Capital - ValueAct Capital9.72%-17,959,620$969.1M
2Richard Pzena - Pzena Investment Management2.25%Reduce -5.8%8,200,006$442.47M
3John Armitage - Egerton Capital1.38%Reduce -5.3%3,136,354$169.24M
4David Katz - Matrix Asset Advisors1.52%Reduce -3.0%170,868$9.22M
5First Pacific Advisors - First Pacific Advisors0.01%-21,700$1.17M
Loading holder history for MS