Skip to main content

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 2019 it was held by 6 managers with an aggregate reported value of $1.51B, which is 0.18% of the combined portfolio.

As of Q1 2019, 6 tracked institutional managers held MS (MORGAN STANLEY) with an aggregate reported value of $1.51B0.18% of the combined AlphaBaseline portfolio.

Get email alerts when a tracked manager trades MS sign in or create a free account.

Source
Curated SEC 13F filings
Period
Q1 2019
Ticker
MS

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

Holders

1ValueAct Capital - ValueAct Capital12.17%-26,228,561$1.11B
2Richard Pzena - Pzena Investment Management2.06%Reduce -3.0%8,986,084$379.21M
3David Katz - Matrix Asset Advisors2.05%Add +9.0%284,693$12.01M
4Lee Ainslie - Maverick Capital0.09%Add +2.9%160,320$6.77M
5First Pacific Advisors - First Pacific Advisors0.00%Reduce -24.2%12,550$530K
6Muhlenkamp - Muhlenkamp0.22%New10,805$456K
Loading holder history for MS