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Morgan Stanley
MS

Overview Fund Activity

1,505 hedge funds and large institutions have $124B invested in Morgan Stanley in 2021 Q1 according to their latest regulatory filings, with 236 funds opening new positions, 631 increasing their positions, 461 reducing their positions, and 82 closing their positions.

Holders
1,505
Holders Change
+146
Holders Change %
+10.74%
% of All Funds
26.5%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.25%
New
236
Increased
631
Reduced
461
Closed
82
Calls
$1.83B
Puts
$2.84B
Net Calls
-$1B
Net Calls Change
-$326M

Top Buyers

1
State Street
1
State Street
Massachusetts
$10.3B
2
BlackRock
2
BlackRock
New York
$9.27B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.04B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.47B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.4B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
VH
2
ValueAct Holdings
California
$0
3
GA
3
Greenhaven Associates
New York
$442M
4
Franklin Resources
4
Franklin Resources
California
$451M
5
Invesco
5
Invesco
Georgia
$954M
Name Market Value Shares Shares
Change 		Shares
Change %
BPB
226
Badgley, Phelps & Bell
Washington
$26.4M 340,569 +1,026 +0.3%
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$26.4M 340,554 +9,613 +3%
SSA
228
Schonfeld Strategic Advisors
New York
$26.3M 339,004 +279,661 +471%
BCM
229
Bridgeway Capital Management
Texas
$26.2M 337,235 -26,400 -7%
Bessemer Group
230
Bessemer Group
New Jersey
$26.2M 336,937 -117,699 -26%
WBC
231
Westpac Banking Corp
Australia
$26.1M 336,609 -283,755 -46%
MAM
232
Mark Asset Management
New York
$25.6M 329,348 +22,701 +7%
Axa
233
Axa
France
$25.5M 328,598 +42,447 +15%
BSA
234
Braun Stacey Associates
New York
$25M 321,496 +7,410 +2%
KeyBank National Association
235
KeyBank National Association
Ohio
$24.5M 315,168 -4,360 -1%
EIP
236
Easterly Investment Partners
Massachusetts
$24.3M 313,398 -129,405 -29%
ProShare Advisors
237
ProShare Advisors
Maryland
$24.3M 312,362 +44,720 +17%
CRC
238
Curi RMB Capital
Illinois
$24.2M 311,443 -20,250 -6%
PMAM
239
Picton Mahoney Asset Management
Ontario, Canada
$23.8M 305,847 -56,272 -16%
O
240
Ossiam
France
$23M 295,680 -18,271 -6%
MLL
241
Moody Lynn & Lieberson
Massachusetts
$22.8M 294,059 +30,852 +12%
VRS
242
Virginia Retirement Systems
Virginia
$22.5M 289,600 – –
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$22.1M 285,080 +25,922 +10%
HP
244
Hosking Partners
United Kingdom
$22M 283,528 -11,053 -4%
FRAF
245
Första AP-fonden
Sweden
$21.9M 282,363 +16,700 +6%
NA
246
NewEdge Advisors
Louisiana
$21.9M 282,289 +259,679 +1,149%
PA
247
Pinnacle Associates
New York
$21.9M 281,934 +44,207 +19%
NIG
248
NFJ Investment Group
Texas
$21.9M 281,654 +281,654 New
CCM
249
Chilton Capital Management
Texas
$21.7M 279,641 -1,877 -0.7%
ACM
250
Argent Capital Management
Missouri
$21.5M 276,316 +241 +0.1%
8 9
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