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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 %
VWM
251
Valley Wealth Managers
New Jersey
$20.9M 268,473 -13,916 -5%
URS
252
Utah Retirement Systems
Utah
$20.9M 268,469 +1,072 +0.4%
GIBU
253
Gulf International Bank (UK)
United Kingdom
$20.8M 268,015 -27,186 -9%
SOADOR
254
State of Alaska Department of Revenue
Alaska
$20.4M 262,359 +452 +0.2%
Man Group
255
Man Group
United Kingdom
$20.3M 260,752 -58,051 -18%
APG Asset Management
256
APG Asset Management
Netherlands
$20.2M 306,276 -485,488 -61%
EARNEST Partners
257
EARNEST Partners
Georgia
$20.2M 260,445 +5,582 +2%
HIMC
258
Heritage Investors Management Corp
Maryland
$20.2M 259,905 -8,868 -3%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$20.1M 259,408 +99,883 +63%
AIM
260
Achmea Investment Management
Netherlands
$19.9M 256,869 -52,457 -17%
GC
261
Guggenheim Capital
Illinois
$19.9M 256,612 +46,448 +22%
MSL
262
Mackay Shields LLC
New York
$19.8M 255,435 -6,758 -3%
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$19.7M 253,650 +11,761 +5%
Osaic Holdings
264
Osaic Holdings
Arizona
$19.7M 253,535 +89,410 +54%
TPSF
265
Texas Permanent School Fund
Texas
$19.5M 250,587 -1,419 -0.6%
WB
266
WesBanco Bank
West Virginia
$19.4M 250,429 +250,429 New
BAMF
267
BI Asset Management Fondsmaeglerselskab
Denmark
$19.4M 250,016 +16,679 +7%
Commonwealth Equity Services
268
Commonwealth Equity Services
Massachusetts
$19.4M 249,223 +50,233 +25%
PI
269
PFS Investments
Georgia
$19.4M 249,187 -13,473 -5%
BG
270
Bollard Group
Massachusetts
$19.3M 248,216 +819 +0.3%
Vontobel Holding
271
Vontobel Holding
Switzerland
$19.1M 246,163 -102,259 -29%
B
272
BP
United Kingdom
$18.8M 242,445 -82,266 -25%
DILIC
273
Dai-ichi Life Insurance Company
Japan
$18.5M 238,762 -9,645 -4%
ACM
274
AlphaCrest Capital Management
New York
$18.5M 238,134 +238,134 New
BCP
275
Blue Chip Partners
Michigan
$18.4M 236,760 +2,891 +1%
9 10
11
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