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Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.11%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
4
BlackRock
New York
$7.51B
5
Primecap Management
5
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$131M
2
VH
2
ValueAct Holdings
California
$568M
3
Invesco
3
Invesco
Georgia
$1.02B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
5
Easterly Investment Partners
Massachusetts
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$15.7M 229,348 +24,397 +12%
CGH
277
Crossmark Global Holdings
Texas
$15.6M 227,788 -16,782 -7%
AL
278
AJO LP
Pennsylvania
$15.4M 225,153 -444,227 -66%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$15.3M 223,238 +143,989 +182%
TG
280
TCW Group
California
$15.1M 220,744 +201,142 +1,026%
Caisse de Depot et Placement du Quebec (CDPQ)
281
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.9M 217,458 +43,989 +25%
ZCM
282
Ziegler Capital Management
Illinois
$14.9M 216,885 -2,385 -1%
MOACM
283
Mutual of America Capital Management
New York
$14.7M 214,016 +23,063 +12%
JPMIA
284
J.P. Marvel Investment Advisors
Massachusetts
$14.4M 210,767 +8,680 +4%
MAA
285
Matrix Asset Advisors
New York
$14.4M 210,254 -4,379 -2%
GC
286
Guggenheim Capital
Illinois
$14.4M 210,164 +23,326 +12%
BIM
287
Bridgecreek Investment Management
Oklahoma
$14.3M 208,505 +5,050 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
288
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.1M 206,100 +206,100 New
Los Angeles Capital Management
289
Los Angeles Capital Management
California
$14.1M 205,899 +9,813 +5%
Lazard Asset Management
290
Lazard Asset Management
New York
$13.9M 202,162 +156,308 +341%
AAF
291
Andra AP-fonden
Sweden
$13.7M 200,311 +94,411 +89%
BPM
292
Bronson Point Management
Connecticut
$13.7M 200,000 +200,000 New
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$13.6M 198,990 +17,921 +10%
MSA
294
Mason Street Advisors
Wisconsin
$13.5M 197,164 +28,855 +17%
GJCM
295
Grand Jean Capital Management
California
$13.3M 194,318 +174,758 +893%
DA
296
DSC Advisors
Illinois
$13.2M 192,473 +59 +0%
LCM
297
LVM Capital Management
Michigan
$13.1M 191,158 +2,637 +1%
NWM
298
Nicola Wealth Management
British Columbia, Canada
$13.1M 191,000 +191,000 New
BOTW
299
Bank of the West
California
$12.8M 186,549 +5,828 +3%
MNBTD
300
Moody National Bank Trust Division
Texas
$12.8M 186,065 +1,000 +0.5%
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