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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 %
AIM
276
Aigen Investment Management
New York
$18.4M 236,551 +210,765 +817%
US Bancorp
277
US Bancorp
Minnesota
$18.2M 233,735 -5,740 -2%
BCIM
278
British Columbia Investment Management
British Columbia, Canada
$17.9M 230,872 +1,524 +0.7%
PP
279
Paloma Partners
Connecticut
$17.8M 229,776 +200,333 +680%
TF
280
TIAA FSB
Florida
$17.7M 227,274 -57,980 -20%
MOACM
281
Mutual of America Capital Management
New York
$17.6M 226,907 +12,891 +6%
Macquarie Group
282
Macquarie Group
Australia
$16.6M 214,090 +79,569 +59%
DCM
283
Dupont Capital Management
Delaware
$16.5M 212,946 -60,996 -22%
H
284
Hexavest
Quebec, Canada
$16.5M 211,855 -145,295 -41%
ZCM
285
Ziegler Capital Management
Illinois
$16.4M 211,297 -5,588 -3%
JPMIA
286
J.P. Marvel Investment Advisors
Massachusetts
$16.4M 211,216 +449 +0.2%
Los Angeles Capital Management
287
Los Angeles Capital Management
California
$16.1M 206,875 +976 +0.5%
AHB
288
Abner Herrman & Brock
New Jersey
$16M 205,894 +24,685 +14%
BIM
289
Bridgecreek Investment Management
Oklahoma
$15.9M 204,960 -3,545 -2%
TRCT
290
Tower Research Capital (TRC)
New York
$15.9M 204,326 +122,665 +150%
CGH
291
Crossmark Global Holdings
Texas
$15.7M 201,948 -25,840 -11%
ACM
292
Atika Capital Management
New York
$15.5M 200,000 -44,000 -18%
GL
293
Gemsstock Ltd
United Kingdom
$15.4M 197,800 +48,600 +33%
Caisse de Depot et Placement du Quebec (CDPQ)
294
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.3M 196,852 -20,606 -9%
AIMCA
295
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.2M 195,400 -34,800 -15%
GJCM
296
Grand Jean Capital Management
California
$15.2M 195,263 +945 +0.5%
AAF
297
Andra AP-fonden
Sweden
$15.1M 194,811 -5,500 -3%
SCM
298
Shelton Capital Management
Colorado
$15.1M 194,756 +99,850 +105%
DA
299
DSC Advisors
Illinois
$15M 193,562 +1,089 +0.6%
GC
300
Gillson Capital
Illinois
$14.9M 191,746 +191,746 New
10 11
12
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