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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 %
MLICM
301
Metropolitan Life Insurance Company (MetLife)
New York
$12.6M 183,407 +21,719 +13%
MI
302
Markston International
New York
$12.5M 182,707 -9,026 -5%
AHB
303
Abner Herrman & Brock
New Jersey
$12.4M 181,209 +16,703 +10%
ANI
304
American National Insurance
Texas
$12.4M 180,900 – –
RC
305
RegentAtlantic Capital
New Jersey
$12.4M 180,880 +2,264 +1%
MPA
306
Marvin & Palmer Associates
Delaware
$12.3M 183,647 +27,563 +18%
Loomis, Sayles & Company
307
Loomis, Sayles & Company
Massachusetts
$12.3M 179,627 +174,784 +3,609%
COPPSERS
308
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.2M 178,589 +59,364 +50%
SIA
309
Sit Investment Associates
Minnesota
$12.1M 175,975 -53,050 -23%
RJFSA
310
Raymond James Financial Services Advisors
Florida
$12M 174,639 +7,032 +4%
SAM
311
Soviero Asset Management
New York
$11.7M 170,000 +170,000 New
PI
312
PGGM Investments
Netherlands
$11.6M 169,882 -986,166 -85%
ECG
313
Edge Capital Group
Georgia
$11.5M 167,250 -220 -0.1%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$11.5M 167,083 +41,943 +34%
Hudson Bay Capital Management
315
Hudson Bay Capital Management
Connecticut
$11.3M 165,001 +15,000 +10%
Osaic Holdings
316
Osaic Holdings
Arizona
$11.2M 164,125 -37,032 -18%
HC
317
Hourglass Capital
Texas
$11.2M 163,179 -11,439 -7%
PI
318
PineBridge Investments
New York
$11M 160,163 -290,079 -64%
Point72 Asset Management
319
Point72 Asset Management
Connecticut
$11M 160,000 -190,744 -54%
PHAM
320
Pacific Heights Asset Management
California
$11M 160,000 +25,000 +19%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$10.9M 159,525 +70,186 +79%
MCM
322
Maple Capital Management
Vermont
$10.8M 158,248 +954 +0.6%
B
323
Bailard
California
$10.7M 156,411 +139,241 +811%
GIA
324
Granite Investment Advisors
New Hampshire
$10.6M 154,355 +1,598 +1%
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$10.3M 150,175 +10,514 +8%
11 12
13
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