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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 %
GL
326
Gemsstock Ltd
United Kingdom
$10.2M 149,200 +149,200 New
BCM
327
BTC Capital Management
Iowa
$10.2M 148,054 -4,138 -3%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$10.1M 147,590 +23,069 +19%
TU
329
TDAM USA
Ontario, Canada
$10.1M 146,677 -20,834 -12%
PPCM
330
Pillar Pacific Capital Management
California
$9.68M 141,232 -1,118 -0.8%
LG
331
Leuthold Group
Minnesota
$9.63M 140,532 +35,751 +34%
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$9.6M 140,024 -743 -0.5%
NONA
333
Ninety One North America
New York
$9.59M 139,932 – –
EAM
334
Erste Asset Management
Austria
$9.34M 137,878 +88,058 +177%
M
335
MOTCO
Texas
$9.33M 136,198 -2,859 -2%
HR
336
Howe & Rusling
New York
$9.33M 136,151 -4,815 -3%
GC
337
Gratus Capital
Georgia
$9.31M 135,791 +9,050 +7%
NAM
338
Nissay Asset Management
Japan
$9.27M 135,255 +13,343 +11%
Macquarie Group
339
Macquarie Group
Australia
$9.22M 134,521 +48,219 +56%
LBC
340
Lowe Brockenbrough & Co
Virginia
$9.17M 133,827 +2,651 +2%
II
341
IFM Investors
Australia
$9.09M 132,628 +34,145 +35%
BC
342
Burney Company
Virginia
$9.03M 131,754 +114,802 +677%
Credit Agricole
343
Credit Agricole
France
$9.02M 131,557 +116,457 +771%
CCT
344
Chemung Canal Trust
New York
$8.91M 130,073 +9,759 +8%
WSTAM
345
Wilbanks Smith & Thomas Asset Management
Virginia
$8.63M 125,922 +7,663 +6%
SAM
346
Securian Asset Management
Minnesota
$8.59M 125,308 +16,303 +15%
X
347
Xponance
Pennsylvania
$8.54M 124,629 +10,762 +9%
GPSPJS
348
General Pension Society PZU Joint Stock
Poland
$8.52M 124,369 – –
FNBT
349
FineMark National Bank & Trust
Florida
$8.4M 122,630 -4,233 -3%
GCA
350
Greenwood Capital Associates
South Carolina
$8.37M 122,195 +60,193 +97%
12 13
14
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