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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 %
MAA
326
Matrix Asset Advisors
New York
$12.5M 160,767 -49,487 -24%
PAI
327
Pittenger & Anderson Inc
Nebraska
$12.4M 160,299 +47,667 +42%
PHAM
328
Pacific Heights Asset Management
California
$12.4M 160,000 – –
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$12.2M 157,351 +17,327 +12%
ECM
330
ExodusPoint Capital Management
New York
$12.1M 156,069 +147,810 +1,790%
IG
331
Inherent Group
New York
$11.9M 153,857 +47,357 +44%
II
332
IFM Investors
Australia
$11.9M 153,393 +20,765 +16%
QT
333
Quantbot Technologies
New York
$11.9M 152,963 +147,356 +2,628%
MPA
334
Marvin & Palmer Associates
Delaware
$11.8M 152,541 -31,106 -17%
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$11.7M 145,533 -77,705 -35%
Hudson Bay Capital Management
336
Hudson Bay Capital Management
Connecticut
$11.6M 150,001 -15,000 -9%
BCM
337
BTC Capital Management
Iowa
$11.6M 149,522 +1,468 +1%
Credit Agricole
338
Credit Agricole
France
$11.6M 149,250 +17,693 +13%
CGM
339
Capital Growth Management
Massachusetts
$11.3M 145,000 -155,000 -52%
PPCM
340
Pillar Pacific Capital Management
California
$11.2M 144,301 +3,069 +2%
TU
341
TDAM USA
Ontario, Canada
$11.2M 143,960 -2,717 -2%
SG
342
Swarthmore Group
Pennsylvania
$11.2M 143,925 +132,425 +1,152%
GC
343
Gratus Capital
Georgia
$11.2M 143,869 +8,078 +6%
BC
344
Burney Company
Virginia
$11.1M 143,414 +11,660 +9%
Jane Street
345
Jane Street
New York
$10.9M 140,467 -262,807 -65%
HC
346
Hourglass Capital
Texas
$10.9M 140,437 -22,742 -14%
NAM
347
Nissay Asset Management
Japan
$10.6M 136,368 +1,113 +0.8%
NONA
348
Ninety One North America
New York
$10.5M 135,206 -4,726 -3%
SG Americas Securities
349
SG Americas Securities
New York
$10.5M 135,118 -162,418 -55%
HR
350
Howe & Rusling
New York
$10.5M 134,793 -1,358 -1%
12 13
14
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