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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 Holding Trade Value Shares
Change 		Shares
Change %
EAM
351
Erste Asset Management
Austria
$10.4M -$467K -5,900 -4%
D.E. Shaw & Co
352
D.E. Shaw & Co
New York
$10.3M -$48.4M -622,842 -82%
LBC
353
Lowe Brockenbrough & Co
Virginia
$10.3M -$56.4K -726 -0.5%
Mariner
354
Mariner
Kansas
$10.3M +$3.05M +39,233 +42%
MCM
355
Moore Capital Management
New York
$10.3M +$10.3M +132,059 New
PCM
356
Pointe Capital Management
Michigan
$10.2M +$10.2M +131,877 New
GCA
357
Greenwood Capital Associates
South Carolina
$10.2M +$740K +9,528 +8%
WSTAM
358
Wilbanks Smith & Thomas Asset Management
Virginia
$10.2M +$450K +5,788 +5%
William Blair & Company
359
William Blair & Company
Illinois
$10.2M +$1.94M +24,980 +24%
LG
360
Leuthold Group
Minnesota
$10.1M -$777K -10,000 -7%
KWILP
361
Kiwi Wealth Investments Limited Partnership
New Zealand
$10.1M -$9.53M -122,761 -49%
X
362
Xponance
Pennsylvania
$9.89M +$211K +2,714 +2%
SAM
363
Securian Asset Management
Minnesota
$9.88M +$149K +1,920 +2%
BCM
364
Barometer Capital Management
Ontario, Canada
$9.86M +$2.85M +36,840 +41%
FNBT
365
FineMark National Bank & Trust
Florida
$9.76M +$232K +2,991 +2%
GPSPJS
366
General Pension Society PZU Joint Stock
Poland
$9.66M – – –
Connor, Clark & Lunn Investment Management (CC&L)
367
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.56M +$9.56M +123,093 New
BUB
368
BBVA USA Bancshares
Texas
$9.38M +$468K +6,023 +5%
B
369
Brightworth
Georgia
$9.34M -$5.05K -65 -0.1%
GIM
370
Grassi Investment Management
California
$9.24M – – –
Creative Planning
371
Creative Planning
Kansas
$9.24M +$1.14M +14,651 +14%
Acadian Asset Management
372
Acadian Asset Management
Massachusetts
$9.18M +$2.74M +35,339 +43%
TCM
373
Telos Capital Management
California
$8.97M -$375K -4,831 -4%
M
374
MOTCO
Texas
$8.9M -$1.68M -21,591 -16%
Alyeska Investment Group
375
Alyeska Investment Group
Illinois
$8.8M +$1.68M +21,620 +24%
13 14
15
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