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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 %
MA
376
Montag & Associates
Georgia
$8.74M +$1.68M +21,632 +24%
ATC
377
Argent Trust Co
Tennessee
$8.73M +$398K +5,128 +5%
CAC
378
Core Alternative Capital
Georgia
$8.7M +$762K +9,817 +10%
WPIC
379
White Pine Investment Company
Michigan
$8.65M -$254K -3,270 -3%
DJSG
380
D.J. St. Germain
Massachusetts
$8.58M -$2.87K -37 -0%
DA
381
Duality Advisers
Florida
$8.56M +$8.56M +110,281 New
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$8.54M +$1.31M +16,810 +18%
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$8.51M +$1.97M +25,365 +30%
BCM
384
Becker Capital Management
Oregon
$8.43M -$79.6K -1,025 -0.9%
MSRPS
385
Maryland State Retirement & Pension System
Maryland
$8.34M +$6.66M +85,815 +397%
PE
386
Point72 Europe
United Kingdom
$8.26M +$8.26M +106,400 New
BDS
387
Banco de Sabadell
Florida
$8.17M -$1.02M -13,060 -11%
JWM
388
Jupiter Wealth Management
Colorado
$8.17M +$287K +3,430 +4%
PSUF
389
People's United Financial
Connecticut
$8M -$693K -8,918 -8%
MML Investors Services
390
MML Investors Services
Massachusetts
$7.89M +$1.33M +17,088 +20%
EMPI
391
Elo Mutual Pension Insurance
Finland
$7.88M +$398K +5,122 +5%
MWNA
392
Marshall Wace North America
New York
$7.86M -$109M -1,397,285 -93%
IUHSA
393
Itau Unibanco Holding S.A.
Brazil
$7.77M +$7.77M +100,000 New
GAB
394
German American Bancorp
Indiana
$7.74M +$625K +8,049 +9%
IG
395
ING Group
Netherlands
$7.72M +$354K +4,556 +5%
SC
396
Scotia Capital
Ontario, Canada
$7.7M +$3.24M +41,672 +73%
CC
397
Cipher Capital
New York
$7.67M +$7.67M +98,714 New
BS
398
Banco Santander
Spain
$7.58M -$75K -966 -1%
Wealthfront Advisers
399
Wealthfront Advisers
California
$7.52M +$552K +7,112 +8%
DY
400
Dowling & Yahnke
California
$7.44M +$8.47K +109 +0.1%
14 15
16
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