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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.

New
Increased
Maintained
Reduced
Closed
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
State Street
Massachusetts
$10.3B
2
BlackRock
BlackRock
New York
$9.27B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.04B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.47B
5
Vanguard Group
Vanguard Group
Pennsylvania
$9.4B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.35B
2
VH
ValueAct Holdings
California
$0
3
GA
Greenhaven Associates
New York
$442M
4
Franklin Resources
Franklin Resources
California
$451M
5
Invesco
Invesco
Georgia
$954M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
401
Federated Hermes
Pennsylvania
$7.4M +$2.92M +37,649 +65%
Pacer Advisors
402
Pacer Advisors
Pennsylvania
$7.37M +$643K +8,275 +10%
TC
403
TwinBeech Capital
New York
$7.31M +$7.31M +94,143 New
LSERS
404
Louisiana State Employees Retirement System
Louisiana
$7.22M +$334K +4,300 +5%
EDRH
405
Edmond de Rothschild Holding
Switzerland
$7.19M +$808K +10,407 +13%
KRS
406
Kentucky Retirement Systems
Kentucky
$7.17M +$396K +5,103 +6%
AAIM
407
American Assets Investment Management
California
$7.15M – – –
TC
408
Telemus Capital
Michigan
$7.14M -$157K -2,012 -2%
PCM
409
Prelude Capital Management
New York
$7.12M +$4.11M +52,936 +137%
FNBOO
410
First National Bank of Omaha
Nebraska
$7.12M +$472K +6,082 +7%
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$7.04M +$1.95M +25,073 +38%
TAM
412
Toscafund Asset Management
United Kingdom
$7.03M +$4.93M +63,462 +235%
NMERB
413
New Mexico Educational Retirement Board
New Mexico
$7.02M – – –
TCM
414
Twin Capital Management
Pennsylvania
$7.02M -$123K -1,580 -2%
TCM
415
Teza Capital Management
Illinois
$6.98M +$6.98M +89,815 New
SAM
416
Shell Asset Management
Netherlands
$6.91M -$629K -8,098 -8%
SMDAM
417
Sumitomo Mitsui DS Asset Management
Japan
$6.81M +$284K +3,651 +4%
MIG
418
McGuire Investment Group
Rhode Island
$6.81M +$128K +1,654 +2%
CCG
419
Ceeto Capital Group
Florida
$6.68M -$23.3K -300 -0.3%
FCBT
420
First Citizens Bank & Trust
North Carolina
$6.68M -$4.97K -64 -0.1%
Brown Advisory
421
Brown Advisory
Maryland
$6.66M +$2.85M +36,753 +75%
GCM
422
Gibraltar Capital Management
Oklahoma
$6.55M +$241K +3,076 +4%
PI
423
PineBridge Investments
New York
$6.45M -$5.99M -77,105 -48%
JWBC
424
J.W. Burns & Co
New York
$6.45M +$22.2K +286 +0.3%
Bank Julius Baer & Co
425
Bank Julius Baer & Co
Switzerland
$6.37M +$4.36M +56,138 +217%
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