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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
26.51%
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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$624M 8,036,653 -653,193 -8%
Fidelity International
27
Fidelity International
Bermuda
$605M 7,793,670 -1,097,690 -12%
Goldman Sachs
28
Goldman Sachs
New York
$598M 7,696,423 +1,226,757 +19%
Charles Schwab
29
Charles Schwab
California
$552M 7,104,988 +522,337 +8%
UBS AM
30
UBS AM
Illinois
$519M 6,677,523 -10,496 -0.2%
GQG Partners
31
GQG Partners
Florida
$504M 6,491,224 -859,546 -12%
Capital World Investors
32
Capital World Investors
California
$459M 5,909,875 +12,077 +0.2%
Wells Fargo
33
Wells Fargo
California
$456M 5,873,998 +932,395 +19%
Franklin Resources
34
Franklin Resources
California
$451M 5,804,561 -3,590,338 -38%
GA
35
Greenhaven Associates
New York
$442M 5,694,264 -3,846,281 -40%
LSV Asset Management
36
LSV Asset Management
Illinois
$422M 5,431,730 -394,882 -7%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$412M 5,305,956 +139,229 +3%
PPA
38
Parametric Portfolio Associates
Washington
$408M 5,251,783 -585,772 -10%
UBS Group
39
UBS Group
Switzerland
$387M 4,985,225 -573,370 -10%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$367M 4,725,057 -1,003 -0%
AAMU
41
Amundi Asset Management US
Massachusetts
$362M 4,660,064 +23,986 +0.5%
Barclays
42
Barclays
United Kingdom
$361M 4,653,754 -1,478,018 -24%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$356M 4,579,454 +141,151 +3%
OTPPB
44
Ontario Teachers' Pension Plan Board
Ontario, Canada
$328M 4,222,986 +4,222,986 New
Principal Financial Group
45
Principal Financial Group
Iowa
$310M 3,990,009 -127,174 -3%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$310M 3,989,019 +1,953,808 +96%
Allianz Asset Management
47
Allianz Asset Management
Germany
$305M 3,921,949 -665,551 -15%
WRF
48
Waddell & Reed Financial
Kansas
$303M 3,907,137 -1,147,421 -23%
KBC Group
49
KBC Group
Belgium
$297M 3,826,538 +140,064 +4%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$274M 3,521,986 -642,061 -15%
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