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Morgan Stanley
MS

Overview Fund Activity

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.68B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.5B
3
Macquarie Group
3
Macquarie Group
Australia
$363M
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.42B
5
ATN
5
AMF Tjänstepension
Sweden
$198M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
GA
2
Greenhaven Associates
New York
$25.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$56K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$467M
5
State Street
5
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$701M +$169M +1,845,940 +32%
Goldman Sachs
27
Goldman Sachs
New York
$688M -$17.2M -187,857 -2%
Fidelity International
28
Fidelity International
Bermuda
$678M -$36.9M -402,576 -5%
GQG Partners
29
GQG Partners
Florida
$663M +$67.8M +739,529 +11%
Charles Schwab
30
Charles Schwab
California
$657M +$5.15M +56,142 +0.8%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$532M +$166M +1,813,517 +45%
UBS AM
32
UBS AM
Illinois
$517M -$94.9M -1,034,853 -15%
UBS Group
33
UBS Group
Switzerland
$510M +$53.3M +581,582 +12%
Wells Fargo
34
Wells Fargo
California
$506M -$33M -359,369 -6%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$482M -$26.9M -280,470 -5%
PPA
36
Parametric Portfolio Associates
Washington
$474M -$7.36M -80,308 -2%
LSV Asset Management
37
LSV Asset Management
Illinois
$473M -$24.9M -271,530 -5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$467M -$270M -2,948,843 -37%
Capital World Investors
39
Capital World Investors
California
$451M -$91.2M -994,128 -17%
CS
40
Credit Suisse
Switzerland
$409M +$179M +1,978,413 +78%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$408M -$24.9M -271,788 -6%
Allianz Asset Management
42
Allianz Asset Management
Germany
$398M +$38M +414,828 +11%
KBC Group
43
KBC Group
Belgium
$396M +$45.3M +494,344 +13%
Barclays
44
Barclays
United Kingdom
$394M -$32.5M -354,802 -8%
Macquarie Group
45
Macquarie Group
Australia
$363M +$343M +3,745,744 +1,750%
OTPPB
46
Ontario Teachers' Pension Plan Board
Ontario, Canada
$361M -$26.3M -287,017 -7%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$347M -$72.9M -795,403 -17%
Principal Financial Group
48
Principal Financial Group
Iowa
$342M -$23.4M -254,708 -6%
Amundi
49
Amundi
France
$339M +$339M +3,701,677 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$339M +$18M +196,570 +6%
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