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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 %
CIC
476
Chase Investment Counsel
Virginia
$4.8M -$134K -1,731 -3%
RG
477
Rathbones Group
United Kingdom
$4.75M +$39.6K +510 +0.8%
GW
478
GW & Wade
Massachusetts
$4.72M +$4.72M +60,800 New
SM
479
Sciencast Management
New Jersey
$4.71M +$869K +10,974 +23%
VF
480
Virtu Financial
New York
$4.7M +$4.7M +60,555 New
AssetMark Inc
481
AssetMark Inc
California
$4.7M -$228K -2,932 -5%
DCM
482
Dimension Capital Management
Florida
$4.69M -$8.23K -106 -0.2%
GT
483
Glenview Trust
Kentucky
$4.66M +$301K +3,880 +7%
AIA
484
Affinity Investment Advisors
California
$4.63M -$374K -4,815 -7%
OHIS
485
Oak Harvest Investment Services
Texas
$4.61M +$485K +6,239 +12%
FC
486
Full18 Capital
Connecticut
$4.6M -$797K -11,879 -15%
FA
487
FDx Advisors
Illinois
$4.57M +$522K +6,728 +13%
AIP
488
Ameritas Investment Partners
Nebraska
$4.55M +$4.52K +63 +0.1%
DBT
489
Dubuque Bank & Trust
Iowa
$4.53M -$529K -6,816 -10%
WFG
490
Wills Financial Group
Virginia
$4.48M +$199K +2,560 +5%
AMI
491
Amica Mutual Insurance
Rhode Island
$4.48M – – –
EP
492
Edgestream Partners
New Jersey
$4.41M +$1.16M +14,949 +36%
AIC
493
Argus Investors Counsel
New York
$4.4M -$975K -12,550 -18%
BIMC
494
Benson Investment Management Company
Virginia
$4.4M -$19.7K -254 -0.4%
VI
495
Vestcor Inc
New Brunswick, Canada
$4.39M +$698K +8,991 +19%
GT
496
Glenmede Trust
Pennsylvania
$4.39M -$20.4M -262,319 -82%
BWL
497
Bogart Wealth LLC
Virginia
$4.37M +$1.06M +13,658 +32%
DTL
498
Dynamic Technology Lab
Singapore
$4.36M +$3.66M +47,167 +524%
Wolverine Trading
499
Wolverine Trading
Illinois
$4.36M -$1.99M -25,122 -31%
SFI
500
Susquehanna Fundamental Investments
Pennsylvania
$4.33M +$4.33M +55,799 New
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