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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
+$910M
2
BlackRock
BlackRock
New York
+$763M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$701M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$681M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$424M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.29B
2
VH
ValueAct Holdings
California
-$568M
3
GA
Greenhaven Associates
New York
-$299M
4
Franklin Resources
Franklin Resources
California
-$279M
5
Invesco
Invesco
Georgia
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
576
Baird Financial Group
Wisconsin
$3.06M +$279K +3,593 +10%
CAG
577
Crestwood Advisors Group
Massachusetts
$3.06M +$2.1M +26,989 +218%
TCA
578
Transcend Capital Advisors
New Jersey
$3.01M -$141K -1,821 -4%
CP
579
Cumberland Partners
Ontario, Canada
$2.99M +$2.99M +38,454 New
SPIA
580
Steward Partners Investment Advisory
New York
$2.97M +$307K +3,959 +12%
CA
581
Cornerstone Advisors
North Carolina
$2.95M – – –
NIM
582
Northeast Investment Management
Massachusetts
$2.95M +$2.67M +34,421 +983%
KIA
583
KCM Investment Advisors
California
$2.94M +$170K +2,185 +6%
MCM
584
Mitchell Capital Management
Kansas
$2.94M +$401K +5,164 +16%
RIM
585
Redpoint Investment Management
Australia
$2.92M +$2.92M +37,633 New
MFS
586
Mirabella Financial Services
United Kingdom
$2.92M +$883K +11,373 +43%
HAIM
587
Hunter Associates Investment Management
Pennsylvania
$2.92M +$2.92M +37,534 New
PAG
588
Private Advisor Group
New Jersey
$2.91M -$466K -5,999 -14%
SCM
589
Stevens Capital Management
Pennsylvania
$2.86M +$2.86M +36,867 New
Northwestern Mutual Wealth Management
590
Northwestern Mutual Wealth Management
Wisconsin
$2.86M +$851K +10,956 +42%
SWM
591
Sculati Wealth Management
Michigan
$2.84M -$3.18K -41 -0.1%
DCM
592
Donaldson Capital Management
Indiana
$2.83M +$2.83M +36,391 New
BC
593
Brookfield Corp
Ontario, Canada
$2.83M -$3.35M -43,104 -54%
PI
594
PEAK6 Investments
Illinois
$2.82M -$6.02M -77,466 -68%
ET
595
Equitable Trust
Tennessee
$2.8M +$72.9K +939 +3%
HAI
596
Hennessy Advisors Inc
California
$2.8M +$2.8M +36,000 New
CIP
597
Convergence Investment Partners
Florida
$2.77M -$1.36M -17,491 -33%
SP
598
Symmetry Partners
Connecticut
$2.68M +$151K +1,947 +6%
RAM
599
Roanoke Asset Management
New Jersey
$2.67M +$125K +1,610 +5%
GDP
600
Great Diamond Partners
Maine
$2.66M +$374K +4,820 +16%
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