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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 %
ECM
626
Everence Capital Management
Indiana
$2.32M – – –
FM
627
Foster & Motley
Ohio
$2.29M +$833K +10,730 +57%
HCCM
628
Hudson Canyon Capital Management
New York
$2.29M -$190K -2,451 -8%
GT
629
Greenleaf Trust
Michigan
$2.26M +$318K +4,089 +16%
Arrowstreet Capital
630
Arrowstreet Capital
Massachusetts
$2.26M +$2.26M +29,126 New
AAS
631
Avantax Advisory Services
Texas
$2.25M +$1.76M +22,658 +359%
PAM
632
Palisade Asset Management
Minnesota
$2.25M +$19.4K +250 +0.9%
AFA
633
Abacus FCF Advisors
Florida
$2.23M -$2.71M -33,887 -55%
HFG
634
Heron Financial Group
New York
$2.23M +$74.9K +957 +3%
VFA
635
Voya Financial Advisors
Connecticut
$2.22M +$253K +3,203 +13%
DAS
636
Dynamic Advisor Solutions
Arizona
$2.22M +$847K +10,902 +62%
GF
637
Gries Financial
Ohio
$2.21M +$2.21M +26,074 New
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.21M +$267K +3,440 +14%
WJWM
639
Williams Jones Wealth Management
New York
$2.2M +$823K +10,603 +60%
UH
640
Unigestion Holding
Switzerland
$2.2M +$2.2M +28,382 New
SF
641
Synovus Financial
Georgia
$2.2M +$307K +3,960 +16%
WorldQuant Millennium Advisors
642
WorldQuant Millennium Advisors
New York
$2.17M – – –
BF
643
BOK Financial
Oklahoma
$2.17M +$587K +7,555 +37%
UHC
644
Union Heritage Capital
Michigan
$2.15M +$2.15M +27,747 New
CAM
645
Carret Asset Management
New York
$2.14M +$10.1K +130 +0.5%
TC
646
TownSquare Capital
Utah
$2.14M +$210K +2,700 +11%
PMA
647
Prudent Man Advisors
Illinois
$2.14M +$73.9K +952 +4%
BCV
648
Banque Cantonale Vaudoise
Switzerland
$2.13M -$560K -7,213 -21%
Koshinski Asset Management
649
Koshinski Asset Management
Illinois
$2.13M -$191K -2,455 -8%
PA
650
Parallel Advisors
California
$2.13M +$51.3K +661 +2%
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