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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 %
RCIM
701
Russell Clark Investment Management
United Kingdom
$1.55M +$1.55M +20,000 New
CF
702
Centaurus Financial
California
$1.55M -$15.8K -204 -1%
UIA
703
UBP Investment Advisors
Switzerland
$1.55M – – –
CGL
704
Clarius Group LLC
Washington
$1.53M +$282K +3,626 +22%
BOH
705
Bank of Hawaii
Hawaii
$1.53M +$72.8K +938 +5%
KPWS
706
Kestra Private Wealth Services
Texas
$1.52M +$151K +1,947 +11%
RA
707
Rational Advisors
New York
$1.51M -$18.4K -237 -1%
VPIM
708
Vanguard Personalized Indexing Management
California
$1.49M +$468K +6,032 +46%
SSG
709
Summit Securities Group
New York
$1.49M +$730K +9,400 +96%
CI
710
Conning Inc
Connecticut
$1.49M -$120K -1,540 -7%
TIA
711
Tiemann Investment Advisors
California
$1.49M +$9.39K +121 +0.6%
SC
712
Savant Capital
Illinois
$1.47M +$113K +1,455 +8%
WIS
713
Wright Investors Service
Connecticut
$1.47M +$10.6K +136 +0.7%
HAG
714
HighPoint Advisor Group
Illinois
$1.46M +$148K +1,829 +11%
AW
715
Alaethes Wealth
Nevada
$1.46M +$1.46M +18,833 New
MF
716
Magnetar Financial
Illinois
$1.46M +$1.46M +18,842 New
RBA
717
Richard Bernstein Advisors
New York
$1.43M – – –
FTDI
718
First Trust Direct Indexing
Massachusetts
$1.43M +$95.5K +1,230 +7%
TIA
719
Trust Investment Advisors
Indiana
$1.42M -$11K -142 -0.8%
CCG
720
Cloverfields Capital Group
Minnesota
$1.42M +$238K +3,059 +20%
WSFS
721
Wilmington Savings Fund Society
Delaware
$1.42M +$932 +12 +0.1%
SCI
722
S&CO Inc
Massachusetts
$1.42M +$1.42M +18,231 New
WHG
723
Westwood Holdings Group
Texas
$1.4M +$18.6K +240 +1%
PI
724
Parkside Investments
Illinois
$1.4M – – –
Fuller & Thaler Asset Management
725
Fuller & Thaler Asset Management
California
$1.39M -$256K -3,300 -16%
27 28
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