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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.

Holders
1,505
Holders Change
+146
Holders Change %
+10.74%
% of All Funds
26.51%
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
1
State Street
Massachusetts
$10.3B
2
BlackRock
2
BlackRock
New York
$9.27B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.04B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.47B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.4B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
VH
2
ValueAct Holdings
California
$0
3
GA
3
Greenhaven Associates
New York
$442M
4
Franklin Resources
4
Franklin Resources
California
$451M
5
Invesco
5
Invesco
Georgia
$954M
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$272M 3,416,630 -2,300,150 -40%
AllianceBernstein
52
AllianceBernstein
Tennessee
$272M 3,500,317 -134,354 -4%
Fayez Sarofim & Co
53
Fayez Sarofim & Co
Texas
$264M 3,402,625 +3,402,625 New
EVM
54
Eaton Vance Management
Massachusetts
$262M 3,380,043 +444,166 +15%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$261M 3,362,718 +24,862 +0.7%
Pzena Investment Management
56
Pzena Investment Management
New York
$258M 3,318,998 -1,663,039 -33%
Citigroup
57
Citigroup
New York
$258M 3,315,931 +343,358 +12%
EIP
58
Epoch Investment Partners
New York
$248M 3,191,740 -254,237 -7%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$243M 3,123,017 +107,322 +4%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$237M 3,057,471 +542,535 +22%
CCM
61
Cullen Capital Management
New York
$230M 2,965,112 +2,153,712 +265%
Deutsche Bank
62
Deutsche Bank
Germany
$221M 2,845,430 +221,568 +8%
AII
63
AGF Investments Inc
Ontario, Canada
$214M 2,754,004 +1,223,036 +80%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$212M 2,735,973 +1,860 +0.1%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$212M 2,697,868 -26,101 -1%
MWA
66
Marshall Wace Asia
Hong Kong
$208M 2,684,669 -528,191 -16%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$204M 2,630,944 +166,126 +7%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$200M 2,572,103 +10,700 +0.4%
CS
69
Credit Suisse
Switzerland
$197M 2,532,356 +124,182 +5%
Select Equity Group
70
Select Equity Group
New York
$189M 2,428,249 +170,200 +8%
Ninety One (UK)
71
Ninety One (UK)
United Kingdom
$187M 2,412,773 +97,274 +4%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$183M 2,355,891 +116,379 +5%
Prudential Financial
73
Prudential Financial
New Jersey
$180M 2,320,923 -664,112 -22%
FI
74
Focused Investors
California
$179M 2,307,100 -110,100 -5%
SC
75
Samlyn Capital
New York
$174M 2,242,094 -1,652,410 -42%
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