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Morgan Stanley
MS

Overview Fund Activity

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.68B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.5B
3
Macquarie Group
3
Macquarie Group
Australia
$363M
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.42B
5
ATN
5
AMF Tjänstepension
Sweden
$198M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
GA
2
Greenhaven Associates
New York
$25.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$56K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$467M
5
State Street
5
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$337M +$14.1M +153,753 +4%
Deutsche Bank
52
Deutsche Bank
Germany
$336M +$75.4M +822,119 +29%
Prudential Financial
53
Prudential Financial
New Jersey
$321M +$109M +1,185,221 +51%
Fayez Sarofim & Co
54
Fayez Sarofim & Co
Texas
$313M +$532K +5,804 +0.2%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$302M +$21.5M +234,885 +8%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$298M +$11.8M +128,553 +4%
Citigroup
57
Citigroup
New York
$295M -$9.07M -98,924 -3%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$288M -$20.8M -227,087 -7%
Millennium Management
59
Millennium Management
New York
$277M +$87.3M +952,073 +46%
AII
60
AGF Investments Inc
Ontario, Canada
$274M +$21.6M +235,224 +9%
CCM
61
Cullen Capital Management
New York
$271M -$1.32M -14,423 -0.5%
EVM
62
Eaton Vance Management
Massachusetts
$267M -$42.4M -462,779 -14%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$255M +$4.42M +48,152 +2%
Nordea Investment Management
64
Nordea Investment Management
Sweden
$253M +$5.45M +59,397 +2%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$232M -$9.69M -105,695 -4%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$224M -$11.5M -125,017 -5%
Pzena Investment Management
67
Pzena Investment Management
New York
$221M -$83.4M -909,720 -27%
EC
68
Eminence Capital
New York
$216M +$10.8M +117,566 +5%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$209M +$17.9M +196,665 +9%
MWA
70
Marshall Wace Asia
Hong Kong
$208M -$38.6M -421,097 -16%
FI
71
Focused Investors
California
$206M -$5.24M -57,100 -2%
ATN
72
AMF Tjänstepension
Sweden
$198M +$198M +2,154,564 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$196M +$63.3M +690,321 +48%
First Trust Advisors
74
First Trust Advisors
Illinois
$193M +$29.9M +325,647 +18%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$192M -$24M -261,868 -11%
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