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Morgan Stanley
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Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.12%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
4
BlackRock
New York
$7.51B
5
Primecap Management
5
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$131M
2
VH
2
ValueAct Holdings
California
$568M
3
Invesco
3
Invesco
Georgia
$1.02B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
5
Easterly Investment Partners
Massachusetts
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
76
DekaBank Deutsche Girozentrale
Germany
$145M 2,136,580 +97,546 +5%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$140M 2,053,304 +750,264 +58%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$139M 2,035,211 +1,373,157 +207%
Millennium Management
79
Millennium Management
New York
$139M 2,027,241 -71,703 -3%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$136M 1,986,563 +231,017 +13%
Artisan Partners
81
Artisan Partners
Wisconsin
$134M 1,958,201 +1,958,201 New
Citadel Advisors
82
Citadel Advisors
Florida
$131M 1,905,136 -5,786,512 -75%
SSM
83
Sound Shore Management
Connecticut
$130M 1,901,407 -334,480 -15%
FAM
84
Fred Alger Management
New York
$129M 1,883,528 +88,277 +5%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$126M 1,834,381 +283,545 +18%
National Pension Service
86
National Pension Service
South Korea
$120M 1,754,971 +158,441 +10%
VNIM
87
Vaughan Nelson Investment Management
Texas
$120M 1,754,056 -9,290 -0.5%
Hotchkis & Wiley Capital Management
88
Hotchkis & Wiley Capital Management
California
$114M 1,664,705 -157,590 -9%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$108M 1,582,084 -95,486 -6%
PAM
90
Panagora Asset Management
Massachusetts
$108M 1,569,488 -237,333 -13%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$107M 1,556,433 +437,075 +39%
Westfield Capital Management
92
Westfield Capital Management
Massachusetts
$106M 1,545,505 +1,545,505 New
AII
93
AGF Investments Inc
Ontario, Canada
$105M 1,530,968 +841,171 +122%
KP
94
Kiltearn Partners
United Kingdom
$103M 1,500,866 -387,700 -21%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$103M 1,500,245 +298,155 +25%
MWNA
96
Marshall Wace North America
New York
$103M 1,498,448 -155,399 -9%
CB
97
Commerce Bank
Missouri
$99.3M 1,449,271 +63,883 +5%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$98.3M 1,434,040 +71,419 +5%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$98.2M 1,432,981 +14,830 +1%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$98.1M 1,434,814 +433,895 +43%
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4
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