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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 %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$97.5M 1,422,399 -18,379 -1%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$97M 1,415,901 +85,413 +6%
HIIFS
103
Harel Insurance Investments & Financial Services
Israel
$95.3M 1,341,070 +867,504 +183%
FMI
104
Factory Mutual Insurance
Massachusetts
$92M 1,343,000 +25,500 +2%
JCM
105
Junto Capital Management
New York
$91.6M 1,337,350 -15,333 -1%
SO
106
STRS Ohio
Ohio
$90.6M 1,322,338 +643,081 +95%
ASC
107
Atalanta Sosnoff Capital
New York
$90.2M 1,316,637 +193,253 +17%
RPI
108
Railway Pension Investments
United Kingdom
$89.1M 1,300,322 +1,600 +0.1%
EWM
109
Evercore Wealth Management
New York
$88M 1,284,615 +11,246 +0.9%
CCMG
110
Clark Capital Management Group
Pennsylvania
$86.3M 1,259,362 -75,407 -6%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$86.2M 1,257,878 -1,629,698 -56%
American Century Companies
112
American Century Companies
Missouri
$82.6M 1,204,747 +322,359 +37%
AG
113
Aperio Group
California
$82M 1,196,211 +207,505 +21%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$81.3M 1,186,682 +206,139 +21%
OCAM
115
Owl Creek Asset Management
New York
$81.1M 1,183,900 +1,183,900 New
DLA
116
Douglas Lane & Associates
New York
$80.9M 1,180,800 +11,712 +1%
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$78.7M 1,149,090 +106,099 +10%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$78.6M 1,147,547 +55,006 +5%
N
119
Natixis
France
$78.3M 1,143,040 +1,143,040 New
SIM
120
Sadoff Investment Management
Wisconsin
$78.2M 1,141,007 +481,421 +73%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$77.1M 1,124,913 +115,054 +11%
AIM
122
Alphinity Investment Management
Australia
$76.9M 1,121,889 +106,946 +11%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$76M 1,109,162 +92,639 +9%
Robeco Institutional Asset Management
124
Robeco Institutional Asset Management
Netherlands
$73.7M 1,076,175 -508,479 -32%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$73M 1,064,705 -65,556 -6%
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