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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 %
CB
101
Commerce Bank
Missouri
$119M 1,531,596 +82,325 +6%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$117M 1,510,315 +77,334 +5%
ASC
103
Atalanta Sosnoff Capital
New York
$117M 1,504,569 +187,932 +14%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$112M 1,445,838 +187,960 +15%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$112M 1,446,443 +11,629 +0.8%
RPI
106
Railway Pension Investments
United Kingdom
$111M 1,430,622 +130,300 +10%
ZIG
107
Zurich Insurance Group
Switzerland
$108M 1,394,065 +1,394,065 New
KP
108
Kiltearn Partners
United Kingdom
$108M 1,384,666 -116,200 -8%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$107M 1,378,779 -43,620 -3%
PAM
110
Panagora Asset Management
Massachusetts
$104M 1,338,371 -231,117 -15%
FMI
111
Factory Mutual Insurance
Massachusetts
$102M 1,318,051 -24,949 -2%
SSM
112
Sound Shore Management
Connecticut
$101M 1,301,417 -599,990 -32%
Robeco Institutional Asset Management
113
Robeco Institutional Asset Management
Netherlands
$101M 1,300,690 +224,515 +21%
EWM
114
Evercore Wealth Management
New York
$100M 1,291,802 +7,187 +0.6%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$99.6M 1,282,582 +157,669 +14%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$97.9M 1,260,834 +196,129 +18%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$96.8M 1,246,939 +137,777 +12%
Stifel Financial
118
Stifel Financial
Missouri
$93.8M 1,207,510 +382,779 +46%
Retirement Systems of Alabama
119
Retirement Systems of Alabama
Alabama
$93.4M 1,202,823 -213,078 -15%
RJA
120
Raymond James & Associates
Florida
$91.7M 1,181,268 +391,521 +50%
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$91.3M 1,176,074 +26,984 +2%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$91.3M 1,175,346 -11,336 -1%
DLA
123
Douglas Lane & Associates
New York
$90M 1,159,230 -21,570 -2%
CCMG
124
Clark Capital Management Group
Pennsylvania
$90M 1,158,395 -100,967 -8%
MIFH
125
Migdal Insurance & Financial Holdings
Israel
$85.7M 1,103,406 +430,819 +64%
3 4
5
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