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Morgan Stanley
MS

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 %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$71.1M 1,036,934 +142,312 +16%
PP
127
Prudential plc
United Kingdom
$69.6M 1,015,550 -312,839 -24%
Balyasny Asset Management
128
Balyasny Asset Management
Illinois
$68.4M 998,319 +95,904 +11%
RCM
129
RNC Capital Management
California
$67.6M 985,893 -12,071 -1%
Truist Financial
130
Truist Financial
North Carolina
$67.5M 985,498 +205,879 +26%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$66.6M 971,689 +630,589 +185%
PI
132
Putnam Investments
Massachusetts
$66.2M 965,872 +246,177 +34%
BGIM
133
Brandywine Global Investment Management
Pennsylvania
$65M 948,420 -858,142 -48%
LFRG
134
Lazard Frères Gestion
France
$63.6M 924,909 +924,909 New
CWM
135
CIBC World Markets
New York
$63M 919,897 +498,965 +119%
FWCM
136
Ferguson Wellman Capital Management
Oregon
$62.9M 917,897 +24,489 +3%
TAF
137
Tredje AP-fonden
Sweden
$62.4M 910,401 +150,000 +20%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.8M 873,055 +192,822 +28%
AQR Capital Management
139
AQR Capital Management
Connecticut
$59.7M 880,682 -57,397 -6%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$57.6M 840,331 +73,664 +10%
Aristotle Capital Management
141
Aristotle Capital Management
California
$57M 831,191 -115 -0%
Stifel Financial
142
Stifel Financial
Missouri
$56.5M 824,731 +506,401 +159%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$56.2M 820,590 -140,025 -15%
RC
144
RBF Capital
California
$56M 816,432 +10,432 +1%
CCM
145
Cullen Capital Management
New York
$55.6M 811,400 -71,305 -8%
LCP
146
LGT Capital Partners
Switzerland
$55.5M 810,530 -23,030 -3%
Victory Capital Management
147
Victory Capital Management
Texas
$54.4M 793,490 +66,055 +9%
Aberdeen Group
148
Aberdeen Group
United Kingdom
$54.2M 791,448 +244,726 +45%
RJA
149
Raymond James & Associates
Florida
$54.1M 789,747 +106,389 +16%
PAMU
150
Pictet Asset Management (UK)
United Kingdom
$53.1M 774,681 +226,522 +41%
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