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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 %
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$84M 1,082,399 +110,710 +11%
JCM
127
Junto Capital Management
New York
$80.4M 1,034,969 -302,381 -23%
SIM
128
Sadoff Investment Management
Wisconsin
$79.5M 1,024,174 -116,833 -10%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$78.6M 1,012,486 -24,448 -2%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$78.1M 1,005,268 +132,213 +15%
PP
131
Prudential plc
United Kingdom
$77.3M 995,675 -19,875 -2%
Holocene Advisors
132
Holocene Advisors
New York
$76.6M 985,779 +985,779 New
Victory Capital Management
133
Victory Capital Management
Texas
$76.5M 985,369 +191,879 +24%
Truist Financial
134
Truist Financial
North Carolina
$76.5M 984,972 -526 -0.1%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$74.8M 987,350 -160,197 -14%
JAM
136
Jupiter Asset Management
United Kingdom
$71.8M 923,917 +445,257 +93%
PI
137
Putnam Investments
Massachusetts
$71.6M 922,364 -43,508 -5%
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$70.1M 902,503 +127,822 +16%
Public Sector Pension Investment Board (PSP Investments)
139
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$70.1M 902,410 +790,170 +704%
Winslow Capital Management
140
Winslow Capital Management
Minnesota
$69.4M 894,121 +894,121 New
AIM
141
Artemis Investment Management
United Kingdom
$66.1M 851,183 +125,970 +17%
DnB Asset Management
142
DnB Asset Management
Norway
$66M 850,296 +211,359 +33%
Aristotle Capital Management
143
Aristotle Capital Management
California
$64.6M 831,191 – –
RC
144
RBF Capital
California
$63.2M 813,432 -3,000 -0.4%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$62.2M 801,546 -38,785 -5%
Calamos Advisors
146
Calamos Advisors
Illinois
$61.1M 787,277 +28,772 +4%
Capital Research Global Investors
147
Capital Research Global Investors
California
$59.5M 766,739 +766,739 New
RCM
148
RNC Capital Management
California
$59.2M 762,382 -223,511 -23%
CWM
149
CIBC World Markets
New York
$58.7M 755,582 -164,315 -18%
FFM
150
Fullerton Fund Management
Singapore
$58.4M 752,483 +349,214 +87%
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