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Morgan Stanley
MS

Overview Fund Activity

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.68B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.5B
3
Macquarie Group
Macquarie Group
Australia
$363M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.42B
5
ATN
AMF Tjänstepension
Sweden
$198M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.35B
2
GA
Greenhaven Associates
New York
$25.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$56K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$467M
5
State Street
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
126
Kiltearn Partners
United Kingdom
$91.2M -$35.8M -390,300 -28%
Public Sector Pension Investment Board (PSP Investments)
127
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$91.1M +$8.38M +91,420 +10%
CCMG
128
Clark Capital Management Group
Pennsylvania
$90.5M -$15.7M -171,671 -15%
Victory Capital Management
129
Victory Capital Management
Texas
$89.8M -$507K -5,529 -0.6%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$88.2M -$3.99M -43,563 -4%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$87.5M -$5.38M -58,677 -6%
Calamos Advisors
132
Calamos Advisors
Illinois
$79.8M +$7.64M +83,278 +11%
Bank of Nova Scotia
133
Bank of Nova Scotia
Ontario, Canada
$79.4M -$19.9M -216,631 -20%
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$78.3M -$11.5M -126,186 -13%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$76.8M +$3.35M +36,544 +5%
Aristotle Capital Management
136
Aristotle Capital Management
California
$76.2M – – –
RC
137
RBF Capital
California
$74.6M – – –
PAM
138
Panagora Asset Management
Massachusetts
$73.5M -$49.2M -536,880 -40%
Rafferty Asset Management
139
Rafferty Asset Management
New York
$72.4M +$6.75M +73,651 +10%
RCM
140
RNC Capital Management
California
$71.3M +$1.39M +15,106 +2%
FFM
141
Fullerton Fund Management
Singapore
$70.3M +$1.35M +14,737 +2%
Capital Research Global Investors
142
Capital Research Global Investors
California
$70.3M -$31.7K -346 -0%
DnB Asset Management
143
DnB Asset Management
Norway
$69M -$8.93M -97,438 -11%
SIG
144
Senator Investment Group
New York
$68.8M +$68.8M +750,000 New
Asset Management One
145
Asset Management One
Japan
$67.9M -$594K -6,481 -0.9%
Swedbank
146
Swedbank
Sweden
$66.3M -$224K -2,446 -0.3%
CI
147
Clal Insurance
Israel
$65M -$321K -3,500 -0.5%
Select Equity Group
148
Select Equity Group
New York
$65M -$158M -1,719,334 -71%
Skandinaviska Enskilda Banken (SEB)
149
Skandinaviska Enskilda Banken (SEB)
Sweden
$63.9M +$5.05M +55,056 +9%
CPC
150
Cookson Peirce & Co
Pennsylvania
$63.2M +$1.25M +13,646 +2%
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