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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 %
AMC
1501
Asset Management Corp
Illinois
$597 7,692 +533 +7%
MGIM
1502
M&G Investment Management
United Kingdom
$325 4,173 -656 -14%
MIH
1503
Meitav Investment House
Israel
$264 3,350 -3,090 -48%
SWM
1504
Sugarloaf Wealth Management
Georgia
$18 237 +103 +77%
VH
1505
ValueAct Holdings
California
– – -8,283,722 Closed
Hotchkis & Wiley Capital Management
1506
Hotchkis & Wiley Capital Management
California
– – -1,664,705 Closed
OCAM
1507
Owl Creek Asset Management
New York
– – -1,183,900 Closed
PCIG
1508
Partners Capital Investment Group
Massachusetts
– – -694,373 Closed
Marshall Wace
1509
Marshall Wace
United Kingdom
– – -589,226 Closed
SGDR
1510
SPX Gestao de Recursos
Brazil
– – -487,575 Closed
Parallax Volatility Advisers
1511
Parallax Volatility Advisers
California
– – -339,197 Closed
AL
1512
AJO LP
Pennsylvania
– – -225,153 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1513
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -206,100 Closed
BPM
1514
Bronson Point Management
Connecticut
– – -200,000 Closed
MSA
1515
Mason Street Advisors
Wisconsin
– – -197,164 Closed
SAM
1516
Soviero Asset Management
New York
– – -170,000 Closed
SVC
1517
Strycker View Capital
New York
– – -111,100 Closed
SFM
1518
Soros Fund Management
New York
– – -99,701 Closed
QIM
1519
Quantitative Investment Management
Virginia
– – -66,781 Closed
BSCM
1520
Berry Street Capital Management
United Kingdom
– – -58,387 Closed
SAM
1521
Sycomore Asset Management
France
– – -56,600 Closed
6M
1522
6 Meridian
Kansas
– – -49,752 Closed
PG
1523
Pendal Group
Australia
– – -48,747 Closed
RIM
1524
Redwood Investment Management
Arizona
– – -46,293 Closed
PFT
1525
Providence First Trust
Arizona
– – -44,417 Closed
59 60
61
62 63