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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 %
OIM
1576
Oder Investment Management
California
– – -137 Closed
BIP
1577
Bouvel Investment Partners
Pennsylvania
– – -116 Closed
FM
1578
Family Management
New York
– – -88 Closed
CL
1579
COWA LLC
Oklahoma
– – -64 Closed
TF
1580
Tompkins Financial
New York
– – -62 Closed
SIAG
1581
Safeguard Investment Advisory Group
California
– – -32 Closed
BSSFA
1582
Baron Silver Stevens Financial Advisors
Florida
– – -28 Closed
TI
1583
tru Independence
Oregon
– – -23 Closed
IA
1584
Inspire Advisors
Idaho
– – -19 Closed
FWM
1585
ForthRight Wealth Management
Georgia
– – -15 Closed
DOA
1586
D'Orazio & Associates
Virginia
– – -15 Closed
BPGAM
1587
BTG Pactual Global Asset Management
Bermuda
– – – –
SM
1588
SG3 Management
Puerto Rico
– – – –
CAM
1589
CenterStar Asset Management
Illinois
– – – –
CCM
1590
CAAS Capital Management
New York
– – – –
RA
1591
Ramius Advisors
New York
– – – –
IMC Chicago
1592
IMC Chicago
Illinois
– – – –
PCM
1593
Pentwater Capital Management
Florida
– – – –
Simplex Trading
1594
Simplex Trading
Illinois
– – – –
CM
1595
Capula Management
Cayman Islands
– – – –
JCM
1596
JD Capital Management
Connecticut
– – – –
CMTU
1597
Capital Markets Trading (UK)
United Kingdom
– – – –
AW
1598
Avion Wealth
Texas
$0 3 – –
Capital Fund Management (CFM)
1599
Capital Fund Management (CFM)
France
– – – –
IP
1600
Interval Partners
New York
– – – –
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