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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 %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$52.8M 771,180 -44,454 -5%
Adage Capital Partners
152
Adage Capital Partners
Massachusetts
$52.2M 761,514 +6,258 +0.8%
Calamos Advisors
153
Calamos Advisors
Illinois
$52M 758,505 +165,130 +28%
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
$51.8M 756,022 -1,171,954 -61%
Asset Management One
155
Asset Management One
Japan
$50.6M 747,135 +67,835 +10%
TAM
156
Todd Asset Management
Kentucky
$50.6M 738,098 -42,767 -5%
AIM
157
Artemis Investment Management
United Kingdom
$49.8M 725,213 +725,213 New
M&T Bank
158
M&T Bank
New York
$49.6M 723,289 -16,704 -2%
PCIG
159
Partners Capital Investment Group
Massachusetts
$47.6M 694,373 -167,605 -19%
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$46.1M 672,587 +368,720 +121%
PR
161
Payden & Rygel
California
$46M 671,500 -74,000 -10%
CAM
162
Crake Asset Management
United Kingdom
$45M 656,000 +213,000 +48%
BM
163
Bridger Management
New York
$44.8M 653,530 -163,500 -20%
GF
164
Gabelli Funds
New York
$44.8M 653,034 +410,808 +170%
APG Asset Management
165
APG Asset Management
Netherlands
$44.3M 791,764 -48,078 -6%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$43.8M 639,737 +23,004 +4%
DnB Asset Management
167
DnB Asset Management
Norway
$43.8M 638,937 +481,601 +306%
OAM
168
Oppenheimer Asset Management
New York
$43.3M 631,891 +124,454 +25%
WBC
169
Westpac Banking Corp
Australia
$42.5M 620,364 -85,648 -12%
SEI Investments
170
SEI Investments
Pennsylvania
$41.9M 610,553 -9,998 -2%
BNP Paribas Asset Management
171
BNP Paribas Asset Management
France
$41.8M 610,435 +427,470 +234%
ACI
172
AMP Capital Investors
Australia
$41.2M 607,282 +156,186 +35%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$40.6M 592,742 +124,238 +27%
Marshall Wace
174
Marshall Wace
United Kingdom
$40.4M 589,226 -703,401 -54%
PF
175
Phoenix Financial
Israel
$39.5M 576,843 +130,322 +29%
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