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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 %
Asset Management One
151
Asset Management One
Japan
$58M 746,615 -520 -0.1%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$57.6M 741,895 +267,546 +56%
Swedbank
153
Swedbank
Sweden
$56.3M 725,116 +725,116 New
LFRG
154
Lazard Frères Gestion
France
$55.7M 843,382 -81,527 -9%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$55.7M 716,699 -54,481 -7%
Rafferty Asset Management
156
Rafferty Asset Management
New York
$55.6M 716,502 +161,174 +29%
CI
157
Clal Insurance
Israel
$55.3M 712,500 +132,500 +23%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$54.4M 699,929 -120,661 -15%
GF
159
Gabelli Funds
New York
$54M 695,584 +42,550 +7%
M&T Bank
160
M&T Bank
New York
$53.7M 691,537 -31,752 -4%
Aberdeen Group
161
Aberdeen Group
United Kingdom
$53M 682,604 -108,844 -14%
SO
162
STRS Ohio
Ohio
$52.9M 681,558 -640,780 -48%
TAM
163
Todd Asset Management
Kentucky
$52.8M 679,926 -58,172 -8%
CPC
164
Cookson Peirce & Co
Pennsylvania
$52.5M 675,537 +675,537 New
TAF
165
Tredje AP-fonden
Sweden
$51.6M 664,901 -245,500 -27%
PR
166
Payden & Rygel
California
$51.2M 659,400 -12,100 -2%
VOYA Investment Management
167
VOYA Investment Management
Georgia
$50.4M 648,354 +8,617 +1%
Skandinaviska Enskilda Banken (SEB)
168
Skandinaviska Enskilda Banken (SEB)
Sweden
$50M 642,243 +213,544 +50%
LCP
169
LGT Capital Partners
Switzerland
$48.5M 624,330 -186,200 -23%
GIA
170
Gateway Investment Advisers
Ohio
$46.7M 601,856 +53,453 +10%
Treasurer of the State of North Carolina
171
Treasurer of the State of North Carolina
North Carolina
$45.9M 591,642 +29,840 +5%
OAM
172
Oppenheimer Asset Management
New York
$45.8M 589,707 -42,184 -7%
Loomis, Sayles & Company
173
Loomis, Sayles & Company
Massachusetts
$45.5M 586,507 +406,880 +227%
WFMPM
174
Woodley Farra Manion Portfolio Management
Indiana
$45.4M 584,292 +584,292 New
BM
175
Bridger Management
New York
$45.4M 584,092 -69,438 -11%
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