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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 %
PFC
176
Poplar Forest Capital
California
$39.1M 570,400 +570,400 New
Treasurer of the State of North Carolina
177
Treasurer of the State of North Carolina
North Carolina
$38.5M 561,802 +98,840 +21%
Rafferty Asset Management
178
Rafferty Asset Management
New York
$38.1M 555,328 +171,885 +45%
GIA
179
Gateway Investment Advisers
Ohio
$37.6M 548,403 +2,498 +0.5%
CI
180
Clal Insurance
Israel
$37.1M 580,000 +570,000 +5,700%
Aviva
181
Aviva
United Kingdom
$36M 525,094 +87,556 +20%
EOJOAM
182
E. Ohman J:or Asset Management
Sweden
$35.8M 523,028 +4,118 +0.8%
DIA
183
Dana Investment Advisors
Wisconsin
$34.4M 502,195 -32,083 -6%
SGDR
184
SPX Gestao de Recursos
Brazil
$33.4M 487,575 +186,575 +62%
CS
185
Candriam SCA
Luxembourg
$33.1M 445,178 +23,401 +6%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$32.9M 480,498 -90,350 -16%
Royal London Asset Management
187
Royal London Asset Management
United Kingdom
$32.8M 479,298 +68,192 +17%
JAM
188
Jupiter Asset Management
United Kingdom
$32.8M 478,660 -914,463 -66%
NIMI
189
Natixis Investment Managers International
France
$32.6M 476,025 +476,025 New
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$32.5M 474,349 +33,001 +7%
TBC
191
Tweedy, Browne Co
Connecticut
$31.7M 463,155 – –
Bessemer Group
192
Bessemer Group
New Jersey
$31.2M 454,636 +104,693 +30%
EIP
193
Easterly Investment Partners
Massachusetts
$30.3M 442,803 -1,496,458 -77%
DDPIC
194
Deroy & Devereaux Private Investment Counsel
Michigan
$30.1M 439,737 -34,746 -7%
Skandinaviska Enskilda Banken (SEB)
195
Skandinaviska Enskilda Banken (SEB)
Sweden
$29.4M 428,699 +120,384 +39%
ADEF
196
Adams Diversified Equity Fund
Maryland
$29.4M 428,700 +70,200 +20%
ERSOT
197
Employees Retirement System of Texas
Texas
$29M 423,000 – –
FAF
198
Fjarde Ap-fonden
Sweden
$29M 422,809 +47,488 +13%
Jane Street
199
Jane Street
New York
$27.6M 403,274 +54,472 +16%
FFM
200
Fullerton Fund Management
Singapore
$27.6M 403,269 +403,269 New
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