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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 %
PF
176
Phoenix Financial
Israel
$44.9M 577,622 +779 +0.1%
BNP Paribas Asset Management
177
BNP Paribas Asset Management
France
$43.6M 561,721 -48,714 -8%
ClearBridge Investments
178
ClearBridge Investments
New York
$42.5M 546,759 +159,736 +41%
Aviva
179
Aviva
United Kingdom
$42.3M 544,498 +19,404 +4%
BA
180
Bridgewater Associates
Connecticut
$41.4M 532,547 +243,001 +84%
SEI Investments
181
SEI Investments
Pennsylvania
$40.8M 534,360 -76,193 -12%
ACI
182
AMP Capital Investors
Australia
$40.3M 516,823 -90,459 -15%
FWCM
183
Ferguson Wellman Capital Management
Oregon
$39.9M 513,816 -404,081 -44%
Squarepoint
184
Squarepoint
New York
$39.8M 512,511 +234,678 +84%
EOJOAM
185
E. Ohman J:or Asset Management
Sweden
$39.5M 509,027 -14,001 -3%
Royal London Asset Management
186
Royal London Asset Management
United Kingdom
$38.8M 498,877 +19,579 +4%
N
187
Natixis
France
$38.3M 493,256 -649,784 -57%
NIPH
188
NN Investment Partners Holdings
Netherlands
$36.8M 473,737 +141,207 +42%
AIA
189
Avalon Investment & Advisory
Texas
$36.8M 473,252 +209,358 +79%
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$36.4M 468,111 +468,111 New
BGIM
191
Brandywine Global Investment Management
Pennsylvania
$34.8M 447,702 -500,718 -53%
BBVA
192
Banco Bilbao Vizcaya Argentaria
Spain
$34M 439,965 +209,166 +91%
CSS
193
Cubist Systematic Strategies
Connecticut
$34M 437,277 +356,057 +438%
HighTower Advisors
194
HighTower Advisors
Illinois
$33.8M 436,467 +64,930 +17%
FAF
195
Fjarde Ap-fonden
Sweden
$33.7M 433,609 +10,800 +3%
Point72 Asset Management
196
Point72 Asset Management
Connecticut
$33.7M 433,400 +273,400 +171%
DIA
197
Dana Investment Advisors
Wisconsin
$33.6M 432,946 -69,249 -14%
DDPIC
198
Deroy & Devereaux Private Investment Counsel
Michigan
$32.9M 424,031 -15,706 -4%
ERSOT
199
Employees Retirement System of Texas
Texas
$32.9M 423,000 – –
NIMI
200
Natixis Investment Managers International
France
$32.8M 422,905 -53,120 -11%
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8
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