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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 %
LCM
201
Laurion Capital Management
New York
$32.8M 422,657 +422,657 New
ADEF
202
Adams Diversified Equity Fund
Maryland
$32.1M 413,800 -14,900 -3%
LPL Financial
203
LPL Financial
California
$32.1M 412,890 +107,522 +35%
Nomura Asset Management
204
Nomura Asset Management
Japan
$31.9M 410,939 +109,809 +36%
CS
205
Candriam SCA
Luxembourg
$31.8M 445,180 +2 +0%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$31.7M 408,068 +59,954 +17%
Mitsubishi UFJ Asset Management
207
Mitsubishi UFJ Asset Management
Japan
$31.6M 407,130 +70,725 +21%
TBC
208
Tweedy, Browne Co
Connecticut
$31.3M 403,620 -59,535 -13%
ASRS
209
Arizona State Retirement System
Arizona
$30.8M 396,458 -6,148 -2%
UB
210
UMB Bank
Missouri
$30.7M 395,411 +85,493 +28%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$30.6M 393,408 -87,090 -18%
SOMRS
212
State of Michigan Retirement System
Michigan
$30.3M 390,622 +17,200 +5%
GI
213
GAMCO Investors
Connecticut
$29.7M 382,704 -16,494 -4%
AQR Capital Management
214
AQR Capital Management
Connecticut
$29.2M 375,540 -505,142 -57%
BCM
215
Basswood Capital Management
New York
$28.7M 369,259 – –
FT
216
Fiduciary Trust
Massachusetts
$28.5M 367,233 +300,791 +453%
BCAM
217
Boston Common Asset Management
Massachusetts
$28.3M 363,873 -21,631 -6%
Comerica Bank
218
Comerica Bank
Texas
$27.9M 345,067 -24,996 -7%
PFC
219
Poplar Forest Capital
California
$27.9M 359,659 -210,741 -37%
TG
220
TCW Group
California
$27.8M 358,124 +137,380 +62%
MIM
221
MetLife Investment Management
New Jersey
$27.8M 357,603 +10,498 +3%
Voloridge Investment Management
222
Voloridge Investment Management
Florida
$27.6M 355,965 +355,965 New
Handelsbanken Fonder
223
Handelsbanken Fonder
Sweden
$27.6M 354,755 +15,889 +5%
CA
224
Capitolis Advisors
New York
$27M 348,288 +38,133 +12%
CIP
225
Chartwell Investment Partners
Pennsylvania
$26.7M 343,704 +877 +0.3%
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