Morgan Stanley
1,513 hedge funds and large institutions have $124B invested in Morgan Stanley in 2021 Q1 according to their latest regulatory filings, with 238 funds opening new positions, 633 increasing their positions, 465 reducing their positions, and 82 closing their positions.
190% more first-time investments, than exits
New positions opened: 238 | Existing positions closed: 82
36% more repeat investments, than reductions
Existing positions increased: 633 | Existing positions reduced: 465
27% more funds holding in top 10
Funds holding in top 10: 56 → 71 (+15)
14% more capital invested
Capital invested by funds: $108B → $124B (+$15.2B)
11% more funds holding
Funds holding: 1,366 → 1,513 (+147)
2.82% less ownership
Funds ownership: 87.42% → 84.6% (-2.8%)
36% less call options, than puts
Call options by funds: $1.95B | Put options by funds: $3.02B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$898M |
| 2 |
BlackRock
New York
|
+$753M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$692M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$672M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$418M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.26B |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$568M |
| 3 |
GA
Greenhaven Associates
Purchase,
New York
|
-$295M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$275M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$202M |
MS Hedge Fund Activity: Q1 2021 in Review
1,513 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2021, worth a combined $124B — up 14% from $108B a quarter earlier.
Buyers outnumbered sellers: 238 funds opened new MS positions and 82 closed out — a net gain of 156 holders — while 633 added to existing stakes and 465 trimmed.
The largest buyer was State Street, adding an estimated $898M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.26B.
- 1,513 institutional investors held Morgan Stanley (MS) as of Q1 2021, up from 1,366 in Q4 2020.
- Funds reported $124B of Morgan Stanley stock for Q1 2021, up 14% quarter-over-quarter.
- 238 funds opened new Morgan Stanley positions in Q1 2021 and 82 closed out, a net change of +156 holders.
- The largest Morgan Stanley buyer in Q1 2021 was State Street, an estimated $898M added.
- The largest Morgan Stanley seller in Q1 2021 was T. Rowe Price Associates, an estimated $2.26B sold.
Based on aggregated 13F filings for Q1 2021.