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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$29.3B 377,085,167 – –
State Street
2
State Street
Massachusetts
$10.3B 132,338,102 +11,720,095 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.4B 121,021,986 +5,453,932 +5%
BlackRock
4
BlackRock
New York
$9.27B 119,362,535 +9,820,480 +9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.35B 68,938,163 -29,471,039 -30%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$4.27B 54,991,858 +1,645,117 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.47B 44,739,191 +8,766,422 +24%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.63B 33,840,038 +3,914,340 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.8B 23,290,119 +1,428,700 +7%
Bank of America
10
Bank of America
North Carolina
$1.7B 21,930,018 +2,854,621 +15%
Norges Bank
11
Norges Bank
Norway
$1.44B 18,577,019 -346,069 -2%
Ameriprise
12
Ameriprise
Minnesota
$1.38B 17,797,571 -1,779,668 -9%
Northern Trust
13
Northern Trust
Illinois
$1.34B 17,271,370 -203,708 -1%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$1.31B 16,913,745 -328,542 -2%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$1.09B 14,006,538 +1,530,364 +12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.06B 13,627,687 -481,319 -3%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$1.04B 13,341,552 +9,031,544 +210%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$966M 12,432,431 +465,330 +4%
Invesco
19
Invesco
Georgia
$954M 12,279,507 -2,641,898 -18%
Eagle Capital Management (New York)
20
Eagle Capital Management (New York)
New York
$924M 11,903,837 -1,145,193 -9%
Primecap Management
21
Primecap Management
California
$904M 11,635,628 -437,348 -4%
Fisher Asset Management
22
Fisher Asset Management
Washington
$738M 9,506,779 +236,496 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$718M 9,247,805 +234,876 +3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$709M 8,840,944 -355,846 -4%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$697M 8,978,661 -2,194,072 -20%
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