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Morgan Stanley
MS

Overview Fund Activity

1,577 hedge funds and large institutions have $149B invested in Morgan Stanley in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 550 increasing their positions, 659 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+41
Holders Change %
+2.67%
% of All Funds
27.7%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.12%
New
134
Increased
550
Reduced
659
Closed
74
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$930M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$513M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.15B
4
Goldman Sachs
Goldman Sachs
New York
$917M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.95B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.09B
2
BlackRock
BlackRock
New York
$11B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.21B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$39.3M
5
Franklin Resources
Franklin Resources
California
$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
226
Braun Stacey Associates
New York
$29.6M -$1.38M -14,210 -4%
Axa
227
Axa
France
$29.5M +$2.41M +24,781 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
228
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.4M -$121M -1,238,767 -80%
Bessemer Group
229
Bessemer Group
New Jersey
$29.1M -$1.99M -20,426 -6%
Nomura Asset Management
230
Nomura Asset Management
Japan
$29M -$12.3M -126,695 -30%
KeyBank National Association
231
KeyBank National Association
Ohio
$29M -$531K -5,455 -2%
MAM
232
Mark Asset Management
New York
$28.7M -$240K -2,467 -0.8%
CCM
233
Chilton Capital Management
Texas
$28.3M -$443K -4,555 -2%
NIG
234
NFJ Investment Group
Texas
$27.9M +$348K +3,577 +1%
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$27.8M +$2.31M +23,743 +9%
PA
236
Pinnacle Associates
New York
$27.5M -$272K -2,791 -1%
PMAM
237
Picton Mahoney Asset Management
Ontario, Canada
$27.1M -$1.05M -10,840 -4%
ACM
238
Argent Capital Management
Missouri
$27M +$187K +1,918 +0.7%
GIBU
239
Gulf International Bank (UK)
United Kingdom
$26.7M -$531K -5,455 -2%
BG
240
Bollard Group
Massachusetts
$26.2M +$1.22M +12,534 +5%
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
$26.1M +$25.1M +258,272 +2,730%
GA
242
Greenhaven Associates
New York
$26M -$895K -9,200 -3%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$25.7M -$2.34M -24,026 -8%
DILIC
244
Dai-ichi Life Insurance Company
Japan
$25.6M -$2.01M -20,686 -7%
Comerica Bank
245
Comerica Bank
Texas
$25.5M -$6.95M -68,287 -21%
CSS
246
Cubist Systematic Strategies
Connecticut
$25.3M -$1.12M -11,463 -4%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$25.1M -$317K -3,253 -1%
Osaic Holdings
248
Osaic Holdings
Arizona
$25.1M +$2.1M +21,581 +9%
HP
249
Hosking Partners
United Kingdom
$24.5M -$2.74M -28,202 -10%
CRC
250
Curi RMB Capital
Illinois
$24.1M +$501K +5,145 +2%
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