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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 %
URS
251
Utah Retirement Systems
Utah
$24M -$1.77M -18,200 -7%
Mariner
252
Mariner
Kansas
$23.9M -$7.27M -74,717 -23%
HIMC
253
Heritage Investors Management Corp
Maryland
$23.8M -$901K -9,254 -4%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$23.6M -$109K -1,116 -0.5%
BCP
255
Blue Chip Partners
Michigan
$23.4M +$254K +2,614 +1%
TBC
256
Tweedy, Browne Co
Connecticut
$23.1M -$4.3M -44,200 -16%
SOADOR
257
State of Alaska Department of Revenue
Alaska
$23.1M -$701K -7,204 -3%
VWM
258
Valley Wealth Managers
New Jersey
$23.1M -$1.5M -15,429 -6%
US Bancorp
259
US Bancorp
Minnesota
$22.9M +$545K +5,602 +2%
TPSF
260
Texas Permanent School Fund
Texas
$21.9M -$2.12M -21,794 -9%
TF
261
TIAA FSB
Florida
$21.9M +$616K +6,325 +3%
MOACM
262
Mutual of America Capital Management
New York
$21.8M -$276K -2,832 -1%
WBC
263
Westpac Banking Corp
Australia
$21.7M -$5.63M -57,816 -21%
MSL
264
Mackay Shields LLC
New York
$21.6M -$1.07M -11,012 -5%
WB
265
WesBanco Bank
West Virginia
$21.4M -$2.39M -24,597 -10%
LCP
266
LGT Capital Partners
Switzerland
$21.4M -$18.5M -189,620 -46%
GC
267
Guggenheim Capital
Illinois
$21.1M -$7.07M -72,605 -25%
JPMIA
268
J.P. Marvel Investment Advisors
Massachusetts
$20.6M +$16.6K +171 +0.1%
AHB
269
Abner Herrman & Brock
New Jersey
$20.4M +$421K +4,322 +2%
IMPI
270
Ilmarinen Mutual Pension Insurance
Finland
$19.9M – – –
Vontobel Holding
271
Vontobel Holding
Switzerland
$19.7M -$1.33M -13,715 -6%
APG Asset Management
272
APG Asset Management
Netherlands
$19.3M -$2.04M -24,300 -10%
EARNEST Partners
273
EARNEST Partners
Georgia
$19.2M -$2.24M -23,005 -10%
GJCM
274
Grand Jean Capital Management
California
$19M -$10.2K -105 -0.1%
E
275
Ergoteles
New York
$18.8M +$18.8M +193,006 New
9 10
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