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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
+$855M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$512M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$436M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.05B
2
BlackRock
BlackRock
New York
-$713M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$466M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$329M
5
Franklin Resources
Franklin Resources
California
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
276
IFM Investors
Australia
$18.6M +$41.1K +422 +0.2%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$18.6M +$113K +1,158 +0.6%
MCM
278
Maple Capital Management
Vermont
$18.5M +$373K +3,831 +2%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$18.4M +$865K +8,890 +5%
BIM
280
Bridgecreek Investment Management
Oklahoma
$18.3M -$97.3K -1,000 -0.5%
RJFSA
281
Raymond James Financial Services Advisors
Florida
$18.1M -$1.33M -13,709 -7%
TFM
282
TPI Fund Managers
United Kingdom
$18M +$109K +1,121 +0.6%
MNBTD
283
Moody National Bank Trust Division
Texas
$17.9M -$55.2K -567 -0.3%
COPPSERS
284
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.8M -$347K -3,570 -2%
BIAS
285
Beacon Investment Advisory Services
New Jersey
$17.8M -$1.01M -10,340 -5%
Mirae Asset Global Investments
286
Mirae Asset Global Investments
South Korea
$17.6M +$473K +4,857 +3%
LCM
287
LVM Capital Management
Michigan
$17.5M -$852K -8,760 -5%
ANI
288
American National Insurance
Texas
$17.5M -$15.1K -155 -0.1%
BCM
289
Bridgeway Capital Management
Texas
$17.3M -$8.75M -89,900 -34%
Twin Tree Management
290
Twin Tree Management
Texas
$17.3M -$4.42M -45,438 -20%
BCM
291
Barometer Capital Management
Ontario, Canada
$16.9M +$5.91M +61,163 +54%
B
292
Bailard
California
$16.7M +$4.96K +51 +0%
MLICM
293
Metropolitan Life Insurance Company (MetLife)
New York
$16.5M -$897K -9,216 -5%
N
294
Natixis
France
$16.5M -$93.9M -965,238 -85%
ELC
295
Edgar Lomax Company
Virginia
$16.3M -$314K -3,230 -2%
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$16.1M +$2.29M +23,539 +17%
CGH
297
Crossmark Global Holdings
Texas
$16M -$5.63M -57,832 -26%
PAI
298
Pittenger & Anderson Inc
Nebraska
$15.9M +$174K +1,790 +1%
GIA
299
Granite Investment Advisors
New Hampshire
$15.7M -$341K -3,506 -2%
PHAM
300
Pacific Heights Asset Management
California
$15.6M – – –
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