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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 %
AAF
301
Andra AP-fonden
Sweden
$15.5M +$1.18M +12,100 +8%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$15.5M +$119K +1,227 +0.8%
ECG
303
Edge Capital Group
Georgia
$15.4M -$287K -2,948 -2%
MAA
304
Matrix Asset Advisors
New York
$15.3M -$77.8K -800 -0.5%
EAM
305
Erste Asset Management
Austria
$15.2M -$1.47M -14,722 -9%
Parallax Volatility Advisers
306
Parallax Volatility Advisers
California
$15M +$15M +154,251 New
SIA
307
Sit Investment Associates
Minnesota
$14.9M -$1.9M -19,485 -11%
NAM
308
Nissay Asset Management
Japan
$14.7M +$380K +3,904 +3%
H
309
Hexavest
Quebec, Canada
$14.7M -$2.99M -30,685 -17%
GW
310
GW & Wade
Massachusetts
$14.7M -$297K -3,051 -2%
AIM
311
Artemis Investment Management
United Kingdom
$14.5M -$12.9M -132,620 -47%
DCM
312
Dupont Capital Management
Delaware
$14.5M -$7.04M -72,294 -33%
RC
313
RegentAtlantic Capital
New Jersey
$14.4M -$1.08M -11,049 -7%
NWM
314
Nicola Wealth Management
British Columbia, Canada
$14.2M -$3.11M -32,000 -18%
HIMCH
315
Hartford Investment Management Co (HIMCO)
Connecticut
$14M -$1.98M -20,392 -12%
BMSSC
316
B. Metzler seel. Sohn & Co
Germany
$13.9M +$4.97M +51,099 +56%
HC
317
Hourglass Capital
Texas
$13.7M +$52.4K +538 +0.4%
Qube Research & Technologies (QRT)
318
Qube Research & Technologies (QRT)
United Kingdom
$13.7M +$13.7M +140,300 New
SAM
319
Socorro Asset Management
Texas
$13.6M +$1.72M +17,670 +15%
Squarepoint
320
Squarepoint
New York
$13.5M -$31.4M -322,996 -70%
KWILP
321
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.4M -$2.21M -22,714 -14%
MAM
322
Myriad Asset Management
Hong Kong
$13.4M +$2.74M +28,200 +26%
LBC
323
Lowe Brockenbrough & Co
Virginia
$13.3M +$148K +1,522 +1%
GC
324
Gratus Capital
Georgia
$13.3M -$2.12M -21,822 -14%
BC
325
Burney Company
Virginia
$13.3M -$1.09M -11,241 -8%
11 12
13
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