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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 %
BOTW
326
Bank of the West
California
$13.3M -$1.8M -18,481 -12%
ZCM
327
Ziegler Capital Management
Illinois
$13.2M -$1.44M -14,801 -10%
MPA
328
Marvin & Palmer Associates
Delaware
$13.1M -$1.55M -15,915 -11%
BF
329
BOK Financial
Oklahoma
$13.1M +$13.1M +134,694 New
WSTAM
330
Wilbanks Smith & Thomas Asset Management
Virginia
$13.1M -$99.8K -1,026 -0.8%
GCA
331
Greenwood Capital Associates
South Carolina
$12.9M +$282K +2,895 +2%
TCM
332
Telos Capital Management
California
$12.7M +$216K +2,216 +2%
CAG
333
Crestwood Advisors Group
Massachusetts
$12.6M -$496K -5,100 -4%
AIM
334
Achmea Investment Management
Netherlands
$12.5M -$3.48M -35,801 -22%
LG
335
Leuthold Group
Minnesota
$12.5M +$34.2K +351 +0.3%
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$12.4M -$2.16M -22,217 -15%
Morgan Stanley
337
Morgan Stanley
New York
$12.4M +$15.7K +161 +0.1%
Bank Julius Baer & Co
338
Bank Julius Baer & Co
Switzerland
$12.2M +$3.88M +39,882 +47%
William Blair & Company
339
William Blair & Company
Illinois
$12.2M +$200K +2,058 +2%
GPSPJS
340
General Pension Society PZU Joint Stock
Poland
$12.1M – – –
BCI
341
Brinker Capital Investments
Pennsylvania
$12.1M – – –
Wealthfront Advisers
342
Wealthfront Advisers
California
$12M +$1.96M +20,124 +19%
Acadian Asset Management
343
Acadian Asset Management
Massachusetts
$12M -$16.4M -168,955 -58%
SC
344
Scotia Capital
Ontario, Canada
$12M +$297K +3,055 +3%
MLM
345
Mount Lucas Management
Pennsylvania
$12M -$845K -8,683 -7%
AMI
346
Amica Mutual Insurance
Rhode Island
$12M +$1.94M +19,983 +19%
B
347
Brightworth
Georgia
$12M +$42.4K +436 +0.4%
IG
348
ING Group
Netherlands
$11.9M -$34M -349,705 -74%
SAM
349
Securian Asset Management
Minnesota
$11.9M -$364K -3,739 -3%
BCM
350
BTC Capital Management
Iowa
$11.8M -$1.36M -13,992 -10%
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