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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 %
Baird Financial Group
351
Baird Financial Group
Wisconsin
$11.8M +$7.59M +77,954 +179%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$11.7M +$616K +6,326 +6%
X
353
Xponance
Pennsylvania
$11.6M -$829K -8,522 -7%
GIM
354
Grassi Investment Management
California
$11.6M – – –
SCM
355
Shelton Capital Management
Colorado
$11.6M -$573K -5,885 -5%
Jane Street
356
Jane Street
New York
$11.3M -$10.2M -105,308 -47%
HR
357
Howe & Rusling
New York
$11.2M +$196K +2,010 +2%
ATC
358
Argent Trust Co
Tennessee
$11.1M -$21.4K -220 -0.2%
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$11M -$167K -1,713 -1%
MML Investors Services
360
MML Investors Services
Massachusetts
$11M +$52.5K +540 +0.5%
QT
361
Quantbot Technologies
New York
$10.8M +$10.8M +110,785 New
CAC
362
Core Alternative Capital
Georgia
$10.7M -$44K -452 -0.4%
Creative Planning
363
Creative Planning
Kansas
$10.7M +$555K +5,708 +5%
SG
364
Swarthmore Group
Pennsylvania
$10.7M – – –
DJSG
365
D.J. St. Germain
Massachusetts
$10.4M -$351K -3,602 -3%
CCMT
366
CMT Capital Markets Trading
Germany
$10.4M +$9.5M +95,474 +1,060%
MSRPS
367
Maryland State Retirement & Pension System
Maryland
$10.4M -$136K -1,367 -1%
BCM
368
Becker Capital Management
Oregon
$10.3M +$61.7K +634 +0.6%
M
369
MOTCO
Texas
$10.1M -$749K -7,697 -7%
PSUF
370
People's United Financial
Connecticut
$9.93M +$19.3K +198 +0.2%
MA
371
Montag & Associates
Georgia
$9.88M -$152K -1,567 -2%
FLPIM
372
F.L. Putnam Investment Management
Massachusetts
$9.88M -$30.9K -318 -0.3%
TSW
373
Thompson Siegel & Walmsley
Virginia
$9.81M +$1.46M +15,000 +17%
MFS
374
Mirabella Financial Services
United Kingdom
$9.8M +$7.86M +80,771 +406%
Hudson Bay Capital Management
375
Hudson Bay Capital Management
Connecticut
$9.73M -$2.43M -25,001 -20%
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