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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 %
BU
376
BBVA USA
Alabama
$9.61M -$919K -9,447 -9%
AAM
377
Advisors Asset Management
Colorado
$9.55M +$1.92M +19,702 +25%
CA
378
Cornerstone Advisors
North Carolina
$9.54M – – –
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$9.48M -$253K -2,600 -3%
EDRH
380
Edmond de Rothschild Holding
Switzerland
$9.47M -$782K -8,032 -8%
EMPI
381
Elo Mutual Pension Insurance
Finland
$9.46M -$160K -1,648 -2%
DY
382
Dowling & Yahnke
California
$9.36M -$93.8K -964 -1%
WPIC
383
White Pine Investment Company
Michigan
$9.36M -$589K -6,050 -6%
FNBT
384
FineMark National Bank & Trust
Florida
$9.3M +$254K +2,615 +3%
Point72 Asset Management
385
Point72 Asset Management
Connecticut
$9.07M -$13.6M -139,500 -60%
ACM
386
Atika Capital Management
New York
$9.03M +$9.03M +92,800 New
BAMF
387
BI Asset Management Fondsmaeglerselskab
Denmark
$9M -$13.1M -135,130 -59%
TC
388
Telemus Capital
Michigan
$8.98M +$86.9K +893 +1%
AAIM
389
American Assets Investment Management
California
$8.95M – – –
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$8.85M -$185K -1,900 -2%
Simplex Trading
391
Simplex Trading
Illinois
$8.83M +$1.26M +13,746 +17%
NIP
392
Nicholas Investment Partners
California
$8.76M – – –
Credit Agricole
393
Credit Agricole
France
$8.62M -$4.66M -47,900 -35%
PFS
394
Prospera Financial Services
Texas
$8.57M -$1.01M -10,328 -10%
SMDAM
395
Sumitomo Mitsui DS Asset Management
Japan
$8.49M -$262K -2,692 -3%
ACP
396
Ashfield Capital Partners
California
$8.49M +$44.8K +460 +0.5%
MIG
397
McGuire Investment Group
Rhode Island
$8.41M +$43.4K +446 +0.5%
KRS
398
Kentucky Retirement Systems
Kentucky
$8.38M -$53.1K -546 -0.6%
YIA
399
YHB Investment Advisors
Connecticut
$8.36M – – –
SMG
400
Spectrum Management Group
Indiana
$8.36M +$2.88M +29,640 +53%
14 15
16
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