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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.

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
1
Capital Research Global Investors
California
$930M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$513M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.15B
4
Goldman Sachs
4
Goldman Sachs
New York
$917M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.95B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.09B
2
BlackRock
2
BlackRock
New York
$11B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.21B
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$39.3M
5
Franklin Resources
5
Franklin Resources
California
$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$917M +$186M +1,911,640 +25%
Invesco
27
Invesco
Georgia
$892M -$213M -2,190,818 -19%
GQG Partners
28
GQG Partners
Florida
$762M +$58.8M +603,958 +8%
Charles Schwab
29
Charles Schwab
California
$689M -$7.4M -76,094 -1%
Fidelity International
30
Fidelity International
Bermuda
$625M -$94.6M -972,212 -13%
UBS AM
31
UBS AM
Illinois
$565M +$16.2M +166,857 +3%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$565M +$164K +1,681 +0%
UBS Group
33
UBS Group
Switzerland
$540M -$1.55M -15,921 -0.3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$532M +$37.1M +381,705 +8%
Wells Fargo
35
Wells Fargo
California
$524M -$12.1M -124,726 -2%
PPA
36
Parametric Portfolio Associates
Washington
$515M +$12.2M +125,825 +2%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$513M +$512M +5,115,272 +841,328%
Barclays
38
Barclays
United Kingdom
$512M +$94M +966,133 +22%
Franklin Resources
39
Franklin Resources
California
$480M -$264M -2,717,684 -36%
Capital World Investors
40
Capital World Investors
California
$479M +$1.09M +11,243 +0.2%
LSV Asset Management
41
LSV Asset Management
Illinois
$477M -$25M -256,867 -5%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$464M -$24.8M -255,237 -5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$406M -$27.5M -282,814 -6%
Deutsche Bank
44
Deutsche Bank
Germany
$369M +$11.6M +119,417 +3%
Macquarie Group
45
Macquarie Group
Australia
$363M -$21.9M -225,124 -6%
Principal Financial Group
46
Principal Financial Group
Iowa
$362M -$1.45M -14,916 -0.4%
Allianz Asset Management
47
Allianz Asset Management
Germany
$355M -$67.1M -689,418 -16%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$354M +$33.1M +340,437 +10%
Amundi
49
Amundi
France
$336M -$24.2M -248,328 -7%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$335M -$22.6M -232,740 -6%
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