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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 %
PCM
476
Prelude Capital Management
New York
$5.21M -$1.44M -14,831 -22%
HVIA
477
Hudson Valley Investment Advisors
New York
$5.14M +$285K +2,930 +6%
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$5.09M -$5.28M -54,291 -51%
NG
479
NWK Group
California
$5.08M +$108K +1,105 +2%
BBI
480
Baxter Bros Inc
Connecticut
$5.07M +$25.3K +260 +0.5%
Marshall Wace
481
Marshall Wace
United Kingdom
$5.07M -$12.7M -130,300 -71%
AI
482
Atria Investments
North Carolina
$5.06M -$337K -3,468 -6%
Winslow Capital Management
483
Winslow Capital Management
Minnesota
$5.04M -$3.92M -40,316 -44%
CIG
484
Consolidated Investment Group
Colorado
$5.02M – – –
AP
485
Advisor Partners
California
$5M -$213K -2,188 -4%
BFPW
486
BOK Financial Private Wealth
Colorado
$5M +$56.2K +578 +1%
SI
487
Stephens Inc
Arkansas
$4.98M -$443K -4,553 -8%
EGM
488
Engineers Gate Manager
New York
$4.94M -$1.53M -15,703 -24%
PSP
489
Principal Street Partners
Tennessee
$4.91M -$1.35M -13,890 -22%
RIM
490
Regent Investment Management
Kentucky
$4.88M -$76.4K -785 -2%
DBT
491
Dubuque Bank & Trust
Iowa
$4.87M -$227K -2,332 -4%
WTB
492
Washington Trust Bank
Washington
$4.87M – – –
Tudor Investment Corp
493
Tudor Investment Corp
Connecticut
$4.85M +$3.42M +35,192 +241%
OAMG
494
Odey Asset Management Group
United Kingdom
$4.81M – – –
NB
495
Norinchukin Bank
Japan
$4.8M +$390K +4,011 +9%
ERWM
496
Elk River Wealth Management
Colorado
$4.76M +$169K +1,738 +4%
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.75M +$363K +3,728 +8%
FHB
498
First Hawaiian Bank
Hawaii
$4.73M -$631K -6,485 -12%
CCP
499
Corient Capital Partners
California
$4.73M -$38.8K -399 -0.8%
AFG
500
Albion Financial Group
Utah
$4.69M +$3.11K +32 +0.1%
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