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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 %
IRF
551
IBM Retirement Fund
New York
$3.75M -$66.6K -684 -2%
VNIM
552
Vaughan Nelson Investment Management
Texas
$3.74M +$336K +3,457 +10%
LCM
553
Logan Capital Management
Pennsylvania
$3.7M +$233K +2,391 +7%
SPIA
554
Steward Partners Investment Advisory
New York
$3.69M +$109K +1,120 +3%
NIM
555
Northeast Investment Management
Massachusetts
$3.68M -$8.95K -92 -0.2%
YIH
556
Y-Intercept (HK)
Hong Kong
$3.66M +$3.66M +37,653 New
FA
557
FMA Advisory
Pennsylvania
$3.62M -$165K -1,693 -4%
AC
558
Allstate Corporation
Illinois
$3.57M -$264K -2,713 -7%
Verition Fund Management
559
Verition Fund Management
Connecticut
$3.56M +$3.56M +36,594 New
WAM
560
World Asset Management
Michigan
$3.53M -$349K -3,589 -9%
AIA
561
Affinity Investment Advisors
California
$3.52M -$59.6K -612 -2%
SWM
562
Sculati Wealth Management
Michigan
$3.49M -$60.3K -620 -2%
KIA
563
KCM Investment Advisors
California
$3.48M -$59.4K -611 -2%
GDP
564
Great Diamond Partners
Maine
$3.47M +$62.1K +638 +2%
AAS
565
Avantax Advisory Services
Texas
$3.46M +$504K +5,181 +17%
SP
566
Symmetry Partners
Connecticut
$3.41M – – –
SFI
567
Siemens Fonds Invest
Germany
$3.37M +$147K +1,508 +5%
HAI
568
Hennessy Advisors Inc
California
$3.36M -$146K -1,500 -4%
RIM
569
Redpoint Investment Management
Australia
$3.32M -$81.9K -842 -2%
CM
570
Capula Management
Cayman Islands
$3.32M +$2.29M +23,521 +223%
CK
571
Cohen Klingenstein
New York
$3.3M – – –
MYLI
572
Meiji Yasuda Life Insurance
Japan
$3.29M +$123K +1,266 +4%
Assenagon Asset Management
573
Assenagon Asset Management
Luxembourg
$3.26M +$1.28M +13,111 +64%
CIC
574
Chase Investment Counsel
Virginia
$3.25M -$164K -1,690 -5%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$3.22M +$28K +288 +0.9%
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