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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 %
VMPIC
576
Varma Mutual Pension Insurance Co
Finland
$3.2M – – –
VRS
577
Virginia Retirement Systems
Virginia
$3.16M -$23.5M -241,100 -88%
WJWM
578
Williams Jones Wealth Management
New York
$3.15M -$3.89K -40 -0.1%
VLKIM
579
Van Lanschot Kempen Investment Management
Netherlands
$3.14M -$954K -9,808 -23%
LD
580
Lipe & Dalton
New York
$3.14M -$16.9K -174 -0.5%
SPC
581
Sigma Planning Corp
Michigan
$3.13M +$1.33M +13,713 +74%
PWMG
582
Pinnacle Wealth Management Group
Michigan
$3.11M -$122K -1,250 -4%
CMO
583
Covenant Multifamily Offices
Texas
$3.09M – – –
CII
584
Capital International Inc
California
$3.06M -$368K -3,779 -11%
DAS
585
Dynamic Advisor Solutions
Arizona
$3.06M +$98.6K +1,013 +3%
CAN
586
Cetera Advisor Networks
California
$3.05M +$374K +3,890 +14%
GT
587
Greenleaf Trust
Michigan
$3.04M +$100K +1,029 +3%
PFO
588
Pathstone Family Office
New Jersey
$2.98M +$21.7K +223 +0.7%
SAM
589
Shell Asset Management
Netherlands
$2.97M -$71K -730 -2%
Cerity Partners
590
Cerity Partners
New York
$2.94M -$178K -1,832 -6%
FM
591
Foster & Motley
Ohio
$2.93M -$117K -1,201 -4%
MWNA
592
Marshall Wace North America
New York
$2.92M -$8.38M -86,087 -74%
GFA
593
Gifford Fong Associates
California
$2.92M – – –
IUHSA
594
Itau Unibanco Holding S.A.
Brazil
$2.92M +$2.91M +29,890 +27,173%
BPM
595
Bowling Portfolio Management
Ohio
$2.91M -$5.94K -61 -0.2%
ECM
596
Everence Capital Management
Indiana
$2.91M – – –
MYAM
597
Meiji Yasuda Asset Management
Japan
$2.9M -$200K -2,058 -6%
PA
598
Parallel Advisors
California
$2.89M +$103K +1,058 +4%
RFC
599
Regions Financial Corp
Alabama
$2.88M -$63.3K -651 -2%
BONH
600
Bank of New Hampshire
New Hampshire
$2.88M – – –
22 23
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