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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 %
CI
676
Capital International
California
$2.09M -$36.6K -376 -2%
P
677
Pitcairn
Pennsylvania
$2.09M -$978K -10,056 -32%
SSA
678
Schonfeld Strategic Advisors
New York
$2.09M -$6.05M -62,195 -74%
ANRIA
679
American National Registered Investment Advisor
Texas
$2.08M -$10.9K -112 -0.5%
MFM
680
MD Financial Management
Ontario, Canada
$2.07M -$974K -10,011 -32%
SC
681
SouthState Corp
Florida
$2.06M -$52.9K -544 -3%
IG
682
Inherent Group
New York
$2.06M – – –
TRCT
683
Tower Research Capital (TRC)
New York
$2.05M -$707K -7,263 -26%
TAM
684
Toscafund Asset Management
United Kingdom
$2.04M -$389K -4,000 -16%
DAM
685
Deltec Asset Management
New York
$2.04M – – –
BIM
686
Baldwin Investment Management
Pennsylvania
$2.03M -$83.5K -858 -4%
GAM
687
Griffin Asset Management
New York
$2.02M +$95.8K +985 +5%
VF
688
Virtu Financial
New York
$2.02M +$2.02M +20,717 New
VI
689
Vestcor Inc
New Brunswick, Canada
$2M -$303K -3,117 -13%
RE
690
RBC Europe
United Kingdom
$2M +$15K +154 +0.8%
PA
691
Profund Advisors
Maryland
$1.98M -$141K -1,453 -7%
AW
692
Alaethes Wealth
Nevada
$1.97M +$38K +391 +2%
CGL
693
Clarius Group LLC
Washington
$1.97M +$31.5K +324 +2%
UIA
694
UBP Investment Advisors
Switzerland
$1.95M – – –
CHC
695
City Holding Co
West Virginia
$1.94M +$754K +7,747 +64%
SC
696
Savant Capital
Illinois
$1.93M +$87K +894 +5%
AFM
697
Abbot Financial Management
Massachusetts
$1.93M -$19.5K -200 -1%
TI
698
Tidal Investments
Wisconsin
$1.9M +$570K +5,854 +43%
MI
699
Markston International
New York
$1.89M -$2.45M -25,231 -57%
CMTU
700
Capital Markets Trading (UK)
United Kingdom
$1.87M -$776K -7,793 -29%
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