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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
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 %
Fayez Sarofim & Co
51
Fayez Sarofim & Co
Texas
$331M -$565K -5,805 -0.2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$328M -$31.9M -328,256 -9%
Millennium Management
53
Millennium Management
New York
$320M +$25.5M +261,948 +9%
CS
54
Credit Suisse
Switzerland
$319M -$120M -1,232,342 -27%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$300M -$5.56M -57,149 -2%
AII
56
AGF Investments Inc
Ontario, Canada
$295M +$3.96M +40,737 +1%
Citigroup
57
Citigroup
New York
$287M -$25.6M -262,870 -8%
Nordea Investment Management
58
Nordea Investment Management
Sweden
$274M -$833K -8,358 -0.3%
OTPPB
59
Ontario Teachers' Pension Plan Board
Ontario, Canada
$270M -$113M -1,166,312 -30%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$268M -$48.2M -495,508 -15%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$267M -$4.34M -44,601 -2%
EVM
62
Eaton Vance Management
Massachusetts
$266M -$16.1M -166,874 -6%
CCM
63
Cullen Capital Management
New York
$261M -$26.3M -270,376 -9%
Citadel Advisors
64
Citadel Advisors
Florida
$250M +$109M +1,124,607 +78%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$241M -$5.09M -52,325 -2%
ATN
66
AMF Tjänstepension
Sweden
$236M +$26.1M +268,302 +12%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$227M -$11.5M -118,562 -5%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$221M -$2.96M -30,226 -1%
KBC Group
69
KBC Group
Belgium
$216M -$204M -2,100,755 -49%
FI
70
Focused Investors
California
$212M -$6.83M -70,200 -3%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$209M +$978K +10,046 +0.5%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$192M +$54.2M +556,820 +39%
First Trust Advisors
73
First Trust Advisors
Illinois
$192M -$12.8M -131,066 -6%
National Pension Service
74
National Pension Service
South Korea
$187M -$652K -6,704 -0.3%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$187M -$16.7M -171,197 -8%
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