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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.

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 %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$183M +$55M +564,729 +43%
HIIFS
77
Harel Insurance Investments & Financial Services
Israel
$179M -$1.99M -20,434 -1%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$176M -$2.2M -22,930 -1%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$176M +$38.9M +399,341 +28%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$172M -$7.36M -75,616 -4%
Pzena Investment Management
81
Pzena Investment Management
New York
$171M -$63.7M -654,722 -27%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$167M +$588K +6,038 +0.4%
AIM
83
Alphinity Investment Management
Australia
$161M -$29.1M -298,562 -15%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$160M -$7.68M -78,938 -5%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$157M -$6.47M -66,500 -4%
Prudential Financial
86
Prudential Financial
New Jersey
$156M -$186M -1,905,797 -54%
CB
87
Commerce Bank
Missouri
$155M +$1.75M +18,023 +1%
RPI
88
Railway Pension Investments
United Kingdom
$153M +$5.76M +59,200 +4%
American Century Companies
89
American Century Companies
Missouri
$152M -$1.34M -13,762 -0.9%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$149M +$705K +7,245 +0.5%
Canada Life
91
Canada Life
Manitoba, Canada
$144M +$878K +8,962 +0.6%
Artisan Partners
92
Artisan Partners
Wisconsin
$144M -$1.45M -14,860 -1%
Westfield Capital Management
93
Westfield Capital Management
Massachusetts
$139M +$13.2M +136,156 +10%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$137M -$52.7M -524,819 -28%
TPI
95
Tesco Pension Investment
United Kingdom
$132M -$7.43M -76,405 -5%
Ninety One (UK)
96
Ninety One (UK)
United Kingdom
$130M -$65.2M -669,905 -33%
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$129M -$9.63M -98,911 -7%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$126M -$4.17M -42,897 -3%
EWM
99
Evercore Wealth Management
New York
$124M -$1.57M -16,128 -1%
EIP
100
Epoch Investment Partners
New York
$122M -$76.5M -785,642 -39%
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