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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 %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$121M -$8.38M -85,898 -6%
RJA
102
Raymond James & Associates
Florida
$120M -$8.91M -91,581 -7%
FMI
103
Factory Mutual Insurance
Massachusetts
$119M -$4.78M -49,100 -4%
Stifel Financial
104
Stifel Financial
Missouri
$116M -$4.43M -45,501 -4%
Robeco Institutional Asset Management
105
Robeco Institutional Asset Management
Netherlands
$116M -$16M -164,597 -12%
FAM
106
Fred Alger Management
New York
$112M -$23.9M -245,967 -18%
ZIG
107
Zurich Insurance Group
Switzerland
$110M -$17.1M -175,978 -13%
Retirement Systems of Alabama
108
Retirement Systems of Alabama
Alabama
$109M -$6.43M -66,029 -6%
SSM
109
Sound Shore Management
Connecticut
$108M -$12.4M -127,582 -10%
DLA
110
Douglas Lane & Associates
New York
$107M -$3.01M -30,894 -3%
ASC
111
Atalanta Sosnoff Capital
New York
$106M -$39.1M -401,744 -27%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$106M -$17.5M -179,654 -14%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$105M -$1.33M -13,625 -1%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$105M -$600K -6,169 -0.6%
Truist Financial
115
Truist Financial
North Carolina
$99.7M +$2.26M +23,272 +2%
EC
116
Eminence Capital
New York
$99.3M -$129M -1,330,588 -57%
Public Sector Pension Investment Board (PSP Investments)
117
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$96.7M +$15.6K +160 +0%
PAM
118
Panagora Asset Management
Massachusetts
$96.3M +$18.3M +187,858 +23%
SIM
119
Sadoff Investment Management
Wisconsin
$95M -$3.44M -35,334 -3%
PAMS
120
Pictet Asset Management (Switzerland)
Switzerland
$93.6M +$93.6M +961,698 New
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$90.9M -$2.72M -27,941 -3%
Victory Capital Management
122
Victory Capital Management
Texas
$90.8M -$4.51M -46,371 -5%
CCMG
123
Clark Capital Management Group
Pennsylvania
$89.1M -$6.94M -71,332 -7%
Calamos Advisors
124
Calamos Advisors
Illinois
$88.1M +$3.41M +35,078 +4%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$87.7M -$5.08M -52,205 -5%
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5
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