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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
$930M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$513M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.15B
4
Goldman Sachs
Goldman Sachs
New York
$917M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.95B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.09B
2
BlackRock
BlackRock
New York
$11B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.21B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$39.3M
5
Franklin Resources
Franklin Resources
California
$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aristotle Capital Management
126
Aristotle Capital Management
California
$80.9M -$2.92K -30 -0%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$80M -$1.6M -16,486 -2%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$79.4M -$4.42M -45,459 -5%
RC
129
RBF Capital
California
$78.9M -$292K -3,000 -0.4%
RCM
130
RNC Capital Management
California
$75.6M -$34K -349 -0%
MIFH
131
Migdal Insurance & Financial Holdings
Israel
$74.7M -$39.2M -402,870 -34%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$74.2M +$9.1M +93,505 +14%
LFRG
133
Lazard Frères Gestion
France
$73.5M -$4.17M -42,890 -5%
BA
134
Bridgewater Associates
Connecticut
$73.1M +$15.3M +157,563 +27%
Swedbank
135
Swedbank
Sweden
$72.3M +$1.94M +19,919 +3%
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$72.1M -$13M -132,081 -15%
Two Sigma Investments
137
Two Sigma Investments
New York
$71.1M +$71.1M +730,282 New
Skandinaviska Enskilda Banken (SEB)
138
Skandinaviska Enskilda Banken (SEB)
Sweden
$69.7M +$1.62M +16,556 +2%
DnB Asset Management
139
DnB Asset Management
Norway
$69.6M -$3.69M -37,940 -5%
JCM
140
Junto Capital Management
New York
$69.5M -$58.6M -602,439 -46%
CI
141
Clal Insurance
Israel
$69.2M +$243K +2,500 +0.4%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$68.8M -$37.8M -388,857 -35%
ClearBridge Investments
143
ClearBridge Investments
New York
$68.5M +$8.75M +89,922 +15%
Asset Management One
144
Asset Management One
Japan
$68M -$3.98M -40,899 -6%
CPC
145
Cookson Peirce & Co
Pennsylvania
$67.6M +$516K +5,307 +0.8%
Aberdeen Group
146
Aberdeen Group
United Kingdom
$64.7M -$7.75K -79 -0%
FFM
147
Fullerton Fund Management
Singapore
$64.2M -$10.5M -107,921 -14%
CA
148
Capitolis Advisors
New York
$63.9M -$41.1M -405,717 -39%
Rafferty Asset Management
149
Rafferty Asset Management
New York
$63.7M -$13.2M -135,524 -17%
CAM
150
Crake Asset Management
United Kingdom
$62.1M +$17.8M +182,600 +40%
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