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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 %
JWM
1576
Janiczek Wealth Management
Colorado
$2K +$857 +9 +75%
VCWA
1577
Vanguard Capital Wealth Advisors
Colorado
$1.1K -$223 -2,290 -17%
BBHC
1578
Brown Brothers Harriman & Co
New York
$1.03K -$10 -99 -0.9%
NFSG
1579
Newbridge Financial Services Group
Florida
$1K -$1.92K -23 -66%
MWA
1580
Marshall Wace Asia
Hong Kong
– -$208M -2,263,572 Closed
SIG
1581
Senator Investment Group
New York
– -$68.8M -750,000 Closed
Holocene Advisors
1582
Holocene Advisors
New York
– -$55.8M -608,188 Closed
MCM
1583
Moore Capital Management
New York
– -$50.4M -550,000 Closed
Alyeska Investment Group
1584
Alyeska Investment Group
Illinois
– -$30.3M -330,475 Closed
PP
1585
Prudential plc
United Kingdom
– -$25.8M -281,721 Closed
Balyasny Asset Management
1586
Balyasny Asset Management
Illinois
– -$23.4M -255,688 Closed
DA
1587
DSC Advisors
Illinois
– -$17.7M -193,520 Closed
GC
1588
Gillson Capital
Illinois
– -$16.7M -181,970 Closed
B
1589
BP
United Kingdom
– -$16.4M -178,545 Closed
CC
1590
Carlson Capital
Texas
– -$16.3M -177,257 Closed
NONA
1591
Ninety One North America
New York
– -$7.52M -82,062 Closed
CM
1592
Crestline Management
Texas
– -$6.88M -75,000 Closed
NLGIA
1593
Nippon Life Global Investors Americas
New York
– -$5.79M -63,190 Closed
FC
1594
Full18 Capital
Connecticut
– -$5.51M -60,103 Closed
MME
1595
Meag Munich Ergo
Germany
– -$4.48M -48,897 Closed
PE
1596
Point72 Europe
United Kingdom
– -$3.18M -34,700 Closed
DTL
1597
Dynamic Technology Lab
Singapore
– -$2.76M -30,072 Closed
AF
1598
Ally Financial
Michigan
– -$2.75M -30,000 Closed
SFI
1599
Susquehanna Fundamental Investments
Pennsylvania
– -$2.68M -29,179 Closed
SC
1600
Sovarnum Capital
New York
– -$2.06M -22,500 Closed
62 63
64
65 66