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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 %
GIA
151
Gateway Investment Advisers
Ohio
$61.4M -$68.1K -700 -0.1%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$61.1M -$3.7M -38,000 -6%
M&T Bank
153
M&T Bank
New York
$59.7M -$600K -6,166 -1%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$58.9M +$294K +3,018 +0.5%
SO
155
STRS Ohio
Ohio
$58.3M -$5.13M -52,698 -8%
LCM
156
Laurion Capital Management
New York
$57.7M +$56.7M +583,163 +6,210%
LPL Financial
157
LPL Financial
California
$57M +$1.4M +14,351 +3%
Treasurer of the State of North Carolina
158
Treasurer of the State of North Carolina
North Carolina
$56M -$939K -9,650 -2%
Aviva
159
Aviva
United Kingdom
$54.7M -$166K -1,702 -0.3%
GF
160
Gabelli Funds
New York
$54.3M -$8.02M -82,400 -13%
PI
161
Putnam Investments
Massachusetts
$54M -$9.12M -93,688 -14%
TAM
162
Todd Asset Management
Kentucky
$53.3M -$5.93M -60,922 -10%
WFMPM
163
Woodley Farra Manion Portfolio Management
Indiana
$51.7M -$4.54M -46,706 -8%
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$51.2M +$4.89M +50,249 +11%
FWCM
165
Ferguson Wellman Capital Management
Oregon
$50.3M +$271K +2,780 +0.5%
AIG
166
American International Group
New York
$48.6M -$1.54M -15,863 -3%
Loomis, Sayles & Company
167
Loomis, Sayles & Company
Massachusetts
$48.4M +$87.9K +903 +0.2%
Royal London Asset Management
168
Royal London Asset Management
United Kingdom
$47.7M -$616K -6,327 -1%
KP
169
Kiltearn Partners
United Kingdom
$47.4M -$49.4M -507,300 -51%
BNP Paribas Asset Management
170
BNP Paribas Asset Management
France
$47.4M -$6.61M -67,957 -12%
OAM
171
Oppenheimer Asset Management
New York
$47.1M -$3.12M -32,048 -6%
CS
172
Candriam SCA
Luxembourg
$46.5M +$24.9M +255,745 +115%
SEI Investments
173
SEI Investments
Pennsylvania
$46M -$5.15M -52,782 -10%
ERSOT
174
Employees Retirement System of Texas
Texas
$45.7M +$4.55M +46,800 +11%
AIA
175
Avalon Investment & Advisory
Texas
$45M -$290K -2,984 -0.6%
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