Morgan Stanley
1,586 hedge funds and large institutions have $149B invested in Morgan Stanley in 2021 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 555 increasing their positions, 660 reducing their positions, and 75 closing their positions.
80% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 75
10% more funds holding in top 10
Funds holding in top 10: 58 → 64 (+6)
3% more funds holding
Funds holding: 1,545 → 1,586 (+41)
4% more capital invested
Capital invested by funds: $144B → $149B (+$5.09B)
0.46% less ownership
Funds ownership: 84.25% → 83.79% (-0.46%)
16% less repeat investments, than reductions
Existing positions increased: 555 | Existing positions reduced: 660
47% less call options, than puts
Call options by funds: $2.57B | Put options by funds: $4.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$871M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$507M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$444M |
| 4 |
Goldman Sachs
New York
|
+$189M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.07B |
| 2 |
BlackRock
New York
|
-$726M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$474M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$335M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$269M |
MS Hedge Fund Activity: Q3 2021 in Review
1,586 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2021, worth a combined $149B — up 3.5% from $144B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new MS positions and 75 closed out — a net gain of 60 holders — while 555 added to existing stakes and 660 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $871M. The largest seller was JP Morgan Chase, cutting an estimated $1.07B.
- 1,586 institutional investors held Morgan Stanley (MS) as of Q3 2021, up from 1,545 in Q2 2021.
- Funds reported $149B of Morgan Stanley stock for Q3 2021, up 3.5% quarter-over-quarter.
- 135 funds opened new Morgan Stanley positions in Q3 2021 and 75 closed out, a net change of +60 holders.
- The largest Morgan Stanley buyer in Q3 2021 was Capital Research Global Investors, an estimated $871M added.
- The largest Morgan Stanley seller in Q3 2021 was JP Morgan Chase, an estimated $1.07B sold.
Based on aggregated 13F filings for Q3 2021.