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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
+$855M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$512M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$436M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.05B
2
BlackRock
BlackRock
New York
-$713M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$466M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$329M
5
Franklin Resources
Franklin Resources
California
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
401
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.3M +$2.21M +22,700 +36%
Brown Advisory
402
Brown Advisory
Maryland
$8.28M -$85.7K -881 -1%
BS
403
Banco Santander
Spain
$8.24M -$1.16M -11,966 -12%
JWM
404
Jupiter Wealth Management
Colorado
$8.22M -$709K -7,247 -8%
TCM
405
Twin Capital Management
Pennsylvania
$8.14M -$991K -10,180 -11%
Nomura Holdings
406
Nomura Holdings
Japan
$8.13M +$5.77M +62,371 +245%
JWBC
407
J.W. Burns & Co
New York
$8.03M -$72.5K -745 -0.9%
FCBT
408
First Citizens Bank & Trust
North Carolina
$8.01M +$114K +1,175 +1%
Pacer Advisors
409
Pacer Advisors
Pennsylvania
$7.97M -$1.42M -14,588 -15%
DLCIG
410
D.L. Carlson Investment Group
New Hampshire
$7.95M +$1.36K +14 +0%
IC
411
IEQ Capital
California
$7.94M +$115K +1,191 +1%
FNBOO
412
First National Bank of Omaha
Nebraska
$7.88M -$1.03M -10,596 -12%
CCG
413
Ceeto Capital Group
Florida
$7.88M -$494K -5,080 -6%
CAL
414
Capital Analysts LLC
Pennsylvania
$7.73M -$94.8K -974 -1%
DA
415
Duality Advisers
Florida
$7.7M +$4.3M +44,158 +126%
AP
416
Appleton Partners
Massachusetts
$7.69M +$1.2M +12,365 +19%
SSG
417
Summit Securities Group
New York
$7.58M +$4.75M +48,801 +168%
WIA
418
Westbourne Investment Advisors
Maryland
$7.55M -$143K -1,470 -2%
KAS
419
Kestra Advisory Services
Texas
$7.45M +$411K +4,225 +6%
ACM
420
AlphaCrest Capital Management
New York
$7.44M +$3.93M +40,354 +112%
Capstone Investment Advisors
421
Capstone Investment Advisors
New York
$7.44M +$7.44M +76,422 New
GL
422
Gemsstock Ltd
United Kingdom
$7.3M -$3.85M -39,600 -35%
LSWM
423
Lorne Steinberg Wealth Management
Canada
$7.29M -$27.2K -280 -0.4%
KPCM
424
Kings Point Capital Management
New York
$7.28M +$576K +5,922 +9%
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
$7.25M +$3.6M +36,996 +99%
15 16
17
18 19