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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 %
TC
426
TwinBeech Capital
New York
$7.2M -$203K -2,089 -3%
CIS
427
Connors Investor Services
Pennsylvania
$7.15M -$195K -2,000 -3%
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$7.12M +$547K +5,617 +8%
PI
429
PineBridge Investments
New York
$7.1M -$834K -8,569 -11%
LS
430
Livforsakringsbolaget Skandia
Sweden
$7M -$389K -4,000 -5%
Connor, Clark & Lunn Investment Management (CC&L)
431
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.95M -$17.3M -178,157 -71%
DADC
432
D.A. Davidson & Co
Montana
$6.95M -$321K -3,300 -4%
Cetera Investment Advisers
433
Cetera Investment Advisers
Illinois
$6.95M +$1.49M +17,656 +27%
GAB
434
German American Bancorp
Indiana
$6.91M +$189K +1,943 +3%
BA
435
Baugh & Associates
Georgia
$6.85M -$13.7K -141 -0.2%
PAG
436
Private Advisor Group
New Jersey
$6.83M +$2.91M +29,896 +74%
GCM
437
Gibraltar Capital Management
Oklahoma
$6.81M -$1.61M -16,533 -19%
CCA
438
Catalyst Capital Advisors
New York
$6.73M -$350K -3,600 -5%
CF
439
Copperwynd Financial
Arizona
$6.68M +$6.68M +68,666 New
LSA
440
L & S Advisors
California
$6.66M +$4.59M +47,191 +222%
OLA
441
Oliver Luxxe Assets
New Jersey
$6.64M +$69.2K +711 +1%
AWM
442
Avitas Wealth Management
California
$6.59M -$12.7K -131 -0.2%
OHIS
443
Oak Harvest Investment Services
Texas
$6.53M +$791K +8,131 +14%
JG
444
Jefferies Group
New York
$6.51M +$1.72M +17,705 +36%
EI
445
Ethic Inc
New York
$6.44M +$2.62M +26,892 +68%
CCM
446
CAAS Capital Management
New York
$6.4M +$6.4M +65,730 New
BPC
447
Banque Pictet & Cie
Switzerland
$6.38M -$380K -3,907 -6%
TI
448
Trexquant Investment
Connecticut
$6.36M +$5.51M +56,585 +642%
EIP
449
Easterly Investment Partners
Massachusetts
$6.36M -$16M -164,033 -72%
OSNBOA
450
Old Second National Bank of Aurora
Illinois
$6.36M -$65K -668 -1%
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