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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 %
MHC
451
Meyer Handelman Company
New York
$6.18M – – –
CCM
452
Cinctive Capital Management
New York
$6.18M +$4.31M +44,326 +231%
AIP
453
Ameritas Investment Partners
Nebraska
$6.17M +$53.2K +547 +0.9%
MAM
454
Meeder Asset Management
Ohio
$6.16M +$97K +997 +2%
BCV
455
Banque Cantonale Vaudoise
Switzerland
$6.16M +$907K +9,324 +17%
OC
456
Oppenheimer & Co
New York
$6.15M -$436K -4,475 -7%
Wolverine Trading
457
Wolverine Trading
Illinois
$6.14M -$4.8M -48,196 -44%
SW
458
SVB Wealth
Massachusetts
$6.13M -$39.3K -404 -0.6%
SG Americas Securities
459
SG Americas Securities
New York
$6.11M +$2.48M +25,502 +68%
ISB
460
Iowa State Bank
Iowa
$6.02M +$12.6K +129 +0.2%
NAM
461
NorthCoast Asset Management
Connecticut
$5.96M -$1.85M -18,996 -24%
SFM
462
Signet Financial Management
New Jersey
$5.93M +$5.93M +60,905 New
GT
463
Glenview Trust
Kentucky
$5.87M – – –
CBT
464
Central Bank & Trust
Kentucky
$5.86M +$2.17M +22,320 +59%
CNC
465
Canandaigua National Corp
New York
$5.82M -$1.85K -19 -0%
WFG
466
Wills Financial Group
Virginia
$5.74M +$74.9K +770 +1%
CTC
467
Central Trust Company
Missouri
$5.68M +$1.48M +15,168 +35%
CP
468
Cumberland Partners
Ontario, Canada
$5.6M +$933K +9,586 +20%
Walleye Trading
469
Walleye Trading
New York
$5.55M +$5.55M +57,023 New
AF
470
Alerus Financial
North Dakota
$5.53M -$61.4K -631 -1%
MIA
471
MainStreet Investment Advisors
Illinois
$5.51M -$411K -4,223 -7%
EE
472
EWG Elevate
California
$5.48M +$5.48M +56,312 New
1IA
473
1834 Investment Advisors
Wisconsin
$5.4M -$11.1K -114 -0.2%
GCP
474
GSA Capital Partners
United Kingdom
$5.34M +$3.86M +39,700 +261%
CM
475
Caption Management
Oklahoma
$5.33M +$5.33M +54,800 New
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