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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 %
NRS
501
Neville Rodie & Shaw
New York
$4.65M +$110K +1,127 +2%
NO
502
Ninety One
South Africa
$4.6M -$52.5K -531 -1%
SW
503
SkyOak Wealth
Michigan
$4.6M -$17.3K -178 -0.4%
HT
504
Heritage Trust
Oklahoma
$4.57M -$241K -2,480 -5%
MFA
505
Mayflower Financial Advisors
Massachusetts
$4.51M +$21K +206 +0.5%
V
506
Veritable
Delaware
$4.47M +$12.9K +133 +0.3%
TCA
507
Transcend Capital Advisors
New Jersey
$4.46M +$266K +2,573 +6%
MWM
508
Modera Wealth Management
New Jersey
$4.45M -$447K -4,590 -9%
DS
509
DRW Securities
Illinois
$4.44M +$4.05M +41,656 +1,050%
KJHP
510
K.J. Harrison & Partners
Ontario, Canada
$4.44M -$979K -10,000 -18%
RAM
511
Roanoke Asset Management
New Jersey
$4.41M – – –
BIMC
512
Benson Investment Management Company
Virginia
$4.39M -$1.19M -12,215 -21%
IMRF
513
Illinois Municipal Retirement Fund
Illinois
$4.37M – – –
HW
514
Hancock Whitney
Mississippi
$4.34M +$782K +8,034 +22%
IFAM
515
Institutional & Family Asset Management
Colorado
$4.31M -$357K -3,671 -8%
CI
516
Cigna Investments
Connecticut
$4.29M -$169K -1,740 -4%
JIC
517
Joel Isaacson & Co
New York
$4.29M -$19K -195 -0.4%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$4.25M -$94.7K -973 -2%
FA
519
FDx Advisors
Illinois
$4.24M -$579K -5,946 -12%
HT
520
HAP Trading
New York
$4.24M -$1.02M -10,446 -19%
DCM
521
Donaldson Capital Management
Indiana
$4.21M +$118K +1,210 +3%
ADBIC
522
A.D. Beadell Investment Counsel
Wisconsin
$4.2M – – –
LFAS
523
Level Four Advisory Services
Texas
$4.19M -$381K -3,911 -8%
HNB
524
Huntington National Bank
Ohio
$4.19M +$101K +1,037 +2%
USCWA
525
U.S. Capital Wealth Advisors
Texas
$4.16M +$4.16M +42,762 New
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