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Morgan Stanley
MS

1,585 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, 553 increasing their positions, 662 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 134 | 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 → 1,585 (+40)

3% more capital invested

Capital invested by funds: $144B → $149B (+$4.9B)

0.57% less ownership

Funds ownership: 84.36% → 83.79% (-0.57%)

16% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 662

47% less call options, than puts

Call options by funds: $2.57B | Put options by funds: $4.82B

Holders
1,585
Holders Change
+40
Holders Change %
+2.59%
% of All Funds
27.74%
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
553
Reduced
662
Closed
75
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$871M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$507M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$444M
4
Goldman Sachs
Goldman Sachs
New York
+$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$165M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.07B
2
BlackRock
BlackRock
New York
-$726M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$474M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$335M
5
Franklin Resources
Franklin Resources
California
-$269M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
526
Huntington National Bank
Ohio
$4.19M +$103K +1,037 +2%
USCWA
527
U.S. Capital Wealth Advisors
Texas
$4.16M +$4.24M +42,762 New
MCM
528
Mitchell Capital Management
Kansas
$4.15M +$194K +1,959 +5%
KWA
529
KCS Wealth Advisory
California
$4.12M -$149K -1,504 -3%
HAIM
530
Hunter Associates Investment Management
Pennsylvania
$4.11M +$179K +1,808 +4%
MAM
531
Morse Asset Management
Connecticut
$4.11M +$525K +5,300 +14%
MC
532
MRJ Capital
New York
$4.08M -$214K -2,161 -5%
DA
533
DCM Advisors
New York
$4.07M +$3.38M +34,072 +440%
VAS
534
Vestmark Advisory Solutions
Massachusetts
$4.05M -$454K -4,584 -10%
TAM
535
Tocqueville Asset Management
New York
$4.05M -$417K -4,206 -9%
CS
536
Comerica Securities
Michigan
$4.04M +$877K +8,850 +27%
LM
537
Lincluden Management
Ontario, Canada
$3.96M -$328K -3,313 -8%
TC
538
TownSquare Capital
Utah
$3.96M +$517K +5,215 +15%
Los Angeles Capital Management
539
Los Angeles Capital Management
California
$3.95M +$202K +2,040 +5%
TU
540
TDAM USA
Ontario, Canada
$3.95M -$5.51M -55,574 -58%
KFP
541
KMG Fiduciary Partners
Ohio
$3.94M +$2.39M +24,150 +148%
KIG
542
Kessler Investment Group
Indiana
$3.93M +$4M +40,371 New
PP
543
Patten & Patten
Tennessee
$3.92M -$113K -1,136 -3%
GT
544
Glenmede Trust
Pennsylvania
$3.92M -$220K -2,223 -5%
CAM
545
Cresset Asset Management
Illinois
$3.91M +$1.06M +10,663 +36%
MCM
546
Maltese Capital Management
New York
$3.89M -$12.1M -122,515 -75%
CM
547
Castleark Management
Illinois
$3.81M – – –
CA
548
CastleArk Alternatives
Illinois
$3.81M +$3.88M +39,200 New
ET
549
Equitable Trust
Tennessee
$3.79M +$66.3K +669 +2%
TGAM
550
TBH Global Asset Management
Tennessee
$3.79M +$278K +2,802 +8%
20 21
22
23 24

MS Hedge Fund Activity: Q3 2021 in Review

1,585 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2021, worth a combined $149B — up 3.4% from $144B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MS positions and 75 closed out — a net gain of 59 holders — while 553 added to existing stakes and 662 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.

  • 1,585 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 3.4% quarter-over-quarter.
  • 134 funds opened new Morgan Stanley positions in Q3 2021 and 75 closed out, a net change of +59 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.