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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 %
MCM
526
Mitchell Capital Management
Kansas
$4.15M +$191K +1,959 +5%
KWA
527
KCS Wealth Advisory
California
$4.12M -$146K -1,504 -3%
HAIM
528
Hunter Associates Investment Management
Pennsylvania
$4.11M +$176K +1,808 +4%
MAM
529
Morse Asset Management
Connecticut
$4.11M +$516K +5,300 +14%
MC
530
MRJ Capital
New York
$4.08M -$210K -2,161 -5%
DA
531
DCM Advisors
New York
$4.07M +$3.32M +34,072 +440%
VAS
532
Vestmark Advisory Solutions
Massachusetts
$4.05M -$446K -4,584 -10%
TAM
533
Tocqueville Asset Management
New York
$4.05M -$409K -4,206 -9%
CS
534
Comerica Securities
Michigan
$4.04M +$861K +8,850 +27%
LM
535
Lincluden Management
Ontario, Canada
$3.96M -$322K -3,313 -8%
TC
536
TownSquare Capital
Utah
$3.96M +$507K +5,215 +15%
Los Angeles Capital Management
537
Los Angeles Capital Management
California
$3.95M +$199K +2,040 +5%
TU
538
TDAM USA
Ontario, Canada
$3.95M -$5.41M -55,574 -58%
KFP
539
KMG Fiduciary Partners
Ohio
$3.94M +$2.35M +24,150 +148%
KIG
540
Kessler Investment Group
Indiana
$3.93M +$3.93M +40,371 New
PP
541
Patten & Patten
Tennessee
$3.92M -$111K -1,136 -3%
GT
542
Glenmede Trust
Pennsylvania
$3.92M -$216K -2,223 -5%
CAM
543
Cresset Asset Management
Illinois
$3.91M +$1.04M +10,663 +36%
MCM
544
Maltese Capital Management
New York
$3.89M -$11.9M -122,515 -75%
CM
545
Castleark Management
Illinois
$3.82M – – –
CA
546
CastleArk Alternatives
Illinois
$3.82M +$3.82M +39,200 New
ET
547
Equitable Trust
Tennessee
$3.8M +$65.1K +669 +2%
TGAM
548
TBH Global Asset Management
Tennessee
$3.79M +$273K +2,802 +8%
BC
549
Brookfield Corp
Ontario, Canada
$3.77M -$10.1M -103,949 -73%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.75M -$23.7K -244 -0.6%
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