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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 %
AFA
626
Abacus FCF Advisors
Florida
$2.58M – – –
HCCM
627
Hudson Canyon Capital Management
New York
$2.57M -$95.4K -980 -4%
PAS
628
Park Avenue Securities
New York
$2.57M +$84K +863 +3%
GWM
629
Geneos Wealth Management
Colorado
$2.56M +$236K +2,381 +10%
FTDI
630
First Trust Direct Indexing
Massachusetts
$2.56M +$145K +1,492 +6%
CCT
631
Chemung Canal Trust
New York
$2.55M -$4.62M -47,475 -64%
Koshinski Asset Management
632
Koshinski Asset Management
Illinois
$2.54M +$959K +9,856 +61%
SLI
633
Sumitomo Life Insurance
Japan
$2.53M -$107K -1,098 -4%
CTI
634
Community Trust & Investment
Kentucky
$2.5M +$1.6M +16,411 +177%
IA
635
IndexIQ Advisors
New York
$2.49M +$99.3K +1,020 +4%
BRWA
636
B. Riley Wealth Advisors
Florida
$2.47M +$57.4K +592 +2%
GWM
637
Greenwich Wealth Management
Connecticut
$2.46M -$15.4K -158 -0.6%
IAA
638
Independent Advisor Alliance
North Carolina
$2.45M +$440K +4,523 +22%
XWM
639
Xcel Wealth Management
Florida
$2.45M +$938K +9,636 +62%
IA
640
IFG Advisory
Georgia
$2.43M +$243K +2,495 +11%
PMA
641
Prudent Man Advisors
Illinois
$2.43M -$31K -319 -1%
AAM
642
Aureus Asset Management
Massachusetts
$2.4M +$2.4M +24,641 New
Kovitz Investment Group Partners
643
Kovitz Investment Group Partners
Illinois
$2.38M +$1.95K +20 +0.1%
SF
644
Synovus Financial
Georgia
$2.37M -$722K -7,417 -23%
GIA
645
Gladstone Institutional Advisory
Florida
$2.35M +$855K +8,789 +57%
AWM
646
AE Wealth Management
Kansas
$2.35M +$5.84K +60 +0.2%
LNC
647
Lincoln National Corp
Pennsylvania
$2.35M +$399K +4,156 +20%
CANC
648
Culbertson A N & Co
Virginia
$2.33M -$88K -905 -4%
TPCW
649
TD Private Client Wealth
New York
$2.31M -$1.68M -17,287 -42%
TYCC
650
Texas Yale Capital Corp
Florida
$2.3M +$26.8K +275 +1%
24 25
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