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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 %
TA
651
Townsend & Associates
Colorado
$2.3M +$2.53K +26 +0.1%
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$2.3M -$62.8K -645 -3%
ACP
653
Arcus Capital Partners
Georgia
$2.29M -$822K -8,445 -26%
AI
654
AXS Investments
New York
$2.29M +$2.29M +23,538 New
MOS
655
MGO One Seven
Ohio
$2.28M -$61.1K -594 -3%
XT
656
XTX Topco
Cayman Islands
$2.28M +$2.28M +23,462 New
CC
657
Courier Capital
New York
$2.28M -$26.3K -270 -1%
WIS
658
Wright Investors Service
Connecticut
$2.28M -$7.79K -80 -0.3%
NERM
659
New England Research & Management
Illinois
$2.26M +$136K +1,400 +6%
TH
660
TCTC Holdings
Texas
$2.25M +$225K +2,315 +11%
AF
661
Advisornet Financial
Minnesota
$2.25M +$836K +8,593 +59%
ASN
662
Advisory Services Network
Georgia
$2.23M +$320K +3,291 +17%
CG
663
Caprock Group
Idaho
$2.2M +$452K +4,645 +26%
AIC
664
Argus Investors Counsel
New York
$2.19M -$2.64M -27,180 -55%
Lazard Asset Management
665
Lazard Asset Management
New York
$2.19M -$1.4M -14,363 -39%
IAN
666
Integrated Advisors Network
Texas
$2.16M -$4.23M -43,491 -66%
CICI
667
Capital Investment Counsel Inc
North Carolina
$2.15M -$38.8K -399 -2%
CAM
668
Cacti Asset Management
Georgia
$2.14M – – –
DLG
669
Daniel L. Goodwin
$2.14M – – –
UH
670
Unigestion Holding
Switzerland
$2.12M -$656K -6,586 -24%
SWM
671
Spire Wealth Management
Virginia
$2.12M +$182K +1,867 +9%
GAM
672
Gotham Asset Management
New York
$2.12M +$349K +3,583 +20%
ER
673
Enlightenment Research
Florida
$2.12M +$2.12M +21,768 New
SM
674
Sciencast Management
New Jersey
$2.1M +$2.1M +21,613 New
HAG
675
HighPoint Advisor Group
Illinois
$2.1M -$73.7K -757 -3%
25 26
27
28 29