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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 %
S
701
SignatureFD
Georgia
$1.86M +$362K +3,719 +24%
BDF
702
Balasa Dinverno & Foltz
$1.85M +$74.2K +763 +4%
EFSCE
703
Enterprise Financial Services Corp (EFSC)
Missouri
$1.85M +$1.56M +16,021 +541%
WHG
704
Westwood Holdings Group
Texas
$1.82M -$60.1K -617 -3%
RBA
705
Richard Bernstein Advisors
New York
$1.79M – – –
EF
706
Empirical Finance
Pennsylvania
$1.79M +$98.7K +1,014 +6%
SAI
707
Systematic Alpha Investments
New Jersey
$1.78M +$1.78M +17,326 New
TCM
708
Teza Capital Management
Illinois
$1.77M -$2.71M -27,865 -61%
WSFS
709
Wilmington Savings Fund Society
Delaware
$1.77M -$372K -3,825 -17%
WANY
710
Wealthspire Advisors (New York)
New York
$1.76M +$1.42M +14,626 +426%
TIA
711
Tiemann Investment Advisors
California
$1.76M -$9.73K -100 -0.6%
IFWM
712
Institute for Wealth Management
Colorado
$1.76M +$247K +2,537 +16%
AC
713
Asio Capital
Kentucky
$1.75M +$125K +1,285 +8%
UFG
714
United Fire Group
Iowa
$1.75M +$1.75M +18,000 New
CG
715
Cutler Group
California
$1.73M -$5.72M -58,826 -77%
KPWS
716
Kestra Private Wealth Services
Texas
$1.73M -$204K -2,096 -11%
CG
717
Colony Group
Massachusetts
$1.71M +$1.19M +12,192 +229%
TIA
718
Trust Investment Advisors
Indiana
$1.7M -$14.6K -150 -0.9%
VIA
719
Vident Investment Advisory
Georgia
$1.69M -$178K -1,825 -10%
AIM
720
Acropolis Investment Management
Missouri
$1.67M +$86.4K +898 +5%
WA
721
WestEnd Advisors
North Carolina
$1.65M -$1.56M – –
Boston Partners
722
Boston Partners
Massachusetts
$1.65M -$329K -3,382 -17%
BPA
723
Beacon Pointe Advisors
California
$1.64M +$189K +1,946 +13%
OAM
724
Optimal Asset Management
California
$1.62M +$1.95K +20 +0.1%
HIP
725
HUB Investment Partners
Texas
$1.61M +$1.61M +16,540 New
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