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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 %
EFS
726
Essex Financial Services
Connecticut
$1.61M +$1.17M +12,036 +268%
CFB
727
Cullen/Frost Bankers
Texas
$1.59M -$60.4K -621 -4%
BPCA
728
Bank Pictet & Cie (Asia)
Singapore
$1.59M +$8.95K +92 +0.6%
GWSG
729
GPS Wealth Strategies Group
Colorado
$1.59M -$99.8K -1,026 -6%
WPC
730
White Pine Capital
Minnesota
$1.58M – – –
MMC
731
Mizuho Markets Cayman
Cayman Islands
$1.58M +$1.28M +13,188 +434%
DCM
732
Decatur Capital Management
Georgia
$1.57M -$1.85M -19,041 -54%
OAM
733
Oak Asset Management
California
$1.57M +$4.06K +40 +0.3%
HI
734
HBK Investments
Texas
$1.57M -$1.69M -17,382 -52%
CSM
735
CAMG Solamere Management
North Carolina
$1.56M +$221K +2,265 +16%
GF
736
Gries Financial
Ohio
$1.56M -$152K -1,560 -9%
SFG
737
SevenBridge Financial Group
Pennsylvania
$1.55M -$39.2K -403 -2%
CIP
738
Convergence Investment Partners
Florida
$1.55M -$844K -8,674 -35%
SWP
739
Stratos Wealth Partners
Ohio
$1.54M +$23.4K +241 +2%
IWC
740
Integrated Wealth Concepts
Massachusetts
$1.54M +$335K +3,441 +28%
IB
741
Intrust Bank
Kansas
$1.53M +$33.3K +342 +2%
FCI
742
Financial Counselors Inc
Kansas
$1.52M +$584K +5,998 +62%
DPIM
743
Duff & Phelps Investment Management
Illinois
$1.51M -$36.5K -375 -2%
IIM
744
Intact Investment Management
Quebec, Canada
$1.51M -$117K -1,200 -7%
MC
745
Moors & Cabot
Massachusetts
$1.5M -$45.3K -603 -3%
NL
746
NVWM LLC
Pennsylvania
$1.49M -$270K -2,780 -15%
BOH
747
Bank of Hawaii
Hawaii
$1.48M -$373K -3,833 -20%
NFC
748
Northeast Financial Consultants
Connecticut
$1.48M +$474K +4,877 +47%
CIA
749
Capital Investment Advisors
Georgia
$1.47M +$170K +1,750 +13%
PCIA
750
Prime Capital Investment Advisors
Kansas
$1.46M -$4.84M -49,754 -77%
28 29
30
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