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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 %
CMANY
751
Capital Management Associates (New York)
New York
$1.46M – – –
LCH
752
Lee Capital Holdings
New York
$1.46M +$1.46M +15,000 New
ICG
753
InterOcean Capital Group
Tennessee
$1.46M +$107K +1,102 +8%
CF
754
Centaurus Financial
California
$1.46M -$87.3K -897 -6%
MWM
755
Meridian Wealth Management
Kentucky
$1.46M -$16.1K -165 -1%
CI
756
Conning Inc
Connecticut
$1.44M -$212K -2,178 -13%
BHB
757
Bank Hapoalim BM
Israel
$1.44M -$36.5K -375 -2%
SCA
758
Snowden Capital Advisors
New York
$1.43M -$146K -1,497 -9%
AFS
759
Aft Forsyth & Sober
Florida
$1.43M +$19.5K +200 +1%
MP
760
McDonald Partners
Ohio
$1.43M -$118K -1,218 -8%
CWM
761
Calamos Wealth Management
Illinois
$1.43M -$27.6K -284 -2%
KA
762
Kintegral Advisory
New York
$1.43M – – –
AIS
763
AM Investment Strategies
Tennessee
$1.42M +$8.17K +84 +0.6%
LIM
764
Leavell Investment Management
Alabama
$1.42M +$302K +3,105 +27%
KNW
765
Kesler Norman & Wride
Utah
$1.42M -$105K -1,076 -7%
EP
766
Edgestream Partners
New Jersey
$1.42M -$543K -5,577 -28%
WS
767
Wedbush Securities
California
$1.42M -$138K -1,420 -9%
LC
768
Lavaca Capital
Texas
$1.42M +$973 +10 +0.1%
BCM
769
Bluefin Capital Management
New York
$1.41M -$4.07M -41,807 -74%
FF
770
FourThought Financial
Florida
$1.41M -$216K -2,222 -13%
PCH
771
PGIM Custom Harvest
New Jersey
$1.41M +$29K +298 +2%
BCM
772
Brasada Capital Management
Texas
$1.41M +$24.8K +255 +2%
ARMT
773
Amica Retiree Medical Trust
Rhode Island
$1.41M -$294K -3,020 -17%
DI
774
Diligent Investors
California
$1.4M – – –
Wealth Enhancement Advisory Services
775
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$1.4M +13,507 New
29 30
31
32 33