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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 %
APWM
776
Atlas Private Wealth Management
New York
$1.39M +$33K +339 +2%
Fuller & Thaler Asset Management
777
Fuller & Thaler Asset Management
California
$1.39M -$97.3K -1,000 -7%
PA
778
Procyon Advisors
Connecticut
$1.39M +$37.2K +382 +3%
TAM
779
Trust Asset Management
Texas
$1.38M +$92.6K +952 +7%
DWM
780
Dakota Wealth Management
Florida
$1.38M +$73.1K +751 +6%
CCA
781
Checchi Capital Advisers
California
$1.37M +$23.9K +246 +2%
PCM
782
Parsons Capital Management
Rhode Island
$1.37M +$75.4K +775 +6%
MF
783
Magnetar Financial
Illinois
$1.37M +$1.37M +14,073 New
NEI
784
Northwest & Ethical Investments
Ontario, Canada
$1.37M -$89K -915 -6%
DM
785
Delphi Management
Massachusetts
$1.36M -$150K -1,542 -10%
CT
786
Coastline Trust
Rhode Island
$1.36M -$97.8K -1,005 -7%
OHU
787
Odey Holdings (UK)
United Kingdom
$1.36M +$588K +6,043 +76%
ST
788
Somerset Trust
Pennsylvania
$1.36M +$98.7K +1,015 +8%
SCI
789
S&CO Inc
Massachusetts
$1.35M – – –
CA
790
Cetera Advisors
Colorado
$1.35M +$306K +3,147 +29%
EM
791
Excalibur Management
Massachusetts
$1.34M -$584 -6 -0%
AJ
792
Ashburton (Jersey)
Jersey
$1.34M +$15.1K +155 +1%
IA
793
Icon Advisers
Colorado
$1.32M – – –
SIM
794
Sentry Investment Management
Wisconsin
$1.32M -$24.5K -252 -2%
SFM
795
Systematic Financial Management
New Jersey
$1.31M – – –
CFG
796
Citizens Financial Group
Rhode Island
$1.31M +$714K +7,337 +119%
IRC
797
Investors Research Corp
Georgia
$1.31M – – –
AWM
798
Altium Wealth Management
New York
$1.3M +$165K +1,695 +14%
SWM
799
SeaCrest Wealth Management
New York
$1.3M -$15.4K -158 -1%
Lido Advisors
800
Lido Advisors
California
$1.3M +$539K +5,536 +71%
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