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Morgan Stanley
MS

1,585 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, 553 increasing their positions, 662 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 75

10% more funds holding in top 10

Funds holding in top 10: 58 → 64 (+6)

3% more funds holding

Funds holding: 1,545 → 1,585 (+40)

3% more capital invested

Capital invested by funds: $144B → $149B (+$4.9B)

0.57% less ownership

Funds ownership: 84.36% → 83.79% (-0.57%)

16% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 662

47% less call options, than puts

Call options by funds: $2.57B | Put options by funds: $4.82B

Holders
1,585
Holders Change
+40
Holders Change %
+2.59%
% of All Funds
27.74%
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
553
Reduced
662
Closed
75
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$871M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$507M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$444M
4
Goldman Sachs
Goldman Sachs
New York
+$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$165M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.07B
2
BlackRock
BlackRock
New York
-$726M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$474M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$335M
5
Franklin Resources
Franklin Resources
California
-$269M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
776
Amica Retiree Medical Trust
Rhode Island
$1.41M -$299K -3,020 -17%
DI
777
Diligent Investors
California
$1.4M – – –
Wealth Enhancement Advisory Services
778
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$1.34M +13,507 New
APWM
779
Atlas Private Wealth Management
New York
$1.39M +$33.6K +339 +2%
Fuller & Thaler Asset Management
780
Fuller & Thaler Asset Management
California
$1.39M -$99.1K -1,000 -7%
PA
781
Procyon Advisors
Connecticut
$1.39M +$37.8K +382 +3%
TAM
782
Trust Asset Management
Texas
$1.38M +$94.3K +952 +7%
DWM
783
Dakota Wealth Management
Florida
$1.38M +$74.4K +751 +6%
CCA
784
Checchi Capital Advisers
California
$1.37M +$24.4K +246 +2%
PCM
785
Parsons Capital Management
Rhode Island
$1.37M +$76.8K +775 +6%
MF
786
Magnetar Financial
Illinois
$1.37M +$1.39M +14,073 New
NEI
787
Northwest & Ethical Investments
Ontario, Canada
$1.37M -$90.7K -915 -6%
DM
788
Delphi Management
Massachusetts
$1.36M -$153K -1,542 -10%
CT
789
Coastline Trust
Rhode Island
$1.36M -$99.6K -1,005 -7%
OHU
790
Odey Holdings (UK)
United Kingdom
$1.36M +$599K +6,043 +76%
ST
791
Somerset Trust
Pennsylvania
$1.35M +$101K +1,015 +8%
SCI
792
S&CO Inc
Massachusetts
$1.35M – – –
CA
793
Cetera Advisors
Colorado
$1.35M +$312K +3,147 +29%
EM
794
Excalibur Management
Massachusetts
$1.34M -$594 -6 -0%
AJ
795
Ashburton (Jersey)
Jersey
$1.33M +$15.4K +155 +1%
IA
796
Icon Advisers
Colorado
$1.32M – – –
SIM
797
Sentry Investment Management
Wisconsin
$1.32M -$25K -252 -2%
SFM
798
Systematic Financial Management
New Jersey
$1.31M – – –
CFG
799
Citizens Financial Group
Rhode Island
$1.31M +$727K +7,337 +119%
IRC
800
Investors Research Corp
Georgia
$1.31M – – –
30 31
32
33 34

MS Hedge Fund Activity: Q3 2021 in Review

1,585 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2021, worth a combined $149B — up 3.4% from $144B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MS positions and 75 closed out — a net gain of 59 holders — while 553 added to existing stakes and 662 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $871M. The largest seller was JP Morgan Chase, cutting an estimated $1.07B.

  • 1,585 institutional investors held Morgan Stanley (MS) as of Q3 2021, up from 1,545 in Q2 2021.
  • Funds reported $149B of Morgan Stanley stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 134 funds opened new Morgan Stanley positions in Q3 2021 and 75 closed out, a net change of +59 holders.
  • The largest Morgan Stanley buyer in Q3 2021 was Capital Research Global Investors, an estimated $871M added.
  • The largest Morgan Stanley seller in Q3 2021 was JP Morgan Chase, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2021.