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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 %
TSWM
801
Triangle Securities Wealth Management
North Carolina
$1.3M -$33.1K -340 -2%
1SB
802
1ST Source Bank
Indiana
$1.3M – – –
AIM
803
Aigen Investment Management
New York
$1.3M +$1.3M +13,303 New
FB
804
Fulton Bank
Pennsylvania
$1.29M +$15.3K +157 +1%
LWAM
805
Legacy Wealth Asset Management
Minnesota
$1.28M -$35.6K -366 -3%
PWM
806
Perigon Wealth Management
California
$1.28M +$8.46K +87 +0.7%
5L
807
55I LLC
Massachusetts
$1.28M +$1.02M +10,439 +390%
MSCM
808
McElhenny Sheffield Capital Management
Texas
$1.28M +$1.28M +13,100 New
AC
809
Abbrea Capital
California
$1.27M +$101K +1,035 +9%
HCM
810
Howland Capital Management
Massachusetts
$1.26M – – –
CC
811
Centiva Capital
New York
$1.26M -$46.9K -482 -4%
FFA
812
Freedman Financial Associates
Massachusetts
$1.26M – – –
4WM
813
44 Wealth Management
Oregon
$1.26M -$334K -3,436 -21%
WWM
814
Windsor Wealth Management
Indiana
$1.26M +$41.5K +419 +3%
HI
815
Harbour Investments
Wisconsin
$1.26M +$459K +4,716 +58%
BAM
816
Berkshire Asset Management
Pennsylvania
$1.24M +$11.1K +114 +0.9%
TMAM
817
Tokio Marine Asset Management
Japan
$1.24M +$145K +1,493 +13%
ANTB
818
AMG National Trust Bank
Colorado
$1.23M -$42.9K -441 -3%
SACTSONJ
819
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.23M – – –
DAM
820
Delta Asset Management
Tennessee
$1.23M +$2.63K +27 +0.2%
DWT
821
Dorsey & Whitney Trust
South Dakota
$1.22M -$2.14K -22 -0.2%
DA
822
DCF Advisers
Connecticut
$1.22M -$973K -10,000 -44%
FNT
823
First National Trust
Pennsylvania
$1.22M -$37.7K -387 -3%
PWP
824
Principle Wealth Partners
Connecticut
$1.21M -$71K -730 -6%
DT
825
Diversified Trust
Tennessee
$1.21M -$371K -3,818 -24%
31 32
33
34 35