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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 %
PPW
826
Parcion Private Wealth
Washington
$1.2M -$1.74K -17 -0.1%
IMC Chicago
827
IMC Chicago
Illinois
$1.2M +$1.2M +12,343 New
MCM
828
MAI Capital Management
Ohio
$1.2M +$190K +1,954 +19%
LSAG
829
Lake Street Advisors Group
New Hampshire
$1.2M +$410K +4,215 +52%
SEC
830
Seven Eight Capital
New York
$1.19M -$1.91M -19,675 -62%
S
831
Seeyond
France
$1.19M +$718K +7,383 +151%
CAG
832
Csenge Advisory Group
Florida
$1.19M -$231K -2,334 -16%
UFF
833
USA Financial Formulas
Michigan
$1.19M +$1.14M +11,666 +1,971%
WT
834
Whittier Trust
California
$1.19M +$112K +1,147 +10%
WAP
835
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$14.6K +150 +1%
PGIM
836
Pacific Global Investment Management
California
$1.18M -$4.09K -42 -0.3%
SAM
837
Silvercrest Asset Management
New York
$1.17M -$2.04K -21 -0.2%
CPO
838
Cerity Partners OCIO
New York
$1.17M +$93.6K +961 +9%
SM
839
SG3 Management
Puerto Rico
$1.17M +$1.17M +12,000 New
QCG
840
Quadrant Capital Group
Ohio
$1.16M +$26.7K +274 +2%
PCA
841
Pallas Capital Advisors
Massachusetts
$1.16M -$151K -1,471 -12%
HBT
842
Hills Bank & Trust
Iowa
$1.15M -$37.4K -385 -3%
TCOT
843
Trust Company of Toledo
Ohio
$1.15M -$973 -10 -0.1%
GFP
844
Gryphon Financial Partners
Ohio
$1.15M +$155K +1,590 +16%
CCA
845
Childress Capital Advisors
Texas
$1.15M +$420K +4,360 +58%
BP
846
Ballentine Partners
Massachusetts
$1.14M -$4.47K -46 -0.4%
Capital Fund Management (CFM)
847
Capital Fund Management (CFM)
France
$1.14M +$1.14M +11,710 New
IC
848
Intersect Capital
California
$1.13M +$27.2K +280 +2%
TF
849
TLWM Financial
Texas
$1.13M +$47.1K +483 +4%
QI
850
Qtron Investments
Massachusetts
$1.13M +$431K +4,433 +62%
32 33
34
35 36