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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 %
LOAMS
876
Lombard Odier Asset Management (Switzerland)
Switzerland
$999K -$412K -4,575 -29%
IIC
877
Ironwood Investment Counsel
Arizona
$996K +$92.5K +951 +10%
UCFA
878
United Capital Financial Advisors
Texas
$988K -$65.1K -669 -6%
AWM
879
Accurate Wealth Management
Florida
$985K -$379K -2,817 -28%
LWIC
880
Leith Wheeler Investment Counsel
British Columbia, Canada
$983K -$1.95K -20 -0.2%
MMPW
881
Mitchell McLeod Pugh & Williams
Alabama
$974K -$122K -1,250 -11%
OR
882
Olympiad Research
Connecticut
$974K +$203K +2,082 +26%
SM
883
Southport Management
Wyoming
$973K -$243K -2,500 -20%
AHC
884
Adell Harriman & Carpenter
Texas
$969K +$851K +8,750 +721%
QP
885
Quilter Plc
United Kingdom
$959K +$303K +3,116 +46%
HH
886
Hilltop Holdings
Texas
$954K -$55.9K -575 -6%
DC
887
Davenport & Co
Virginia
$950K +$370K +3,801 +64%
BCM
888
Brookstone Capital Management
Illinois
$946K +$183K +1,856 +24%
BFS
889
Bradley Foster & Sargent
Connecticut
$938K +$17.7K +182 +2%
QTM
890
qPULA Trading Management
New York
$936K +$936K +9,619 New
VWM
891
Venturi Wealth Management
Texas
$932K -$122K -1,252 -12%
FHA
892
First Horizon Advisors
Tennessee
$927K +$26.1K +269 +3%
TC
893
Trilogy Capital
California
$924K -$4.38K -45 -0.5%
WCM
894
Washburn Capital Management
Florida
$923K +$172K +1,770 +23%
Two Sigma Advisers
895
Two Sigma Advisers
New York
$922K +$922K +9,474 New
TCOV
896
Trust Company of Vermont
Vermont
$917K -$3.89K -40 -0.4%
SW
897
SteelPeak Wealth
California
$915K -$419K -4,303 -31%
FWIA
898
Fort Washington Investment Advisors
Ohio
$906K -$8.86K -91 -1%
ST
899
Smithfield Trust
Pennsylvania
$901K -$30.9K -318 -3%
SG
900
Stonnington Group
California
$900K -$70K -700 -7%
34 35
36
37 38