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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 %
FFG
901
Fortem Financial Group
California
$891K +$487K +5,004 +120%
HPC
902
Hobart Private Capital
North Carolina
$890K -$55.6K -571 -6%
BSA
903
Bull Street Advisors
Georgia
$888K -$9.73K -100 -1%
CCM
904
Corsair Capital Management
New York
$885K -$24.3K -250 -3%
BB
905
Busey Bank
Illinois
$884K +$266K +2,731 +43%
SMFG
906
Sumitomo Mitsui Financial Group
Japan
$879K +$879K +8,825 New
SAM
907
Strategy Asset Managers
California
$877K -$3.31K -34 -0.4%
PAWC
908
P.A.W. Capital
Connecticut
$876K -$97.3K -1,000 -10%
OPPTF
909
OPSEU Pension Plan Trust Fund
Ontario, Canada
$876K -$1.97K -20 -0.2%
JWCA
910
J.W. Coons Advisors
Ohio
$876K +$20.9K +215 +2%
UM
911
Ulysses Management
New York
$876K +$876K +9,000 New
PI
912
Parkside Investments
Illinois
$875K -$583K -6,000 -40%
SFA
913
Sequoia Financial Advisors
Ohio
$873K -$1.49M -19,786 -63%
OWA
914
Outlook Wealth Advisors
Texas
$873K +$3.6K +37 +0.4%
ACM
915
Advisors Capital Management
New Jersey
$859K +$104K +1,067 +14%
FNFDCM
916
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$858K – – –
SB
917
Strategic Blueprint
Georgia
$857K -$30.7K -316 -3%
FAM
918
Fulcrum Asset Management
United Kingdom
$856K -$879K – –
III
919
Independent Investors Inc
New York
$848K +$48.6K +500 +6%
JFGIW
920
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$838K -$44K -452 -5%
BHBT
921
Burke & Herbert Bank & Trust
Virginia
$838K – – –
LB
922
Legacy Bridge
Iowa
$836K – – –
NVIM
923
New Vernon Investment Management
Illinois
$832K – – –
PHS
924
Pekin Hardy Strauss
Illinois
$831K +$152K +1,557 +22%
SDAM
925
Shulman DeMeo Asset Management
New York
$831K +$831K +8,535 New
35 36
37
38 39