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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 %
Luther King Capital Management (LKCM)
926
Luther King Capital Management (LKCM)
Texas
$810K +$162K +1,670 +25%
EGA
927
E&G Advisors
Texas
$808K +$808K +8,301 New
FPCP
928
Fort Point Capital Partners
California
$807K +$32.1K +330 +4%
PCM
929
Pennsylvania Capital Management
Pennsylvania
$803K +$803K +7,890 New
PCP
930
Proficio Capital Partners
Massachusetts
$801K -$75K -771 -9%
EP
931
Eudaimonia Partners
Tennessee
$799K +$3.21K +33 +0.4%
AWE
932
Avidian Wealth Enterprises
Texas
$796K +$28K +288 +4%
GLA
933
Good Life Advisors
Pennsylvania
$795K +$76.6K +787 +11%
HIA
934
Harbor Investment Advisory
Maryland
$793K -$31.3K -322 -4%
KOCAA
935
Knights of Columbus Asset Advisors
Connecticut
$790K +$260K +2,668 +49%
PG
936
Pendal Group
Australia
$789K -$10M -103,003 -93%
AWM
937
Apollon Wealth Management
South Carolina
$786K +$398K +4,090 +102%
RSS
938
Rosenblum Silverman Sutton
California
$784K – – –
SRC
939
Shufro Rose & Co
New York
$778K +$7.3K +75 +0.9%
BJL
940
Brighton Jones LLC
Washington
$775K -$161K -1,650 -17%
ATPW
941
Ashton Thomas Private Wealth
Arizona
$774K +$11.8K +121 +2%
SQA
942
Simon Quick Advisors
New Jersey
$769K +$751K +7,718 +4,062%
RIG
943
Renaissance Investment Group
Massachusetts
$768K – – –
EN1L
944
Engine No 1 LLC
California
$765K +$303K +3,116 +66%
TPWA
945
TRUE Private Wealth Advisors
Oregon
$761K -$5.84K -60 -0.8%
PWLP
946
Prio Wealth Limited Partnership
Massachusetts
$760K -$32.9K -338 -4%
CIM
947
CIM Investment Management
Pennsylvania
$760K -$4.57K -47 -0.6%
MIC
948
Meridian Investment Counsel
California
$759K – – –
CWM
949
Circle Wealth Management
New Jersey
$758K -$1.46K -15 -0.2%
PTC
950
Private Trust Company
Ohio
$756K +$23K +236 +3%
36 37
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