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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 %
EH
951
Equitable Holdings
New York
$753K +$63.6K +654 +9%
WOC
952
West Oak Capital
California
$747K -$7.3K -75 -1%
GG
953
Gofen & Glossberg
Illinois
$744K +$27.6K +283 +4%
CH
954
Canton Hathaway
Rhode Island
$742K +$87.8K +902 +13%
ESCM
955
Echo Street Capital Management
New York
$739K +$495K +5,082 +203%
PWS
956
Precision Wealth Strategies
Missouri
$734K +$317K +3,252 +76%
OIM
957
Orca Investment Management
Oregon
$731K -$102K -1,052 -12%
RCIM
958
Red Cedar Investment Management
Michigan
$730K +$730K +7,501 New
SS
959
Simplicity Solutions
Minnesota
$725K +$227K +2,331 +46%
WA
960
WESPAC Advisors
California
$725K +$287K +2,951 +66%
MFG
961
Magnus Financial Group
New York
$724K +$4.57K +47 +0.6%
OPS
962
Orion Portfolio Solutions
Nebraska
$723K +$78.4K +805 +12%
KPW
963
Kore Private Wealth
New York
$722K +$93.4K +960 +15%
AMC
964
Asset Management Corp
Illinois
$721K +$1.07K +11 +0.1%
ALAM
965
Asahi Life Asset Management
Japan
$720K +$493K +5,070 +218%
VFA
966
Valeo Financial Advisors
Indiana
$718K +$97.1K +998 +16%
KFS
967
Kurt F. Somerville
$715K -$29.2K -300 -4%
HI
968
Hoey Investments
Pennsylvania
$709K -$341K -3,500 -32%
WF
969
Welch & Forbes
Massachusetts
$704K – – –
QT
970
Quantamental Technologies
New York
$696K +$696K +7,154 New
SM
971
Salzhauer Michael
$695K – – –
FMBTD
972
First Midwest Bank Trust Division
Illinois
$695K +$325K +3,332 +88%
JWCA
973
J.W. Cole Advisors
Florida
$689K +$83.2K +855 +14%
RR
974
Robotti Robert
$681K -$195K -2,000 -22%
LIG
975
Lokken Investment Group
Delaware
$678K -$26K -267 -4%
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