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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 %
IA
976
IFG Advisors
Missouri
$675K +$141K +1,449 +26%
EWA
977
EP Wealth Advisors
California
$672K +$50.1K +514 +8%
FNBOH
978
First National Bank of Hutchinson
Kansas
$668K +$7.11K +73 +1%
JFGLC
979
Johnson Financial Group LLC (Colorado)
Colorado
$666K -$302K -3,110 -31%
EA
980
Emerald Advisors
Washington
$666K -$188K -1,930 -22%
DMBA
981
Deseret Mutual Benefit Administrators
Utah
$661K -$256K -2,630 -28%
KWM
982
Kingsview Wealth Management
Oregon
$659K +$126K +1,297 +24%
WPW
983
Waldron Private Wealth
Pennsylvania
$657K +$136K +1,403 +26%
ED
984
Exane Derivatives
France
$655K +$44.1K +453 +7%
PCG
985
Private Capital Group
Connecticut
$654K -$1.07K -11 -0.2%
CB
986
Community Bank
New York
$652K – – –
BBA
987
BLB&B Advisors
Pennsylvania
$652K +$202K +2,080 +45%
ICP
988
Interchange Capital Partners
Pennsylvania
$648K -$22.4K -230 -3%
AIA
989
Arbor Investment Advisors
North Carolina
$644K +$974 +10 +0.2%
HA
990
Harbor Advisors
Florida
$643K – – –
RCAG
991
Rehmann Capital Advisory Group
Michigan
$643K -$8.08K -83 -1%
AWM
992
Avior Wealth Management
Nebraska
$640K +$14.9K +153 +2%
SCM
993
SKBA Capital Management
California
$637K – – –
CBOR
994
Community Bank of Raymore
Missouri
$637K – – –
DWA
995
Douglass Winthrop Advisors
New York
$632K +$389 +4 +0.1%
PFGIA
996
Patriot Financial Group Insurance Agency
Massachusetts
$630K -$2.92K -30 -0.5%
LDB
997
Lee, Danner & Bass
Tennessee
$630K – – –
BC
998
Bridgefront Capital
Texas
$628K +$628K +6,452 New
ADL
999
Asset Dedication LLC
California
$627K +$4.07K +42 +0.7%
BFS
1000
Bard Financial Services
Connecticut
$627K +$38.9K +400 +7%
38 39
40
41 42