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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 %
CHAM
1076
Clear Harbor Asset Management
Connecticut
$482K – – –
CCM
1077
Coldstream Capital Management
Washington
$480K -$2.02M -41,689 -81%
LNB
1078
Ledyard National Bank
$480K -$9.24K -95 -2%
IA
1079
IFP Advisors
Florida
$479K -$54.5K -558 -10%
XSC
1080
X-Square Capital
Puerto Rico
$479K +$7.59K +78 +2%
EW
1081
Evoke Wealth
California
$478K -$18.9K -194 -4%
WFI
1082
West Family Investments
California
$478K +$16.9K +174 +4%
APA
1083
American Portfolios Advisors
New York
$477K -$199K -2,042 -29%
CAIMH
1084
Central Asset Investments & Management Holdings
Hong Kong
$476K +$476K +4,900 New
EHWM
1085
Eads & Heald Wealth Management
Georgia
$474K +$49.1K +505 +12%
MMA
1086
Miracle Mile Advisors
California
$473K +$21.4K +220 +5%
WW
1087
Waterfront Wealth
Kansas
$471K +$97.3K +1,000 +26%
EB
1088
Eastern Bank
Massachusetts
$470K -$50.1K -515 -10%
PCM
1089
Perritt Capital Management
Illinois
$470K – – –
WSCM
1090
Wellington Shields Capital Management
New York
$470K +$168K +1,725 +56%
GA
1091
Geller Advisors
New York
$469K -$8.27K -85 -2%
RIL
1092
Rothschild Investment LLC
Illinois
$467K – – –
OFW
1093
Omnia Family Wealth
Florida
$467K +$185K +1,900 +66%
FCH
1094
Freestone Capital Holdings
Washington
$466K +$225K +2,311 +93%
FIM
1095
Freedom Investment Management
Connecticut
$465K -$117K -1,207 -20%
CCC
1096
Chelsea Counsel Company
California
$465K – – –
KA
1097
KLCM Advisors
Wisconsin
$465K – – –
SG
1098
StoneX Group
New York
$464K -$97.8K -1,005 -17%
MG
1099
Mather Group
Illinois
$462K +$584 +6 +0.1%
BCM
1100
Brown Capital Management
Maryland
$461K -$221K -2,275 -32%
42 43
44
45 46