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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 %
FFBTD
1151
First Financial Bank - Trust Division
Ohio
$400K -$1.85K -19 -0.5%
PIM
1152
Perpetual Investment Management
Australia
$399K – – –
CWM
1153
Curi Wealth Management
North Carolina
$399K +$97 +1 +0%
FWM
1154
Frontier Wealth Management
Missouri
$398K +$398K +4,087 New
SMA
1155
Sage Mountain Advisors
Georgia
$397K +$2.82K +29 +0.7%
KA
1156
Kovack Advisors
Florida
$397K +$20.4K +210 +5%
H
1157
HoyleCohen
California
$396K +$292 +3 +0.1%
CWA
1158
Canvas Wealth Advisors
Kansas
$396K +$4.87K +50 +1%
PNC
1159
Park National Corp
Ohio
$394K -$53.6K -551 -12%
BFG
1160
Berger Financial Group
Minnesota
$394K +$44.1K +453 +13%
AIM
1161
Anchor Investment Management
South Carolina
$393K +$97.3K +1,000 +33%
DWM
1162
Destination Wealth Management
California
$392K – – –
FAIM
1163
Financial Advocates Investment Management
Washington
$391K -$1.4M -14,351 -78%
RM
1164
Resource Management
Louisiana
$391K +$391K +4,015 New
GIA
1165
GHP Investment Advisors
Colorado
$390K – – –
PFWA
1166
Paces Ferry Wealth Advisors
Georgia
$389K -$137K -1,408 -26%
WCA
1167
Westover Capital Advisors
Delaware
$389K – – –
HI
1168
Hudock Inc
Pennsylvania
$388K +$83.7K +861 +28%
AF
1169
Allworth Financial
California
$388K +$132K +1,357 +52%
CIC
1170
Cornercap Investment Counsel
Georgia
$387K -$1.18M -12,123 -75%
RWA
1171
Redhawk Wealth Advisors
Minnesota
$382K +$9.74K +100 +3%
MFG
1172
MidWestOne Financial Group
Iowa
$381K -$48.6K -500 -11%
AWG
1173
Altus Wealth Group
Colorado
$381K +$1.75K +18 +0.5%
GD
1174
Grandfield & Dodd
New York
$380K +$12.2K +125 +3%
CWM
1175
Cornerstone Wealth Management
Missouri
$380K +$112K +1,154 +42%
45 46
47
48 49