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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 %
MCM
1201
Marathon Capital Management
Maryland
$350K -$683 -7 -0.2%
BWCS
1202
Beirne Wealth Consulting Services
Connecticut
$350K – – –
RIA
1203
Realta Investment Advisors
Delaware
$350K +$87.2K +896 +33%
HCMT
1204
Highland Capital Management (Tennessee)
Tennessee
$350K +$350K +3,600 New
CB
1205
CNB Bank
Pennsylvania
$349K -$28.6K -294 -8%
PK
1206
Pflug Koory
Nebraska
$346K – – –
SCM
1207
SOL Capital Management
Maryland
$343K – – –
YCMGA
1208
York Capital Management Global Advisors
New York
$342K -$3.98M -40,835 -92%
RCC
1209
Red Cedar Capital
Nebraska
$341K – – –
HWA
1210
Heritage Wealth Advisors
Virginia
$341K +$389 +4 +0.1%
RTS
1211
Round Table Services
New Jersey
$338K +$36K +370 +12%
FIA
1212
Foundations Investment Advisors
Arizona
$336K -$185K -1,863 -35%
ZIM
1213
Zacks Investment Management
Illinois
$336K +$336K +3,452 New
IIC
1214
Integrated Investment Consultants
Michigan
$335K +$26.8K +275 +9%
KWMG
1215
King Wealth Management Group
Florida
$335K +$335K +3,445 New
SF
1216
Summit Financial
New Jersey
$334K +$334K +3,435 New
Financial Engines Advisors
1217
Financial Engines Advisors
California
$327K +$15.9K +164 +5%
BFA
1218
Bragg Financial Advisors
North Carolina
$324K – – –
GL
1219
Graypoint LLC
New York
$323K -$23.8K -244 -7%
TFCP
1220
Twin Focus Capital Partners
Massachusetts
$322K +$875 +9 +0.3%
AI
1221
ArchPoint Investors
Florida
$322K +$322K +3,311 New
VFPI
1222
Vantage Financial Partners (Illinois)
Illinois
$321K +$19.5K +200 +6%
BBNA
1223
Bremer Bank National Association
Minnesota
$319K +$41K +420 +15%
MAFM
1224
Mid Atlantic Financial Management
Pennsylvania
$318K -$3.21K -33 -1%
HHGA
1225
Halbert Hargrove Global Advisors
California
$317K -$1.46K -15 -0.5%
47 48
49
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