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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 %
BWAM
1226
Boyd Watterson Asset Management
Ohio
$316K -$681 -7 -0.2%
EL
1227
EMFO LLC
Florida
$316K – – –
BMO
1228
Beck Mack & Oliver
New York
$316K +$72.9K +750 +30%
BS
1229
Boenning & Scattergood
Pennsylvania
$315K -$3.89K -40 -1%
NB
1230
NBT Bank
New York
$312K – – –
PB
1231
Pinnacle Bancorp
Nebraska
$312K +$21.9K +225 +8%
SOW
1232
State of Wyoming
Wyoming
$311K -$107K -1,100 -26%
IWP
1233
Icon Wealth Partners
Texas
$311K -$104K -1,063 -25%
HFM
1234
Harvest Fund Management
China
$309K – – –
WTC
1235
WhitTier Trust Company
Nevada
$309K +$13.1K +135 +4%
SIA
1236
SkyView Investment Advisors
New Jersey
$308K -$10.1K -104 -3%
JSL
1237
JT Stratford LLC
Georgia
$308K -$1.65K -17 -0.5%
GI
1238
Gradient Investments
Minnesota
$308K +$37K +380 +14%
EFM
1239
E Fund Management
China
$308K +$308K +3,162 New
Jones Financial Companies
1240
Jones Financial Companies
Missouri
$307K -$3.79K -39 -1%
JWM
1241
JGP Wealth Management
Oregon
$307K – – –
BC
1242
Bartlett & Co
Ohio
$306K -$347K -3,562 -53%
AP
1243
Americana Partners
Texas
$306K +$306K +3,147 New
BCWM
1244
Bartlett & Co Wealth Management
Ohio
$306K -$347K -3,562 -53%
CT
1245
Chicago Trust
Illinois
$305K – – –
TW
1246
TrinityPoint Wealth
Connecticut
$304K +$30.8K +317 +11%
AIC
1247
Ameritas Investment Company
Nebraska
$304K +$249K +2,553 +449%
GG
1248
Golden Green
South Carolina
$303K – – –
EBA
1249
Eagle Bay Advisors
New York
$303K +$145K +1,480 +91%
PAM
1250
Private Asset Management
California
$300K – – –
48 49
50
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