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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 %
CIA
1251
Choate Investment Advisors
Massachusetts
$298K -$26.8K -275 -8%
SS
1252
Sunbelt Securities
Texas
$297K – – –
RIM
1253
Redwood Investment Management
Arizona
$297K +$297K +3,049 New
AWA
1254
Arete Wealth Advisors
Illinois
$296K -$9.87K -116 -3%
JCM
1255
Janney Capital Management
Pennsylvania
$294K – – –
VA
1256
Valmark Advisers
Ohio
$294K +$6.51K +67 +2%
NWA
1257
Navis Wealth Advisors
New York
$292K – – –
SOAMC
1258
Spirit of America Management Corp
New York
$292K – – –
ACM
1259
Avalon Capital Management
California
$292K +$292K +3,000 New
SIM
1260
SSI Investment Management
California
$290K – – –
MAM
1261
McLean Asset Management
Virginia
$289K +$26.5K +256 +10%
HCM
1262
Hall Capital Management
Rhode Island
$286K -$487 -5 -0.2%
RFM
1263
Royal Fund Management
Florida
$286K +$286K +2,944 New
ABC
1264
Associated Banc-Corp
Wisconsin
$284K -$27.3K -281 -9%
RI
1265
Ridgewood Investments
New Jersey
$283K -$284K -2,922 -50%
FNB
1266
Farmers National Bank
Kentucky
$282K +$282K +4,122 New
SBIA
1267
Sheaff Brock Investment Advisors
Indiana
$282K -$915K -9,399 -76%
TWM
1268
Tradition Wealth Management
Minnesota
$282K +$183K +1,886 +186%
GTAM
1269
Global Trust Asset Management
Florida
$282K +$282K +2,900 New
WA1
1270
Wimmer Associates 1
California
$281K – – –
EWM
1271
Empirical Wealth Management
Washington
$280K +$54.8K +563 +24%
FOA
1272
Five Oceans Advisors
California
$280K +$280K +2,877 New
LCM
1273
Leisure Capital Management
California
$279K – – –
ACA
1274
Atlas Capital Advisors
Wyoming
$279K +$14.6K +150 +6%
NSB
1275
Norway Savings Bank
Maine
$278K -$10.2K -105 -4%
49 50
51
52 53