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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 %
CA
1301
Continuum Advisory
Idaho
$260K +$3.99K +41 +2%
FFA
1302
First Foundation Advisors
California
$259K +$5.74K +59 +2%
BCP
1303
Berkeley Capital Partners
Georgia
$258K -$39.9K -409 -13%
GCC
1304
Game Creek Capital
Massachusetts
$255K -$121K -1,250 -32%
PIA
1305
Powell Investment Advisors
Florida
$255K +$1.75K +18 +0.7%
WCM
1306
Wedge Capital Management
North Carolina
$253K -$13.1K -135 -5%
SAM
1307
Sompo Asset Management
Japan
$253K – – –
AA
1308
Argent Advisors
Louisiana
$251K -$13.6K -140 -5%
RMAM
1309
Raab & Moskowitz Asset Management
New Jersey
$251K – – –
KFGK
1310
Keystone Financial Group (Kentucky)
Kentucky
$251K +$2.92K +30 +1%
AWA
1311
Aaron Wealth Advisors
Illinois
$250K +$13.9K +143 +6%
UF
1312
Univest Financial
Pennsylvania
$249K +$4.87K +50 +2%
SGI
1313
Summit Global Investments
Utah
$249K +$4.86K +50 +2%
CIS
1314
Capital International Sarl
California
$248K -$19.4K -199 -7%
TC
1315
Tatro Capital
Kentucky
$248K -$5.55K -57 -2%
RPSA
1316
Richard P. Slaughter Associates
Texas
$247K -$1.8M -18,546 -88%
MFG
1317
Menard Financial Group
Texas
$247K +$247K +2,540 New
BO
1318
Bank OZK
Arkansas
$246K -$29.2K -300 -11%
CW
1319
CreativeOne Wealth
Kansas
$245K +$21.3K +218 +9%
CQS
1320
Credential Qtrade Securities
$245K -$40.8K -419 -14%
BOPW
1321
Brandywine Oak Private Wealth
Pennsylvania
$244K +$389 +4 +0.2%
NEWAS
1322
N.E.W. Advisory Services
Wisconsin
$244K +$12.8K +132 +6%
CL
1323
Choreo LLC
Illinois
$244K +$244K +2,510 New
HCM
1324
Highlander Capital Management
New Jersey
$243K – – –
CCFM
1325
Clear Creek Financial Management
Washington
$243K – – –
51 52
53
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