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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 %
KS
1326
Karpas Strategies
Connecticut
$243K – – –
SC
1327
Sepio Capital
Utah
$243K +$243K +2,502 New
WP
1328
WealthSource Partners
California
$241K -$179K -1,836 -43%
VCG
1329
Vantage Consulting Group
Virginia
$241K -$28.6K -294 -11%
CLOS
1330
Compagnie Lombard Odier SCmA
Switzerland
$240K – – –
ESB
1331
Essex Savings Bank
Connecticut
$239K -$6.37K -61 -3%
CAI
1332
Capital Advisors Inc
Oklahoma
$239K +$24.8K +255 +12%
SBL
1333
Sargent Bickham Lagudis
Colorado
$238K – – –
RW
1334
REDW Wealth
New Mexico
$237K – – –
BTW
1335
Boston Trust Walden
Massachusetts
$236K – – –
HI
1336
Harrington Investments
California
$236K +$236K +2,425 New
HI
1337
Humankind Investments
New York
$235K -$12.5K -128 -5%
CWM
1338
Chesapeake Wealth Management
Virginia
$235K -$1.26K -13 -0.5%
EWA
1339
Exencial Wealth Advisors
Oklahoma
$234K -$268K -2,753 -53%
MC
1340
Machina Capital
France
$234K +$234K +2,400 New
EA
1341
Ellsworth Advisors
Ohio
$233K +$19.5K +200 +9%
IAS
1342
IMA Advisory Services
Colorado
$232K -$700K -7,185 -75%
FWM
1343
Focused Wealth Management
New York
$232K – – –
FAFN
1344
First Affirmative Financial Network
Colorado
$230K +$230K +2,361 New
OC
1345
Oakworth Capital
Alabama
$227K – – –
FC
1346
Forte Capital
New York
$227K +$227K +2,336 New
FG
1347
Fiduciary Group
Georgia
$226K -$19.6K -189 -8%
NFG
1348
Next Financial Group
Texas
$225K -$252K -2,594 -53%
BCA
1349
Berman Capital Advisors
Georgia
$224K +$6.29K +65 +3%
CFGS
1350
Concourse Financial Group Securities
Alabama
$223K -$33.4K -343 -13%
52 53
54
55 56