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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 %
BCA
1351
Bay Colony Advisors
Massachusetts
$222K – – –
IGGA
1352
Iron Gate Global Advisors
Utah
$222K +$222K +2,292 New
HCM
1353
Hodges Capital Management
Texas
$221K – – –
CMI
1354
Clare Market Investments
Texas
$221K +$1.46K +15 +0.7%
CC
1355
Chicago Capital
Illinois
$220K +$220K +2,262 New
LC
1356
LCNB Corp
Ohio
$218K – – –
BHIA
1357
Birch Hill Investment Advisors
Massachusetts
$218K – – –
APW
1358
Austin Private Wealth
Texas
$218K +$218K +2,240 New
RC
1359
Roundview Capital
New Jersey
$217K +$875 +9 +0.4%
SWM
1360
Selective Wealth Management
Virginia
$217K +$188K +1,928 +643%
SICM
1361
Sustainable Insight Capital Management
New York
$216K +$216K +2,216 New
RSWM
1362
Robertson Stephens Wealth Management
California
$216K +$216K +2,229 New
PVH
1363
Psagot Value Holdings
Israel
$214K -$184K -1,894 -46%
CA
1364
Calton & Associates
Florida
$214K -$169K -1,734 -44%
GIM
1365
Groesbeck Investment Management
New Jersey
$214K – – –
SEEDPG
1366
S.E.E.D. Planning Group
New York
$214K +$214K +2,200 New
RA
1367
Riversedge Advisors
Delaware
$214K +$214K +2,203 New
CIM
1368
Cambria Investment Management
California
$213K – – –
IWN
1369
Independent Wealth Network
Iowa
$213K +$213K +2,074 New
ZIC
1370
ZWJ Investment Counsel
Georgia
$211K +$211K +2,167 New
CA
1371
Clearstead Advisors
Ohio
$210K +$65.6K +673 +45%
MCM
1372
Monument Capital Management
Virginia
$210K +$210K +2,157 New
WWM
1373
Wolff Wiese Magana
California
$209K -$60.9K -626 -23%
FCM
1374
Firestone Capital Management
Florida
$209K – – –
FPS
1375
Fieldpoint Private Securities
Connecticut
$206K +$14.5K +149 +8%
53 54
55
56 57