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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 %
CFA
1476
Carroll Financial Associates
North Carolina
$57K -$10.8K -112 -16%
RTC
1477
Riverview Trust Company
Washington
$57K – – –
HCM
1478
Horrell Capital Management
Arkansas
$57K – – –
FCFS
1479
First Command Financial Services
Texas
$55K – – –
FCB
1480
First Command Bank
Texas
$55K – – –
LAS
1481
Lloyd Advisory Services
Georgia
$51K -$6.88K -71 -12%
SFA
1482
Semmax Financial Advisors
North Carolina
$51K – – –
TG
1483
TCW Group
California
$50.5K +$8.04K +82,606 +19%
CCA
1484
Column Capital Advisors
Indiana
$50K -$1.77K -18 -3%
RAM
1485
Riggs Asset Management
Pennsylvania
$50K – – –
OAJ
1486
Ogorek Anthony Joseph
New York
$50K +$10.4K +109 +26%
Nisa Investment Advisors
1487
Nisa Investment Advisors
Missouri
$49.3K -$224 -2,307 -0.5%
TCWA
1488
Ten Capital Wealth Advisors
Washington
$46K – – –
SGAM
1489
Smith Group Asset Management
Texas
$46K +$3.13K +32 +7%
AAP
1490
Arax Advisory Partners
Colorado
$46K +$23.9K +246 +108%
BWA
1491
BDO Wealth Advisors
Florida
$45K – – –
BMD
1492
Better Money Decisions
New Mexico
$44K +$194 +2 +0.4%
SC
1493
Solstein Capital
California
$44K +$25K +256 +131%
SNT
1494
Security National Trust
West Virginia
$43K – – –
ST
1495
Sageworth Trust
Pennsylvania
$39K -$9.85K -100 -20%
ARMC
1496
American Research & Management Company
Massachusetts
$39K – – –
AA
1497
AlphaMark Advisors
Kentucky
$39K – – –
MSFP
1498
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
TCWM
1499
Total Clarity Wealth Management
Illinois
$39K +$39K +400 New
ETC
1500
Exchange Traded Concepts
Oklahoma
$38K -$4.07K -42 -10%
58 59
60
61 62