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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
$930M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$513M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.15B
4
Goldman Sachs
Goldman Sachs
New York
$917M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.95B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.09B
2
BlackRock
BlackRock
New York
$11B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.21B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$39.3M
5
Franklin Resources
Franklin Resources
California
$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1526
Bourgeon Capital Management
Connecticut
$19K -$950K -10,000 -98%
NC
1527
NewSquare Capital
Pennsylvania
$19K – – –
CAM
1528
Costello Asset Management
Pennsylvania
$19K – – –
SIS
1529
Sound Income Strategies
Florida
$18K +$96 +1 +0.5%
AP
1530
Atwood & Palmer
Missouri
$18K +$11.4K +120 +171%
CFA
1531
Cahill Financial Advisors
Minnesota
$17K +$17K +176 New
WAM
1532
Wolverine Asset Management
Illinois
$16K -$463K -5,004 -97%
SCA
1533
Stuart Chaussee & Associates
California
$16K – – –
CAM
1534
CenterStar Asset Management
Illinois
$16K – – –
JWA
1535
JFS Wealth Advisors
Pennsylvania
$16K +$7.71K +79 +93%
TCM
1536
Tradewinds Capital Management
Washington
$15K – – –
MFT
1537
Moisand Fitzgerald Tamayo
Florida
$15K – – –
FPB
1538
First PREMIER Bank
South Dakota
$15K – – –
SWM
1539
Sugarloaf Wealth Management
Georgia
$13K -$6.99K -72 -35%
HWM
1540
Holloway Wealth Management
Florida
$13K -$13K – –
FRA
1541
Front Row Advisors
California
$12K -$590 -6 -5%
IF
1542
Ironwood Financial
Arizona
$12K – – –
JGIA
1543
Jackson Grant Investment Advisers
Connecticut
$12K – – –
PCH
1544
Polar Capital Holdings
United Kingdom
$10.2K +$10.2K +104,806 New
WLPWM
1545
Walled Lake Planning & Wealth Management
Illinois
$10K – – –
GCM
1546
Gables Capital Management
Florida
$10K – – –
LWANC
1547
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
LWA
1548
Lowe Wealth Advisors
Maryland
$10K – – –
AWM
1549
Accel Wealth Management
Iowa
$10K +$2.08K +21 +26%
LWM
1550
Liberty Wealth Management
California
$10K +$4.4K +44 +79%
60 61
62
63 64