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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 %
RCIM
1601
Russell Clark Investment Management
United Kingdom
– -$1.83M -20,000 Closed
WCA
1602
Windsor Creek Advisors
Vermont
– -$1.76M -19,154 Closed
TCOO
1603
Trust Company of Oklahoma
Oklahoma
– -$1.53M -16,726 Closed
CC
1604
Claybrook Capital
Massachusetts
– -$1.5M -16,311 Closed
PRC
1605
Pearl River Capital
Michigan
– -$1.48M -16,185 Closed
LAM
1606
L2 Asset Management
Massachusetts
– -$1.44M -15,723 Closed
IC
1607
Inscription Capital
Texas
– -$1.21M -13,187 Closed
SC
1608
Shay Capital
New York
– -$1.16M -12,700 Closed
BWM
1609
Bulltick Wealth Management
Florida
– -$1.15M -12,522 Closed
AC
1610
Avestar Capital
New York
– -$1.03M -11,242 Closed
SFFS
1611
Stonehage Fleming Financial Services
Jersey
– -$1.02M -11,170 Closed
USAA
1612
United Services Automobile Association
Texas
– -$993K -10,835 Closed
QSS
1613
Quantitative Systematic Strategies
Florida
– -$934K -10,190 Closed
CIP
1614
Cornerstone Investment Partners
Georgia
– -$930K -10,138 Closed
SFO
1615
Standard Family Office
South Dakota
– -$734K -8,009 Closed
LP
1616
LMR Partners
United Kingdom
– -$692K -7,544 Closed
WI
1617
Wintrust Investments
Illinois
– -$669K -7,293 Closed
TCM
1618
Tuttle Capital Management
Connecticut
– -$659K -7,182 Closed
WBG
1619
Wharton Business Group
Pennsylvania
– -$638K -6,959 Closed
T
1620
TRUADVICE
Florida
– -$592K -6,141 Closed
CCG
1621
Capital CS Group
California
– -$502K -5,470 Closed
WCM
1622
Weld Capital Management
New York
– -$393K -4,281 Closed
RIM
1623
Reliant Investment Management
Tennessee
– -$385K -4,195 Closed
WW
1624
Westshore Wealth
California
– -$369K -4,028 Closed
LCS
1625
Levin Capital Strategies
New York
– -$367K -4,000 Closed
63 64
65
66 67