MS icon

Morgan Stanley
MS

Overview Fund Activity

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$457M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$401M
3
Macquarie Group
Macquarie Group
Australia
+$343M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$329M
5
ATN
AMF Tjänstepension
Sweden
+$198M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$973M
2
GA
Greenhaven Associates
New York
-$497M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$315M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$270M
5
State Street
State Street
Massachusetts
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$27.7M +$1.77M +19,293 +7%
PI
227
PFS Investments
Georgia
$27.5M +$5.01M +55,464 +22%
MAM
228
Mark Asset Management
New York
$27.3M -$2.9M -31,619 -10%
CCM
229
Chilton Capital Management
Texas
$27M +$1.41M +15,362 +5%
Acadian Asset Management
230
Acadian Asset Management
Massachusetts
$26.8M +$16M +174,011 +147%
BBVA
231
Banco Bilbao Vizcaya Argentaria
Spain
$26.8M -$13.7M -149,016 -34%
PMAM
232
Picton Mahoney Asset Management
Ontario, Canada
$26.5M -$1.49M -16,295 -5%
GC
233
Guggenheim Capital
Illinois
$26.5M +$3.01M +32,825 +13%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$26.4M -$37.7M -411,716 -59%
PA
235
Pinnacle Associates
New York
$26.2M +$308K +3,358 +1%
DILIC
236
Dai-ichi Life Insurance Company
Japan
$26M +$4.11M +44,807 +19%
NIG
237
NFJ Investment Group
Texas
$26M +$164K +1,788 +0.6%
AIM
238
Artemis Investment Management
United Kingdom
$25.9M -$52.2M -569,038 -67%
TBC
239
Tweedy, Browne Co
Connecticut
$25.9M -$11.1M -121,585 -30%
PP
240
Prudential plc
United Kingdom
$25.8M -$65.5M -713,954 -72%
WBC
241
Westpac Banking Corp
Australia
$25.7M -$5.13M -55,895 -17%
GIBU
242
Gulf International Bank (UK)
United Kingdom
$25.7M +$1.11M +12,130 +5%
HP
243
Hosking Partners
United Kingdom
$25.6M -$359K -3,911 -1%
Axa
244
Axa
France
$25.6M -$4.57M -49,805 -15%
GA
245
Greenhaven Associates
New York
$25.3M -$497M -5,417,974 -95%
ACM
246
Argent Capital Management
Missouri
$25.2M -$86.9K -948 -0.3%
VRS
247
Virginia Retirement Systems
Virginia
$25.1M -$1.47M -16,000 -6%
CSS
248
Cubist Systematic Strategies
Connecticut
$24.9M -$15.2M -165,634 -38%
BCM
249
Bridgeway Capital Management
Texas
$24.5M -$6.37M -69,500 -21%
URS
250
Utah Retirement Systems
Utah
$24.3M -$349K -3,801 -1%
8 9
10
11 12