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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 %
GC
301
Gillson Capital
Illinois
$16.7M -$896K -9,776 -5%
ANI
302
American National Insurance
Texas
$16.5M -$24.8K -270 -0.1%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$16.5M +$399K +4,347 +2%
MLICM
304
Metropolitan Life Insurance Company (MetLife)
New York
$16.4M -$398K -4,339 -2%
B
305
BP
United Kingdom
$16.4M -$5.86M -63,900 -26%
NWM
306
Nicola Wealth Management
British Columbia, Canada
$16.3M -$275K -3,000 -2%
CC
307
Carlson Capital
Texas
$16.3M +$11.5M +125,757 +244%
AAMU
308
AEGON Asset Management (UK)
United Kingdom
$16.2M +$16.2M +176,470 New
Mirae Asset Global Investments
309
Mirae Asset Global Investments
South Korea
$16.2M -$395K -4,312 -2%
SIA
310
Sit Investment Associates
Minnesota
$15.8M +$799K +8,715 +5%
B
311
Bailard
California
$15.7M +$398K +4,337 +3%
ELC
312
Edgar Lomax Company
Virginia
$15.7M -$605K -6,600 -4%
EAM
313
Erste Asset Management
Austria
$15.2M +$3.23M +35,632 +27%
AIM
314
Achmea Investment Management
Netherlands
$15.1M -$8.46M -92,241 -36%
GIA
315
Granite Investment Advisors
New Hampshire
$15.1M +$46.2K +504 +0.3%
HIMCH
316
Hartford Investment Management Co (HIMCO)
Connecticut
$15.1M -$461K -5,023 -3%
MCM
317
Maltese Capital Management
New York
$14.9M -$2.06M -22,500 -12%
ECG
318
Edge Capital Group
Georgia
$14.8M -$366K -3,993 -2%
PAI
319
Pittenger & Anderson Inc
Nebraska
$14.8M +$98.6K +1,075 +0.7%
KWILP
320
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.7M +$2.82M +30,751 +24%
PHAM
321
Pacific Heights Asset Management
California
$14.7M – – –
RC
322
RegentAtlantic Capital
New Jersey
$14.6M -$1.81M -19,688 -11%
GC
323
Gratus Capital
Georgia
$14.5M +$1.35M +14,777 +10%
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$14.5M +$67.7K +738 +0.5%
MAA
325
Matrix Asset Advisors
New York
$14.5M -$273K -2,976 -2%
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