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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 %
BOTW
326
Bank of the West
California
$14.2M -$1.21M -13,243 -8%
GW
327
GW & Wade
Massachusetts
$14.2M +$8.58M +93,601 +154%
MPA
328
Marvin & Palmer Associates
Delaware
$13.8M -$148K -1,609 -1%
ZCM
329
Ziegler Capital Management
Illinois
$13.8M -$5.62M -61,341 -29%
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
$13.7M +$13.4M +145,804 +3,800%
BC
331
Burney Company
Virginia
$13.6M +$424K +4,623 +3%
NAM
332
Nissay Asset Management
Japan
$13.5M +$1.02M +11,143 +8%
AAF
333
Andra AP-fonden
Sweden
$13.5M -$4.36M -47,500 -24%
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$13.3M -$330K -3,527 -2%
BC
335
Brookfield Corp
Ontario, Canada
$13.1M +$9.75M +106,348 +292%
HC
336
Hourglass Capital
Texas
$12.9M +$4.77K +52 +0%
Credit Agricole
337
Credit Agricole
France
$12.5M -$1.17M -12,772 -9%
BCM
338
BTC Capital Management
Iowa
$12.5M -$1.27M -13,853 -9%
WSTAM
339
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M +$359K +3,913 +3%
LBC
340
Lowe Brockenbrough & Co
Virginia
$12.4M +$219K +2,385 +2%
CAG
341
Crestwood Advisors Group
Massachusetts
$12.4M +$8.76M +95,513 +243%
BCI
342
Brinker Capital Investments
Pennsylvania
$12.1M +$4.99M +54,424 +70%
MLM
343
Mount Lucas Management
Pennsylvania
$12.1M +$6.1M +66,534 +102%
GCA
344
Greenwood Capital Associates
South Carolina
$11.9M -$228K -2,491 -2%
LG
345
Leuthold Group
Minnesota
$11.7M -$226K -2,469 -2%
TCM
346
Telos Capital Management
California
$11.7M +$1.14M +12,467 +11%
X
347
Xponance
Pennsylvania
$11.7M +$42.2K +460 +0.4%
Morgan Stanley
348
Morgan Stanley
New York
$11.6M +$4.89M +53,315 +72%
SAM
349
Securian Asset Management
Minnesota
$11.5M -$156K -1,696 -1%
Hudson Bay Capital Management
350
Hudson Bay Capital Management
Connecticut
$11.5M -$2.29M -25,000 -17%
12 13
14
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