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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 %
SCM
351
Shelton Capital Management
Colorado
$11.4M -$6.41M -69,961 -36%
GPSPJS
352
General Pension Society PZU Joint Stock
Poland
$11.4M – – –
William Blair & Company
353
William Blair & Company
Illinois
$11.3M -$763K -8,323 -6%
B
354
Brightworth
Georgia
$11.2M +$201K +2,197 +2%
SAM
355
Socorro Asset Management
Texas
$11.2M +$4.56M +49,715 +69%
SC
356
Scotia Capital
Ontario, Canada
$11M +$1.92M +20,947 +21%
GIM
357
Grassi Investment Management
California
$10.9M – – –
SG
358
Swarthmore Group
Pennsylvania
$10.7M -$2.54M -27,717 -19%
MWNA
359
Marshall Wace North America
New York
$10.6M +$1.37M +14,930 +15%
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
$10.5M +$446K +4,869 +4%
GL
361
Gemsstock Ltd
United Kingdom
$10.5M -$7.63M -83,200 -42%
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$10.5M +$416K +4,537 +4%
ATC
363
Argent Trust Co
Tennessee
$10.4M +$134K +1,466 +1%
HR
364
Howe & Rusling
New York
$10.4M -$1.96M -21,381 -16%
BCM
365
Barometer Capital Management
Ontario, Canada
$10.3M -$1.28M -14,055 -11%
MML Investors Services
366
MML Investors Services
Massachusetts
$10.3M +$987K +10,759 +11%
M
367
MOTCO
Texas
$10.2M -$314K -3,422 -3%
PG
368
Pendal Group
Australia
$10.2M +$10.2M +111,110 New
CAC
369
Core Alternative Capital
Georgia
$10.1M -$132K -1,437 -1%
DJSG
370
D.J. St. Germain
Massachusetts
$10.1M +$6.14K +67 +0.1%
MAM
371
Myriad Asset Management
Hong Kong
$10M +$10M +109,104 New
Wolverine Trading
372
Wolverine Trading
Illinois
$9.95M +$4.96M +54,690 +99%
BU
373
BBVA USA
Alabama
$9.92M +$9.92M +108,188 New
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$9.77M +$6.4M +69,765 +189%
BCM
375
Becker Capital Management
Oregon
$9.68M -$280K -3,049 -3%
13 14
15
16 17