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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 %
EDRH
376
Edmond de Rothschild Holding
Switzerland
$9.66M +$1.17M +12,742 +14%
Creative Planning
377
Creative Planning
Kansas
$9.54M -$1.37M -14,900 -13%
Wealthfront Advisers
378
Wealthfront Advisers
California
$9.51M +$633K +6,899 +7%
MSRPS
379
Maryland State Retirement & Pension System
Maryland
$9.49M -$199K -2,205 -2%
MA
380
Montag & Associates
Georgia
$9.46M -$867K -9,456 -8%
AMI
381
Amica Mutual Insurance
Rhode Island
$9.44M +$4.15M +45,298 +79%
WPIC
382
White Pine Investment Company
Michigan
$9.37M -$837K -9,126 -8%
FLPIM
383
F.L. Putnam Investment Management
Massachusetts
$9.34M +$1.03M +11,216 +12%
PSUF
384
People's United Financial
Connecticut
$9.33M -$106K -1,158 -1%
TU
385
TDAM USA
Ontario, Canada
$9.23M -$4.59M -47,793 -33%
NMERB
386
New Mexico Educational Retirement Board
New Mexico
$9.17M +$880K +9,600 +11%
JWM
387
Jupiter Wealth Management
Colorado
$9.11M -$627K -6,291 -6%
EMPI
388
Elo Mutual Pension Insurance
Finland
$9.06M -$245K -2,671 -3%
PFS
389
Prospera Financial Services
Texas
$9.02M +$8.15M +88,842 +928%
CA
390
Cornerstone Advisors
North Carolina
$8.99M +$5.5M +60,000 +158%
DY
391
Dowling & Yahnke
California
$8.91M +$128K +1,398 +1%
BS
392
Banco Santander
Spain
$8.86M -$95.6K -1,043 -1%
Pacer Advisors
393
Pacer Advisors
Pennsylvania
$8.85M +$141K +1,534 +2%
TCM
394
Twin Capital Management
Pennsylvania
$8.6M +$317K +3,460 +4%
FNBT
395
FineMark National Bank & Trust
Florida
$8.53M -$2.99M -32,629 -26%
LSERS
396
Louisiana State Employees Retirement System
Louisiana
$8.51M -$18.3K -200 -0.2%
Winslow Capital Management
397
Winslow Capital Management
Minnesota
$8.44M -$73.5M -802,024 -90%
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$8.44M +$1.66M +18,092 +24%
AAIM
399
American Assets Investment Management
California
$8.44M – – –
TC
400
Telemus Capital
Michigan
$8.38M -$19.8K -216 -0.2%
14 15
16
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