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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 %
NIP
401
Nicholas Investment Partners
California
$8.25M +$5.96M +65,000 +260%
SMDAM
402
Sumitomo Mitsui DS Asset Management
Japan
$8.24M +$200K +2,185 +2%
ACP
403
Ashfield Capital Partners
California
$7.96M +$535K +5,839 +7%
KRS
404
Kentucky Retirement Systems
Kentucky
$7.95M -$520K -5,669 -6%
CCG
405
Ceeto Capital Group
Florida
$7.89M – – –
MIG
406
McGuire Investment Group
Rhode Island
$7.89M -$154K -1,679 -2%
Brown Advisory
407
Brown Advisory
Maryland
$7.88M +$12.1K +132 +0.2%
YIA
408
YHB Investment Advisors
Connecticut
$7.88M +$902K +9,832 +13%
TSW
409
Thompson Siegel & Walmsley
Virginia
$7.87M +$1.83M +19,992 +30%
Bank Julius Baer & Co
410
Bank Julius Baer & Co
Switzerland
$7.85M +$331K +3,609 +4%
SSA
411
Schonfeld Strategic Advisors
New York
$7.67M -$23.4M -255,373 -75%
JWBC
412
J.W. Burns & Co
New York
$7.64M +$24.8K +270 +0.3%
GCM
413
Gibraltar Capital Management
Oklahoma
$7.58M +$247K +2,815 +3%
Simplex Trading
414
Simplex Trading
Illinois
$7.54M +$7.54M +82,188 New
NONA
415
Ninety One North America
New York
$7.52M -$4.87M -53,144 -39%
DLCIG
416
D.L. Carlson Investment Group
New Hampshire
$7.49M +$12.9K +141 +0.2%
PI
417
PineBridge Investments
New York
$7.48M -$140K -1,524 -2%
FCBT
418
First Citizens Bank & Trust
North Carolina
$7.44M -$442K -4,824 -6%
IC
419
IEQ Capital
California
$7.44M +$47K +513 +0.6%
O
420
Ossiam
France
$7.43M -$20.9M -218,253 -74%
CAL
421
Capital Analysts LLC
Pennsylvania
$7.37M +$94.3K +1,028 +1%
NAM
422
NorthCoast Asset Management
Connecticut
$7.35M +$440K +4,797 +6%
WIA
423
Westbourne Investment Advisors
Maryland
$7.25M +$71.2K +776 +1%
AAM
424
Advisors Asset Management
Colorado
$7.19M +$853K +9,304 +13%
FNBOO
425
First National Bank of Omaha
Nebraska
$7.12M – – –
15 16
17
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