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Morgan Stanley

1,505 hedge funds and large institutions have $124B invested in Morgan Stanley in 2021 Q1 according to their latest regulatory filings, with 236 funds opening new positions, 631 increasing their positions, 461 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,505
Holders Change
+146
Holders Change %
+10.74%
% of All Funds
26.5%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.25%
New
236
Increased
631
Reduced
461
Closed
82
Calls
$1.83B
Puts
$2.84B
Net Calls
-$1B
Net Calls Change
-$326M
Name Holding Trade Value Shares
Change
Shares
Change %
DLCIG
426
D.L. Carlson Investment Group
New Hampshire
$6.33M -$1.35M -17,414 -18%
ACP
427
Ashfield Capital Partners
California
$6.28M +$401K +5,161 +7%
CCT
428
Chemung Canal Trust
New York
$6.28M -$3.82M -49,185 -38%
IC
429
IEQ Capital
California
$6.26M +$70.9K +913 +1%
CAL
430
Capital Analysts LLC
Pennsylvania
$6.16M -$238K -3,068 -4%
APF
431
Alaska Permanent Fund
Alaska
$6.15M +$2.66M +34,239 +76%
WIA
432
Westbourne Investment Advisors
Maryland
$6.08M -$254K -3,268 -4%
TI
433
Trexquant Investment
Connecticut
$6.06M +$6.06M +78,051 New
AB
434
Amalgamated Bank
New York
$6.01M +$51.6K +665 +0.9%
BCI
435
Brinker Capital Investments
Pennsylvania
$6.01M +$5.46M +70,349 +1,002%
OAMG
436
Odey Asset Management Group
United Kingdom
$5.99M +$940K +12,100 +19%
YIA
437
YHB Investment Advisors
Connecticut
$5.98M -$242K -3,083 -4%
Twin Tree Management
438
Twin Tree Management
Texas
$5.93M -$14.4M -184,909 -71%
LSWM
439
Lorne Steinberg Wealth Management
Canada
$5.91M -$15.1K -195 -0.3%
BAM
440
Blueshift Asset Management
New Jersey
$5.89M +$4.45M +57,358 +310%
CIS
441
Connors Investor Services
Pennsylvania
$5.86M +$5.08M +65,351 +645%
NAM
442
NorthCoast Asset Management
Connecticut
$5.85M -$1.96M -25,207 -25%
CCA
443
Catalyst Capital Advisors
New York
$5.83M +$5.83M +75,000 New
Tudor Investment Corp
444
Tudor Investment Corp
Connecticut
$5.81M +$5.81M +74,853 New
DADC
445
D.A. Davidson & Co
Montana
$5.74M +$830K +10,684 +17%
BMSSC
446
B. Metzler seel. Sohn & Co
Germany
$5.74M +$748K +9,637 +15%
Morgan Stanley
447
Morgan Stanley
New York
$5.71M -$169K -2,178 -3%
Capstone Investment Advisors
448
Capstone Investment Advisors
New York
$5.67M +$5.67M +73,037 New
SAM
449
Socorro Asset Management
Texas
$5.59M +$5.59M +71,945 New
PI
450
PGGM Investments
Netherlands
$5.53M -$7.66M -98,679 -58%