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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 %
CG
426
Cutler Group
California
$7.02M +$6.85M +74,766 +4,138%
TC
427
TwinBeech Capital
New York
$6.97M -$1.66M -18,118 -19%
LS
428
Livforsakringsbolaget Skandia
Sweden
$6.96M +$559K +6,100 +9%
CIS
429
Connors Investor Services
Pennsylvania
$6.92M – – –
LSWM
430
Lorne Steinberg Wealth Management
Canada
$6.89M -$88K -960 -1%
CM
431
Crestline Management
Texas
$6.88M +$6.88M +75,000 New
DADC
432
D.A. Davidson & Co
Montana
$6.85M +$68.6K +748 +1%
CCT
433
Chemung Canal Trust
New York
$6.76M -$657K -7,170 -9%
CCA
434
Catalyst Capital Advisors
New York
$6.68M -$202K -2,200 -3%
KAS
435
Kestra Advisory Services
Texas
$6.63M +$225K +2,451 +4%
BA
436
Baugh & Associates
Georgia
$6.47M -$61.9K -675 -0.9%
BPC
437
Banque Pictet & Cie
Switzerland
$6.37M -$7.7K -84 -0.1%
GAB
438
German American Bancorp
Indiana
$6.33M -$2.8M -30,514 -31%
KPCM
439
Kings Point Capital Management
New York
$6.32M +$391K +4,263 +7%
PCM
440
Prelude Capital Management
New York
$6.27M -$2.14M -23,308 -25%
AWM
441
Avitas Wealth Management
California
$6.22M +$151K +1,651 +2%
OC
442
Oppenheimer & Co
New York
$6.2M -$112K -1,219 -2%
NMIMC
443
Northwestern Mutual Investment Management Company
Wisconsin
$6.2M -$39.9K -435 -0.6%
OLA
444
Oliver Luxxe Assets
New Jersey
$6.19M -$154K -1,683 -2%
AP
445
Appleton Partners
Massachusetts
$6.11M +$1.46M +15,916 +31%
EGM
446
Engineers Gate Manager
New York
$6.09M -$8.81M -96,115 -59%
OSNBOA
447
Old Second National Bank of Aurora
Illinois
$6.05M +$1.39M +15,124 +30%
IAN
448
Integrated Advisors Network
Texas
$6.02M +$70.1K +765 +1%
PCIA
449
Prime Capital Investment Advisors
Kansas
$5.94M +$1.32M +14,402 +29%
Cetera Investment Advisers
450
Cetera Investment Advisers
Illinois
$5.92M -$370K -4,032 -6%
16 17
18
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