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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 %
BA
451
Baugh & Associates
Georgia
$5.53M -$11K -142 -0.2%
IMRF
452
Illinois Municipal Retirement Fund
Illinois
$5.44M -$631K -8,123 -10%
EC
453
EJF Capital
Virginia
$5.44M +$5.44M +70,000 New
KAS
454
Kestra Advisory Services
Texas
$5.43M +$2.71M +34,893 +100%
LS
455
Livforsakringsbolaget Skandia
Sweden
$5.42M +$606K +7,800 +13%
BPC
456
Banque Pictet & Cie
Switzerland
$5.4M +$5.4M +69,506 New
OLA
457
Oliver Luxxe Assets
New Jersey
$5.38M -$57.4K -739 -1%
AAM
458
Advisors Asset Management
Colorado
$5.37M +$2.11M +27,161 +65%
OC
459
Oppenheimer & Co
New York
$5.35M -$839K -10,796 -14%
Cetera Investment Advisers
460
Cetera Investment Advisers
Illinois
$5.33M -$514K -6,617 -9%
NMIMC
461
Northwestern Mutual Investment Management Company
Wisconsin
$5.28M -$808K -10,405 -13%
AWM
462
Avitas Wealth Management
California
$5.14M +$356K +4,582 +7%
MIA
463
MainStreet Investment Advisors
Illinois
$5.13M +$4.9M +63,159 +2,162%
TSW
464
Thompson Siegel & Walmsley
Virginia
$5.11M +$621 +8 +0%
MLM
465
Mount Lucas Management
Pennsylvania
$5.06M +$499K +6,429 +11%
IAN
466
Integrated Advisors Network
Texas
$5.04M -$597K -7,684 -11%
KPCM
467
Kings Point Capital Management
New York
$5.02M +$1.28M +16,509 +34%
MHC
468
Meyer Handelman Company
New York
$4.94M -$66.8K -860 -1%
FHB
469
First Hawaiian Bank
Hawaii
$4.89M -$219K -2,822 -4%
PHK
470
Point72 Hong Kong
Hong Kong
$4.89M +$4.89M +63,001 New
VanEck Associates
471
VanEck Associates
New York
$4.87M +$2.01M +25,903 +70%
SFM
472
Signet Financial Management
New Jersey
$4.87M -$47.4K -610 -1%
ISB
473
Iowa State Bank
Iowa
$4.83M +$1.01K +13 +0%
MAM
474
Meeder Asset Management
Ohio
$4.83M +$3.86M +49,653 +397%
SW
475
SVB Wealth
Massachusetts
$4.83M +$2.29M +29,452 +90%