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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 %
PSP
451
Principal Street Partners
Tennessee
$5.9M -$11.3M -123,084 -66%
MHC
452
Meyer Handelman Company
New York
$5.83M – – –
SW
453
SVB Wealth
Massachusetts
$5.81M +$113K +1,238 +2%
NLGIA
454
Nippon Life Global Investors Americas
New York
$5.79M +$5.79M +63,190 New
AIP
455
Ameritas Investment Partners
Nebraska
$5.76M -$44.5K -485 -0.8%
AIMCA
456
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.74M -$12.2M -132,800 -68%
MAM
457
Meeder Asset Management
Ohio
$5.71M +$15.9K +173 +0.3%
AssetMark Inc
458
AssetMark Inc
California
$5.69M +$148K +1,614 +3%
ISB
459
Iowa State Bank
Iowa
$5.66M -$36.4K -397 -0.6%
MIA
460
MainStreet Investment Advisors
Illinois
$5.58M -$481K -5,241 -8%
GT
461
Glenview Trust
Kentucky
$5.53M +$25.2K +275 +0.5%
FC
462
Full18 Capital
Connecticut
$5.51M -$779K -8,496 -12%
CNC
463
Canandaigua National Corp
New York
$5.48M +$889K +9,697 +19%
OHIS
464
Oak Harvest Investment Services
Texas
$5.41M -$41.6K -454 -0.8%
WFG
465
Wills Financial Group
Virginia
$5.34M +$48.6K +530 +0.9%
MFS
466
Mirabella Financial Services
United Kingdom
$5.32M -$4.73M -17,684 -47%
AF
467
Alerus Financial
North Dakota
$5.27M +$273K +2,977 +5%
BIMC
468
Benson Investment Management Company
Virginia
$5.26M +$62.8K +685 +1%
BCM
469
Bluefin Capital Management
New York
$5.16M +$4.76M +51,896 +1,179%
SMG
470
Spectrum Management Group
Indiana
$5.16M +$512K +5,583 +11%
SI
471
Stephens Inc
Arkansas
$5.11M +$448K +4,891 +10%
1IA
472
1834 Investment Advisors
Wisconsin
$5.1M +$131K +1,429 +3%
AI
473
Atria Investments
North Carolina
$5.08M +$891K +9,715 +21%
FHB
474
First Hawaiian Bank
Hawaii
$5.06M -$722K -7,871 -12%
HT
475
HAP Trading
New York
$4.95M +$4.95M +53,990 New
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