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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 %
BCV
476
Banque Cantonale Vaudoise
Switzerland
$4.95M +$2.43M +26,490 +96%
AP
477
Advisor Partners
California
$4.91M -$71.5K -780 -1%
DBT
478
Dubuque Bank & Trust
Iowa
$4.8M -$543K -5,925 -10%
BBI
479
Baxter Bros Inc
Connecticut
$4.76M +$175K +1,907 +4%
CCM
480
Coldstream Capital Management
Washington
$4.73M -$17.6K -192 -0.4%
CIG
481
Consolidated Investment Group
Colorado
$4.73M +$1.1M +12,000 +30%
NG
482
NWK Group
California
$4.68M +$9.9K +108 +0.2%
RIM
483
Regent Investment Management
Kentucky
$4.67M -$244K -2,665 -5%
BFPW
484
BOK Financial Private Wealth
Colorado
$4.66M +$179K +1,957 +4%
MWM
485
Modera Wealth Management
New Jersey
$4.61M +$17K +185 +0.4%
WTB
486
Washington Trust Bank
Washington
$4.59M -$10.4K -113 -0.2%
HVIA
487
Hudson Valley Investment Advisors
New York
$4.58M +$77.9K +850 +2%
AIC
488
Argus Investors Counsel
New York
$4.56M -$642K -7,000 -12%
FA
489
FDx Advisors
Illinois
$4.54M -$852K -9,293 -16%
OAMG
490
Odey Asset Management Group
United Kingdom
$4.53M -$2.54M -27,700 -36%
HT
491
Heritage Trust
Oklahoma
$4.53M -$268K -2,924 -6%
JG
492
Jefferies Group
New York
$4.51M -$347K -3,784 -7%
CCP
493
Corient Capital Partners
California
$4.49M -$265K -2,890 -6%
MME
494
Meag Munich Ergo
Germany
$4.48M +$4.48M +48,897 New
AF
495
Arrow Financial
New York
$4.47M -$116K -1,268 -3%
AFG
496
Albion Financial Group
Utah
$4.41M +$4.41M +48,133 New
IFAM
497
Institutional & Family Asset Management
Colorado
$4.4M -$707K -7,707 -14%
CP
498
Cumberland Partners
Ontario, Canada
$4.4M +$869K +9,475 +25%
SW
499
SkyOak Wealth
Michigan
$4.35M +$5.59K +61 +0.1%
ERWM
500
Elk River Wealth Management
Colorado
$4.33M +$192K +2,096 +5%
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