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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 %
LFAS
501
Level Four Advisory Services
Texas
$4.31M +$31.3K +341 +0.7%
NRS
502
Neville Rodie & Shaw
New York
$4.28M +$1.32M +14,408 +45%
NO
503
Ninety One
South Africa
$4.28M -$445K -4,896 -9%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$4.25M – – –
VAS
505
Vestmark Advisory Solutions
Massachusetts
$4.24M +$210K +2,294 +5%
TCM
506
Teza Capital Management
Illinois
$4.22M -$4.01M -43,781 -49%
CI
507
Cigna Investments
Connecticut
$4.2M -$682K -7,439 -14%
TAM
508
Tocqueville Asset Management
New York
$4.2M +$230K +2,503 +6%
V
509
Veritable
Delaware
$4.2M +$37.3K +407 +0.9%
UR
510
USCA RIA
Texas
$4.17M +$252K +2,745 +6%
NB
511
Norinchukin Bank
Japan
$4.16M -$88.9K -969 -2%
RAM
512
Roanoke Asset Management
New Jersey
$4.15M +$1M +10,925 +32%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.13M +$1.1M +12,045 +36%
IMRF
514
Illinois Municipal Retirement Fund
Illinois
$4.12M -$2.3M -25,129 -36%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$4.09M -$21.6K -236 -0.5%
MI
516
Markston International
New York
$4.09M -$12.1M -132,286 -75%
YCMGA
517
York Capital Management Global Advisors
New York
$4.07M +$448K +4,882 +12%
JIC
518
Joel Isaacson & Co
New York
$4.06M +$1.38K +15 +0%
MFA
519
Mayflower Financial Advisors
Massachusetts
$4.04M +$1.69M +18,388 +72%
MC
520
MRJ Capital
New York
$4.04M -$36.7K -400 -0.9%
LM
521
Lincluden Management
Ontario, Canada
$4.04M -$62.8K -685 -2%
KWA
522
KCS Wealth Advisory
California
$4.02M +$57.9K +631 +1%
Baird Financial Group
523
Baird Financial Group
Wisconsin
$4M +$382K +4,168 +11%
CTC
524
Central Trust Company
Missouri
$3.96M +$947K +10,324 +31%
ADBIC
525
A.D. Beadell Investment Counsel
Wisconsin
$3.95M -$36.7K -400 -0.9%
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