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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 %
PRC
526
Pearl River Capital
Michigan
$3.89M +$3.47M +44,720 +826%
CNC
527
Canandaigua National Corp
New York
$3.89M -$398K -5,128 -9%
MWM
528
Modera Wealth Management
New Jersey
$3.89M +$3.89M +50,088 New
SC
529
Shay Capital
New York
$3.88M +$2.33M +30,000 +150%
BBI
530
Baxter Bros Inc
Connecticut
$3.88M +$485K +6,250 +14%
AF
531
Arrow Financial
New York
$3.88M -$49.1K -632 -1%
HF
532
HRT Financial
New York
$3.86M +$3.86M +49,731 New
HVIA
533
Hudson Valley Investment Advisors
New York
$3.81M -$29.3K -377 -0.8%
PP
534
Patten & Patten
Tennessee
$3.81M -$126K -1,620 -3%
BFPW
535
BOK Financial Private Wealth
Colorado
$3.79M +$371K +4,782 +11%
IRF
536
IBM Retirement Fund
New York
$3.73M -$119K -1,529 -3%
P
537
Pitcairn
Pennsylvania
$3.7M -$176K -2,268 -5%
KJHP
538
K.J. Harrison & Partners
Ontario, Canada
$3.69M -$1.86M -24,000 -34%
CII
539
Capital International Inc
California
$3.64M -$311K -4,010 -8%
SRAM
540
Spouting Rock Asset Management
Pennsylvania
$3.64M +$715K +9,203 +24%
LFAS
541
Level Four Advisory Services
Texas
$3.62M +$161K +2,069 +5%
Two Sigma Investments
542
Two Sigma Investments
New York
$3.61M +$3.61M +46,454 New
NB
543
Norinchukin Bank
Japan
$3.6M +$322K +4,149 +10%
HI
544
Horizon Investments
North Carolina
$3.56M +$3.56M +45,872 New
AI
545
Atria Investments
North Carolina
$3.55M +$256K +3,296 +8%
WAM
546
World Asset Management
Michigan
$3.53M -$81.1K -983 -2%
V
547
Veritable
Delaware
$3.53M +$62.3K +802 +2%
ERWM
548
Elk River Wealth Management
Colorado
$3.5M +$509K +6,553 +17%
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$3.49M +$3.38M +43,471 +3,101%
LM
550
Lincluden Management
Ontario, Canada
$3.47M -$272K -3,505 -7%