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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 %
GT
526
Glenmede Trust
Pennsylvania
$3.9M -$1.28M -13,937 -25%
EIM
527
Essex Investment Management
Massachusetts
$3.9M – – –
AG
528
AIA Group
Hong Kong
$3.86M +$1.68M +18,803 +77%
VLKIM
529
Van Lanschot Kempen Investment Management
Netherlands
$3.86M +$3.86M +42,118 New
DCM
530
Donaldson Capital Management
Indiana
$3.86M +$520K +5,667 +16%
HNB
531
Huntington National Bank
Ohio
$3.85M +$990K +10,800 +35%
PP
532
Patten & Patten
Tennessee
$3.8M -$694K -7,567 -15%
TPCW
533
TD Private Client Wealth
New York
$3.76M -$957K -10,442 -20%
MCM
534
Mitchell Capital Management
Kansas
$3.73M +$262K +2,860 +8%
TCA
535
Transcend Capital Advisors
New Jersey
$3.72M +$158K +1,722 +4%
HAIM
536
Hunter Associates Investment Management
Pennsylvania
$3.71M +$264K +2,881 +8%
PAG
537
Private Advisor Group
New Jersey
$3.69M +$253K +2,764 +7%
WAM
538
World Asset Management
Michigan
$3.66M -$259K -2,824 -7%
AC
539
Allstate Corporation
Illinois
$3.62M -$200K -2,179 -5%
EI
540
Ethic Inc
New York
$3.61M +$1.19M +12,992 +49%
CM
541
Castleark Management
Illinois
$3.59M +$3.59M +39,200 New
IRF
542
IBM Retirement Fund
New York
$3.59M -$807K -8,799 -18%
FA
543
FMA Advisory
Pennsylvania
$3.56M -$88.5K -965 -2%
KRSITF
544
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.55M -$319K -3,480 -8%
Los Angeles Capital Management
545
Los Angeles Capital Management
California
$3.54M -$15.4M -168,306 -81%
VanEck Associates
546
VanEck Associates
New York
$3.52M -$2.23M -24,316 -39%
ET
547
Equitable Trust
Tennessee
$3.52M +$210K +2,290 +6%
NIM
548
Northeast Investment Management
Massachusetts
$3.48M +$550 +6 +0%
CBT
549
Central Bank & Trust
Kentucky
$3.47M +$3.46M +37,783 +55,563%
Rockefeller Capital Management
550
Rockefeller Capital Management
New York
$3.44M -$548K -5,981 -14%
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