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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 %
Lazard Asset Management
551
Lazard Asset Management
New York
$3.46M -$12.2M -157,570 -78%
MC
552
MRJ Capital
New York
$3.45M -$202K -2,600 -6%
JIC
553
Joel Isaacson & Co
New York
$3.44M +$1.24K +16 +0%
VAS
554
Vestmark Advisory Solutions
Massachusetts
$3.41M +$133K +1,716 +4%
Rockefeller Capital Management
555
Rockefeller Capital Management
New York
$3.38M -$63.8K -822 -2%
ADBIC
556
A.D. Beadell Investment Counsel
Wisconsin
$3.38M +$153K +1,975 +5%
SFS
557
Sowell Financial Services
Arkansas
$3.38M -$219K -2,521 -6%
TAM
558
Tocqueville Asset Management
New York
$3.37M +$1.22M +15,756 +57%
KWA
559
KCS Wealth Advisory
California
$3.36M +$51K +657 +2%
WC
560
Wexford Capital
Florida
$3.34M +$3.34M +43,045 New
UR
561
USCA RIA
Texas
$3.32M +$2.27M +29,272 +217%
EIM
562
Essex Investment Management
Massachusetts
$3.3M
KRSITF
563
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.28M +$185K +2,384 +6%
JWM
564
JGP Wealth Management
Oregon
$3.26M +$3.02M +38,914 +1,276%
RPSA
565
Richard P. Slaughter Associates
Texas
$3.25M -$1.44M -18,603 -31%
AC
566
Allstate Corporation
Illinois
$3.23M +$179K +2,309 +6%
MC
567
Maverick Capital
Texas
$3.22M +$3.17M +40,807 +6,870%
LIA
568
LS Investment Advisors
Michigan
$3.2M -$78.2K -1,007 -2%
KNW
569
Kesler Norman & Wride
Utah
$3.11M +$3.11M +39,980 New
MAM
570
Morse Asset Management
Connecticut
$3.1M +$970K +12,493 +46%
HW
571
Hancock Whitney
Mississippi
$3.1M -$676K -8,709 -18%
FA
572
FMA Advisory
Pennsylvania
$3.09M +$321K +4,130 +12%
CI
573
Capital International
California
$3.09M +$757K +9,752 +32%
CIG
574
Consolidated Investment Group
Colorado
$3.08M
YCMGA
575
York Capital Management Global Advisors
New York
$3.07M +$3.07M +39,466 New