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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 %
SG Americas Securities
551
SG Americas Securities
New York
$3.42M -$8.97M -97,856 -72%
MAM
552
Morse Asset Management
Connecticut
$3.39M -$272K -2,972 -7%
Lazard Asset Management
553
Lazard Asset Management
New York
$3.38M -$706K -7,707 -17%
SPIA
554
Steward Partners Investment Advisory
New York
$3.38M -$131K -1,432 -4%
AIA
555
Affinity Investment Advisors
California
$3.37M -$2.1M -22,883 -38%
HW
556
Hancock Whitney
Mississippi
$3.35M -$304K -3,312 -8%
SWM
557
Sculati Wealth Management
Michigan
$3.34M -$6.88K -75 -0.2%
KIA
558
KCM Investment Advisors
California
$3.33M -$140K -1,526 -4%
TGAM
559
TBH Global Asset Management
Tennessee
$3.32M +$3.32M +36,158 New
ACM
560
AlphaCrest Capital Management
New York
$3.31M -$18.5M -202,037 -85%
HAI
561
Hennessy Advisors Inc
California
$3.3M – – –
LCM
562
Logan Capital Management
Pennsylvania
$3.26M +$3.26M +35,586 New
CII
563
Capital International Inc
California
$3.23M -$1.06M -11,605 -25%
DCM
564
Decatur Capital Management
Georgia
$3.23M +$3.23M +35,183 New
CIC
565
Chase Investment Counsel
Virginia
$3.22M -$2.45M -26,729 -43%
GDP
566
Great Diamond Partners
Maine
$3.21M +$67.7K +738 +2%
RIM
567
Redpoint Investment Management
Australia
$3.21M -$246K -2,682 -7%
TC
568
TownSquare Capital
Utah
$3.2M +$716K +7,938 +29%
DA
569
Duality Advisers
Florida
$3.2M -$6.91M -75,343 -68%
VNIM
570
Vaughan Nelson Investment Management
Texas
$3.2M -$140M -1,521,747 -98%
SRAM
571
Spouting Rock Asset Management
Pennsylvania
$3.19M -$1.1M -11,998 -26%
PE
572
Point72 Europe
United Kingdom
$3.18M -$6.57M -71,700 -67%
SP
573
Symmetry Partners
Connecticut
$3.15M -$18.8K -205 -0.6%
CK
574
Cohen Klingenstein
New York
$3.14M – – –
Voloridge Investment Management
575
Voloridge Investment Management
Florida
$3.1M -$29.5M -322,121 -90%
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