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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 %
HI
576
HBK Investments
Texas
$3.07M +$2.2M +23,943 +251%
PWMG
577
Pinnacle Wealth Management Group
Michigan
$3.05M +$3.05M +33,243 New
SFS
578
Sowell Financial Services
Arkansas
$3.05M -$518K -5,653 -15%
SFI
579
Siemens Fonds Invest
Germany
$3.03M +$153K +1,667 +5%
VMPIC
580
Varma Mutual Pension Insurance Co
Finland
$3.02M – – –
LNWWM
581
Laird Norton Wetherby Wealth Management
California
$3.01M +$78.4K +855 +3%
CS
582
Comerica Securities
Michigan
$3M +$653K +7,122 +28%
MYLI
583
Meiji Yasuda Life Insurance
Japan
$2.98M +$8.62K +94 +0.3%
LD
584
Lipe & Dalton
New York
$2.98M -$9.08K -99 -0.3%
WJWM
585
Williams Jones Wealth Management
New York
$2.97M +$366K +3,991 +14%
Cerity Partners
586
Cerity Partners
New York
$2.94M -$23K -251 -0.8%
ACP
587
Arcus Capital Partners
Georgia
$2.93M – – –
SEC
588
Seven Eight Capital
New York
$2.93M +$2.93M +31,947 New
MYAM
589
Meiji Yasuda Asset Management
Japan
$2.93M -$80.3K -876 -3%
FDS
590
Freedom Day Solutions
Texas
$2.92M -$196K -2,141 -6%
SF
591
Synovus Financial
Georgia
$2.91M +$310K +3,379 +12%
P
592
Pitcairn
Pennsylvania
$2.89M -$1.48M -16,129 -34%
BONH
593
Bank of New Hampshire
New Hampshire
$2.88M +$2.88M +31,379 New
MFM
594
MD Financial Management
Ontario, Canada
$2.87M +$2.87M +31,318 New
FM
595
Foster & Motley
Ohio
$2.87M +$161K +1,760 +6%
SAM
596
Shell Asset Management
Netherlands
$2.86M -$5.3M -57,828 -65%
CMO
597
Covenant Multifamily Offices
Texas
$2.86M +$435K +4,747 +18%
RJT
598
Raymond James Trust
Florida
$2.81M +$42.9K +468 +2%
UIM
599
USS Investment Management
United Kingdom
$2.8M – – –
DAS
600
Dynamic Advisor Solutions
Arizona
$2.79M +$170K +1,858 +7%
22 23
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