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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 %
AAS
601
Avantax Advisory Services
Texas
$2.79M +$132K +1,442 +5%
PFO
602
Pathstone Family Office
New Jersey
$2.79M +$589K +6,422 +27%
RFC
603
Regions Financial Corp
Alabama
$2.77M +$403K +4,401 +17%
GT
604
Greenleaf Trust
Michigan
$2.77M +$95.6K +1,043 +4%
DTL
605
Dynamic Technology Lab
Singapore
$2.76M -$2.39M -26,088 -46%
GFA
606
Gifford Fong Associates
California
$2.75M – – –
AF
607
Ally Financial
Michigan
$2.75M +$2.75M +30,000 New
BPM
608
Bowling Portfolio Management
Ohio
$2.75M +$642K +7,002 +30%
ECM
609
Everence Capital Management
Indiana
$2.74M – – –
CAM
610
Cresset Asset Management
Illinois
$2.7M -$251K -2,736 -8%
SFI
611
Susquehanna Fundamental Investments
Pennsylvania
$2.68M -$2.44M -26,620 -48%
SSG
612
Summit Securities Group
New York
$2.67M +$908K +9,899 +52%
PAM
613
Palisade Asset Management
Minnesota
$2.65M -$2.2K -24 -0.1%
PA
614
Parallel Advisors
California
$2.62M +$110K +1,203 +4%
TRCT
615
Tower Research Capital (TRC)
New York
$2.6M -$16.1M -175,978 -86%
VVP
616
Venture Visionary Partners
Ohio
$2.55M +$1.06M +11,541 +71%
HFG
617
Heron Financial Group
New York
$2.55M -$60.5K -660 -2%
UHC
618
Union Heritage Capital
Michigan
$2.54M – – –
HB
619
Homrich & Berg
Georgia
$2.54M +$210K +2,286 +9%
CAM
620
Carret Asset Management
New York
$2.54M +$7.24K +79 +0.3%
UH
621
Unigestion Holding
Switzerland
$2.53M -$41.5K -458 -2%
HCCM
622
Hudson Canyon Capital Management
New York
$2.51M -$191K -2,084 -7%
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.49M -$113K -1,230 -4%
SLI
624
Sumitomo Life Insurance
Japan
$2.48M -$386K -4,215 -13%
DCM
625
Dimension Capital Management
Florida
$2.47M -$3.07M -33,436 -55%
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