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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 %
TYCC
651
Texas Yale Capital Corp
Florida
$2.14M – – –
QI
652
QS Investors
New York
$2.13M +$180K +1,958 +9%
RWM
653
Ritholtz Wealth Management
New York
$2.1M +$98.9K +1,079 +5%
MOS
654
MGO One Seven
Ohio
$2.09M -$326K -3,550 -13%
IA
655
IFG Advisory
Georgia
$2.06M +$1.33M +14,531 +182%
DA
656
DCF Advisers
Connecticut
$2.06M – – –
SC
657
Sovarnum Capital
New York
$2.06M +$2.06M +22,500 New
CICI
658
Capital Investment Counsel Inc
North Carolina
$2.06M +$18.4K +201 +0.9%
HAG
659
HighPoint Advisor Group
Illinois
$2.05M +$385K +4,195 +23%
DLG
660
Daniel L. Goodwin
$2.02M – – –
WSFS
661
Wilmington Savings Fund Society
Delaware
$2.01M +$344K +3,749 +21%
CI
662
Capital International
California
$2.01M -$1.64M -17,885 -45%
NERM
663
New England Research & Management
Illinois
$2M -$1.12M -12,180 -36%
PA
664
Profund Advisors
Maryland
$2M -$105K -1,145 -5%
BIM
665
Baldwin Investment Management
Pennsylvania
$2M -$135K -1,475 -6%
SC
666
SouthState Corp
Florida
$1.99M -$33.2K -362 -2%
ANRIA
667
American National Registered Investment Advisor
Texas
$1.97M -$59.6K -650 -3%
LSA
668
L & S Advisors
California
$1.95M +$1.95M +21,278 New
CAM
669
Cacti Asset Management
Georgia
$1.95M – – –
IG
670
Inherent Group
New York
$1.94M -$12.2M -132,700 -86%
RPSA
671
Richard P. Slaughter Associates
Texas
$1.93M -$1.91M -20,791 -50%
DAM
672
Deltec Asset Management
New York
$1.93M – – –
TH
673
TCTC Holdings
Texas
$1.91M – – –
IAA
674
Independent Advisor Alliance
North Carolina
$1.89M +$273K +2,982 +17%
Assenagon Asset Management
675
Assenagon Asset Management
Luxembourg
$1.87M +$251K +2,734 +15%
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