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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 %
PA
676
Profund Advisors
Maryland
$1.78M +$407K +5,235 +30%
IA
677
IndexIQ Advisors
New York
$1.77M +$224K +2,881 +14%
PWMAG
678
Pinnacle Wealth Management Advisory Group
New Jersey
$1.77M -$195K -2,510 -10%
OPPTF
679
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.77M +$46.3K +593 +3%
CANC
680
Culbertson A N & Co
Virginia
$1.75M +$136K +1,750 +8%
DA
681
DCF Advisers
Connecticut
$1.75M
NEI
682
Northwest & Ethical Investments
Ontario, Canada
$1.73M -$153K -1,971 -8%
CICI
683
Capital Investment Counsel Inc
North Carolina
$1.73M -$94.8K -1,221 -5%
ANRIA
684
American National Registered Investment Advisor
Texas
$1.72M -$58.3K -751 -3%
SC
685
SouthState Corp
Florida
$1.72M -$91.3K -1,175 -5%
CAM
686
Cacti Asset Management
Georgia
$1.71M
DLG
687
Daniel L. Goodwin
$1.71M
SCP
688
Syntal Capital Partners
Texas
$1.7M +$1.7M +21,883 New
PAS
689
Park Avenue Securities
New York
$1.7M +$285K +3,673 +20%
RWM
690
Ritholtz Wealth Management
New York
$1.69M +$314K +4,038 +23%
Verition Fund Management
691
Verition Fund Management
Connecticut
$1.68M -$1.03M -13,312 -38%
QI
692
QS Investors
New York
$1.66M -$83.2K -1,071 -5%
IIA
693
IPG Investment Advisors
California
$1.65M +$1.65M +21,300 New
DAM
694
Deltec Asset Management
New York
$1.63M
Boston Partners
695
Boston Partners
Massachusetts
$1.62M -$1.03M -13,288 -39%
BCM
696
Bayesian Capital Management
New York
$1.62M +$1.23M +15,862 +315%
TH
697
TCTC Holdings
Texas
$1.61M
AFM
698
Abbot Financial Management
Massachusetts
$1.57M
HI
699
Hoey Investments
Pennsylvania
$1.57M +$542K +6,979 +53%
SW
700
SteelPeak Wealth
California
$1.56M -$86.6K -1,115 -5%