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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 %
RE
676
RBC Europe
United Kingdom
$1.87M +$262K +2,854 +16%
Boston Partners
677
Boston Partners
Massachusetts
$1.86M -$55.8K -609 -3%
EP
678
Edgestream Partners
New Jersey
$1.84M -$3.36M -36,648 -65%
AFM
679
Abbot Financial Management
Massachusetts
$1.84M -$16.5K -180 -0.9%
SCP
680
Syntal Capital Partners
Texas
$1.84M -$171K -1,864 -9%
RCIM
681
Russell Clark Investment Management
United Kingdom
$1.83M – – –
LNC
682
Lincoln National Corp
Pennsylvania
$1.83M +$996K +11,050 +119%
UIA
683
UBP Investment Advisors
Switzerland
$1.83M – – –
SWM
684
Spire Wealth Management
Virginia
$1.83M +$275K +3,000 +18%
AW
685
Alaethes Wealth
Nevada
$1.82M +$97.4K +1,062 +6%
CGL
686
Clarius Group LLC
Washington
$1.82M +$11K +120 +0.6%
KPWS
687
Kestra Private Wealth Services
Texas
$1.82M +$24.4K +266 +1%
GAM
688
Griffin Asset Management
New York
$1.81M +$652K +7,106 +56%
ASN
689
Advisory Services Network
Georgia
$1.8M +$250K +2,722 +16%
WHG
690
Westwood Holdings Group
Texas
$1.77M +$123K +1,342 +7%
VIA
691
Vident Investment Advisory
Georgia
$1.76M +$654K +7,132 +59%
WCA
692
Windsor Creek Advisors
Vermont
$1.76M +$839K +9,154 +92%
CCM
693
Cinctive Capital Management
New York
$1.76M +$1.76M +19,149 New
BOH
694
Bank of Hawaii
Hawaii
$1.75M -$64.2K -700 -4%
SC
695
Savant Capital
Illinois
$1.74M +$1.74K +19 +0.1%
SPC
696
Sigma Planning Corp
Michigan
$1.7M +$663K +7,230 +64%
GF
697
Gries Financial
Ohio
$1.69M -$817K -8,486 -33%
FAIM
698
Financial Advocates Investment Management
Washington
$1.69M +$1.42M +15,433 +525%
RBA
699
Richard Bernstein Advisors
New York
$1.68M – – –
BDF
700
Balasa Dinverno & Foltz
$1.67M +$68.5K +747 +4%
26 27
28
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