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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 %
RA
701
Rational Advisors
New York
$1.67M -$111K -1,216 -6%
GAM
702
Gotham Asset Management
New York
$1.67M -$1.19M -12,947 -42%
TIA
703
Tiemann Investment Advisors
California
$1.66M -$92.3K -1,007 -5%
NL
704
NVWM LLC
Pennsylvania
$1.66M +$27.8K +303 +2%
CG
705
Caprock Group
Idaho
$1.65M +$221K +2,407 +15%
SRC
706
Sage Rhino Capital
California
$1.63M +$37.9K +413 +2%
SFA
707
Sequoia Financial Advisors
Ohio
$1.62M +$120K +2,319 +8%
TIA
708
Trust Investment Advisors
Indiana
$1.61M -$66.6K -726 -4%
ARMT
709
Amica Retiree Medical Trust
Rhode Island
$1.6M +$645K +7,035 +67%
EF
710
Empirical Finance
Pennsylvania
$1.59M +$260K +2,840 +20%
GWSG
711
GPS Wealth Strategies Group
Colorado
$1.59M +$187K +2,042 +13%
WPC
712
White Pine Capital
Minnesota
$1.56M +$38.4K +400 +3%
CI
713
Conning Inc
Connecticut
$1.56M -$201K -2,190 -11%
WA
714
WestEnd Advisors
North Carolina
$1.56M – – –
CFB
715
Cullen/Frost Bankers
Texas
$1.55M +$6.97K +76 +0.5%
AC
716
Asio Capital
Kentucky
$1.54M +$77.7K +848 +5%
TCOO
717
Trust Company of Oklahoma
Oklahoma
$1.53M +$1.53M +16,726 New
FF
718
FourThought Financial
Florida
$1.53M -$720K -7,859 -32%
IIM
719
Intact Investment Management
Quebec, Canada
$1.53M +$321K +3,500 +27%
OAM
720
Optimal Asset Management
California
$1.53M – – –
KNW
721
Kesler Norman & Wride
Utah
$1.5M -$2.33M -24,308 -61%
AIM
722
Acropolis Investment Management
Missouri
$1.5M -$26.4K -288 -2%
4WM
723
44 Wealth Management
Oregon
$1.5M -$4.13K -45 -0.3%
SFG
724
SevenBridge Financial Group
Pennsylvania
$1.5M -$8.71K -95 -0.6%
CC
725
Claybrook Capital
Massachusetts
$1.5M +$1.5M +16,311 New
27 28
29
30 31