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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 %
GCP
751
GSA Capital Partners
United Kingdom
$1.39M -$1.37M -14,970 -50%
BHB
752
Bank Hapoalim BM
Israel
$1.39M +$111K +1,210 +9%
MWM
753
Meridian Wealth Management
Kentucky
$1.39M – – –
CWA
754
Core Wealth Advisors
Florida
$1.38M +$1.38M +15,061 New
PI
755
Parkside Investments
Illinois
$1.38M -$275K -3,000 -17%
CMANY
756
Capital Management Associates (New York)
New York
$1.38M – – –
CT
757
Coastline Trust
Rhode Island
$1.37M +$26.6K +290 +2%
NEI
758
Northwest & Ethical Investments
Ontario, Canada
$1.37M -$676K -7,372 -33%
CWM
759
Calamos Wealth Management
Illinois
$1.37M +$169K +1,839 +14%
BPA
760
Beacon Pointe Advisors
California
$1.36M +$1.02M +11,101 +295%
KA
761
Kintegral Advisory
New York
$1.35M – – –
Tudor Investment Corp
762
Tudor Investment Corp
Connecticut
$1.34M -$5.52M -60,223 -80%
AIS
763
AM Investment Strategies
Tennessee
$1.33M +$4.68K +51 +0.4%
LC
764
Lavaca Capital
Texas
$1.33M +$1.33M +14,532 New
AFS
765
Aft Forsyth & Sober
Florida
$1.33M – – –
AF
766
Advisornet Financial
Minnesota
$1.33M +$908K +9,897 +216%
JCIA
767
Jackson Creek Investment Advisors
Colorado
$1.33M -$1.83K -20 -0.1%
CAG
768
Csenge Advisory Group
Florida
$1.32M -$212K -2,303 -14%
BCM
769
Brasada Capital Management
Texas
$1.3M +$69.4K +757 +6%
PCH
770
PGIM Custom Harvest
New Jersey
$1.3M +$32.7K +356 +3%
APWM
771
Atlas Private Wealth Management
New York
$1.28M +$84.3K +919 +7%
SCI
772
S&CO Inc
Massachusetts
$1.28M -$395K -4,316 -24%
ICG
773
InterOcean Capital Group
Tennessee
$1.27M -$239K -2,608 -16%
CCA
774
Checchi Capital Advisers
California
$1.27M -$34K -371 -3%
PA
775
Procyon Advisors
Connecticut
$1.27M +$224K +2,438 +21%
29 30
31
32 33