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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 %
GIA
776
Gladstone Institutional Advisory
Florida
$1.12M +$877K +11,290 +357%
MC
777
Muhlenkamp & Co
Pennsylvania
$1.11M
CCA
778
Checchi Capital Advisers
California
$1.11M +$103K +1,331 +10%
DT
779
Diversified Trust
Tennessee
$1.1M -$233K -3,005 -17%
WAP
780
Wealthcare Advisory Partners
Pennsylvania
$1.09M -$162K -2,088 -13%
BHB
781
Bank Hapoalim BM
Israel
$1.08M +$87.4K +1,125 +9%
CSM
782
CAMG Solamere Management
North Carolina
$1.08M -$80.9K -1,041 -7%
LWAM
783
Legacy Wealth Asset Management
Minnesota
$1.08M -$9.01K -116 -0.8%
EM
784
Excalibur Management
Massachusetts
$1.08M -$76.9K -991 -7%
WCM
785
Weld Capital Management
New York
$1.08M +$1.08M +13,885 New
FB
786
Fulton Bank
Pennsylvania
$1.08M -$191K -2,459 -15%
PCH
787
PGIM Custom Harvest
New Jersey
$1.07M +$1.07M +13,818 New
S
788
SignatureFD
Georgia
$1.07M +$35.6K +458 +3%
PWP
789
Principle Wealth Partners
Connecticut
$1.07M
SFM
790
Systematic Financial Management
New Jersey
$1.05M
BCM
791
Brasada Capital Management
Texas
$1.04M +$109K +1,410 +12%
IRC
792
Investors Research Corp
Georgia
$1.04M -$8.93K -115 -0.8%
1SB
793
1ST Source Bank
Indiana
$1.04M -$9.33K -120 -0.9%
CCMT
794
CMT Capital Markets Trading
Germany
$1.03M -$21.3K -274 -2%
PCA
795
Pallas Capital Advisors
Massachusetts
$1.03M +$1.03M +11,869 New
IIM
796
Intact Investment Management
Quebec, Canada
$1.03M -$1.85M -23,800 -64%
DAM
797
Delta Asset Management
Tennessee
$1.02M
CWM
798
Calamos Wealth Management
Illinois
$1.02M +$9.16K +118 +0.9%
ANTB
799
AMG National Trust Bank
Colorado
$1.02M +$178K +2,291 +21%
APWM
800
Atlas Private Wealth Management
New York
$1.01M -$4.89K -63 -0.5%