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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 %
CSM
776
CAMG Solamere Management
North Carolina
$1.27M -$12.1K -132 -0.9%
SIM
777
Sentry Investment Management
Wisconsin
$1.26M +$122K +1,330 +11%
EM
778
Excalibur Management
Massachusetts
$1.26M -$9.9K -108 -0.8%
SW
779
SteelPeak Wealth
California
$1.26M -$584K -6,369 -32%
TSWM
780
Triangle Securities Wealth Management
North Carolina
$1.25M -$129K -1,406 -9%
TI
781
Tidal Investments
Wisconsin
$1.25M +$531K +5,791 +74%
IA
782
Icon Advisers
Colorado
$1.25M -$3.5M -38,200 -74%
AJ
783
Ashburton (Jersey)
Jersey
$1.24M +$1.24M +13,568 New
LWAM
784
Legacy Wealth Asset Management
Minnesota
$1.24M -$33K -360 -3%
SWM
785
SeaCrest Wealth Management
New York
$1.24M +$60.6K +661 +5%
VCWA
786
Vanguard Capital Wealth Advisors
Colorado
$1.24M +$376K +4,100 +43%
SFM
787
Systematic Financial Management
New Jersey
$1.24M – – –
CC
788
Centiva Capital
New York
$1.24M +$526K +5,741 +74%
DWM
789
Dakota Wealth Management
Florida
$1.23M +$220K +2,400 +22%
IRC
790
Investors Research Corp
Georgia
$1.23M – – –
PCA
791
Pallas Capital Advisors
Massachusetts
$1.23M +$85.7K +890 +7%
CIA
792
Capital Investment Advisors
Georgia
$1.22M +$182K +1,989 +18%
PCM
793
Parsons Capital Management
Rhode Island
$1.22M +$37.1K +405 +3%
1SB
794
1ST Source Bank
Indiana
$1.22M -$2.29K -25 -0.2%
TAM
795
Trust Asset Management
Texas
$1.22M +$168K +1,834 +16%
PWP
796
Principle Wealth Partners
Connecticut
$1.21M -$52.8K -576 -4%
IC
797
Inscription Capital
Texas
$1.21M +$1.21M +13,187 New
ANTB
798
AMG National Trust Bank
Colorado
$1.2M -$2.48K -27 -0.2%
FB
799
Fulton Bank
Pennsylvania
$1.2M -$72K -785 -6%
PWM
800
Perigon Wealth Management
California
$1.2M +$4.4K +48 +0.4%
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