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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 %
HCM
801
Howland Capital Management
Massachusetts
$1.19M – – –
FFA
802
Freedman Financial Associates
Massachusetts
$1.19M +$1.14M +12,470 +2,494%
ST
803
Somerset Trust
Pennsylvania
$1.18M +$6.51K +71 +0.6%
FNT
804
First National Trust
Pennsylvania
$1.18M -$13.6K -148 -1%
SC
805
Shay Capital
New York
$1.16M -$3.42M -37,300 -75%
BAM
806
Berkshire Asset Management
Pennsylvania
$1.16M – – –
MGIA
807
Moneta Group Investment Advisors
Missouri
$1.16M +$97.6K +1,064 +9%
SACTSONJ
808
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.16M – – –
DAM
809
Delta Asset Management
Tennessee
$1.15M -$55K -600 -5%
DWT
810
Dorsey & Whitney Trust
South Dakota
$1.15M +$15.9K +173 +1%
BWM
811
Bulltick Wealth Management
Florida
$1.15M +$1.15M +12,522 New
SM
812
Southport Management
Wyoming
$1.15M – – –
IWC
813
Integrated Wealth Concepts
Massachusetts
$1.14M +$503K +5,490 +79%
SBIA
814
Sheaff Brock Investment Advisors
Indiana
$1.13M +$892K +9,718 +377%
WWM
815
Windsor Wealth Management
Indiana
$1.13M +$22.3K +243 +2%
HBT
816
Hills Bank & Trust
Iowa
$1.12M -$19.3K -210 -2%
DZ Bank
817
DZ Bank
Germany
$1.12M +$224K +2,470 +25%
LWP
818
Legacy Wealth Partners
California
$1.12M +$1.12M +12,178 New
PGIM
819
Pacific Global Investment Management
California
$1.12M -$3.85K -42 -0.3%
CHC
820
City Holding Co
West Virginia
$1.12M +$527K +5,751 +90%
SAM
821
Silvercrest Asset Management
New York
$1.11M -$55.7K -607 -5%
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$1.11M -$183K -1,999 -14%
AC
823
Abbrea Capital
California
$1.11M +$186K +2,030 +20%
TCOT
824
Trust Company of Toledo
Ohio
$1.09M -$92 -1 -0%
BP
825
Ballentine Partners
Massachusetts
$1.08M +$116K +1,263 +12%
31 32
33
34 35