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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 %
PPW
826
Parcion Private Wealth
Washington
$1.08M – – –
AWM
827
Altium Wealth Management
New York
$1.07M +$83K +905 +8%
QCG
828
Quadrant Capital Group
Ohio
$1.07M +$28.9K +315 +3%
OIA
829
OneDigital Investment Advisors
Kansas
$1.06M +$488K +5,319 +85%
APWA
830
Atlas Private Wealth Advisors
New Jersey
$1.05M -$5.05K -55 -0.5%
AAM
831
AR Asset Management
California
$1.05M – – –
IC
832
Intersect Capital
California
$1.04M -$69.2K -755 -6%
GC
833
GFG Capital
Florida
$1.03M -$5.23K -57 -0.5%
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$1.03M – – –
AC
835
Avestar Capital
New York
$1.03M +$373K +4,066 +57%
NCP
836
NexWave Capital Partners
New York
$1.03M – – –
TMAM
837
Tokio Marine Asset Management
Japan
$1.03M +$106K +1,152 +11%
SFFS
838
Stonehage Fleming Financial Services
Jersey
$1.02M – – –
LWM
839
Lyell Wealth Management
California
$1.02M +$22K +240 +2%
TF
840
TLWM Financial
Texas
$1.02M +$15.8K +172 +2%
WT
841
Whittier Trust
California
$1.02M +$129K +1,409 +15%
WT
842
Washington Trust
Rhode Island
$1.01M +$11.1K +121 +1%
CPO
843
Cerity Partners OCIO
New York
$1.01M +$69.9K +762 +7%
CAN
844
Claraphi Advisory Network
United States
$1.01M +$13K +142 +1%
PFM
845
Parsec Financial Management
North Carolina
$1.01M +$111K +1,207 +12%
SIA
846
Strategic Investment Advisors
Michigan
$1M +$395K +4,308 +65%
USAA
847
United Services Automobile Association
Texas
$993K -$533K -5,818 -35%
VWM
848
Venturi Wealth Management
Texas
$993K -$55.8K -609 -5%
UCFA
849
United Capital Financial Advisors
Texas
$992K -$177K -1,932 -15%
MC
850
Muhlenkamp & Co
Pennsylvania
$991K – – –
32 33
34
35 36