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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 %
HI
851
Hoey Investments
Pennsylvania
$989K -$863K -9,412 -47%
BAM
852
Blueshift Asset Management
New Jersey
$988K -$5.97M -65,078 -86%
HI
853
Horizon Investments
North Carolina
$984K -$3.19M -35,059 -76%
CA
854
Cetera Advisors
Colorado
$980K -$12.5K -137 -1%
CM
855
Capula Management
Cayman Islands
$960K +$960K +10,549 New
HH
856
Hilltop Holdings
Texas
$952K +$258K +2,813 +37%
MCM
857
MAI Capital Management
Ohio
$950K +$114K +1,241 +14%
CT
858
Columbia Trust
Oregon
$949K +$142K +1,544 +18%
NFC
859
Northeast Financial Consultants
Connecticut
$948K +$10.5K +114 +1%
BCM
860
Bourgeon Capital Management
Connecticut
$935K – – –
QSS
861
Quantitative Systematic Strategies
Florida
$934K -$413K -4,502 -31%
CIP
862
Cornerstone Investment Partners
Georgia
$930K – – –
AWM
863
Accurate Wealth Management
Florida
$930K +$930K +10,143 New
LWIC
864
Leith Wheeler Investment Counsel
British Columbia, Canada
$928K – – –
B
865
Barings
North Carolina
$923K -$1.93M -21,009 -68%
RZH
866
Relyea Zuckerberg Hanson
Connecticut
$920K – – –
PAWC
867
P.A.W. Capital
Connecticut
$917K – – –
JFGLC
868
Johnson Financial Group LLC (Colorado)
Colorado
$913K +$201K +2,191 +28%
CASB
869
Cape Ann Savings Bank
Massachusetts
$911K +$911K +9,931 New
LIM
870
Leavell Investment Management
Alabama
$893K – – –
HPC
871
Hobart Private Capital
North Carolina
$890K -$14.6K -159 -2%
VCA
872
Verdence Capital Advisors
Maryland
$890K -$465K -5,075 -34%
TC
873
Trilogy Capital
California
$885K +$885K +9,539 New
BJL
874
Brighton Jones LLC
Washington
$882K +$53.4K +582 +6%
FCI
875
Financial Counselors Inc
Kansas
$881K -$550 -6 -0.1%
33 34
35
36 37