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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 %
ST
876
Smithfield Trust
Pennsylvania
$879K -$8.62K -94 -1%
FAM
877
Fulcrum Asset Management
United Kingdom
$879K -$700K – –
IAS
878
IMA Advisory Services
Colorado
$877K +$53.6K +585 +7%
TCOV
879
Trust Company of Vermont
Vermont
$868K -$14.1K -154 -2%
D.E. Shaw & Co
880
D.E. Shaw & Co
New York
$867K -$11.3M -123,719 -93%
BFS
881
Bradley Foster & Sargent
Connecticut
$867K +$4.58K +50 +0.5%
DMBA
882
Deseret Mutual Benefit Administrators
Utah
$864K +$864K +9,418 New
BTWM
883
Baker Tilly Wealth Management
Wisconsin
$863K +$57.5K +627 +7%
LCM
884
Laurion Capital Management
New York
$861K -$37.9M -413,267 -98%
FWIA
885
Fort Washington Investment Advisors
Ohio
$861K -$66.4K -725 -7%
CCM
886
Corsair Capital Management
New York
$856K -$7.97K -87 -0.9%
IIC
887
Ironwood Investment Counsel
Arizona
$851K +$82.6K +901 +11%
SG
888
Stonnington Group
California
$850K -$26.3K -300 -3%
CTI
889
Community Trust & Investment
Kentucky
$850K +$342K +3,732 +67%
FHA
890
First Horizon Advisors
Tennessee
$848K -$42.5K -465 -5%
BSA
891
Bull Street Advisors
Georgia
$846K -$13.8K -150 -2%
LSAG
892
Lake Street Advisors Group
New Hampshire
$846K +$5.86K +56 +0.7%
NNP
893
Nachman Norwood & Parrott
South Carolina
$842K +$3.58K +39 +0.4%
SB
894
Strategic Blueprint
Georgia
$837K +$115K +1,249 +16%
JFGIW
895
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$831K -$14.7K -160 -2%
SAM
896
Strategy Asset Managers
California
$829K +$30K +327 +4%
CCMT
897
CMT Capital Markets Trading
Germany
$826K -$387K -4,218 -32%
RR
898
Robotti Robert
$825K – – –
PCP
899
Proficio Capital Partners
Massachusetts
$825K +$58.8K +642 +8%
OWA
900
Outlook Wealth Advisors
Texas
$819K +$57.4K +626 +8%
34 35
36
37 38