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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 %
OPPTF
901
OPSEU Pension Plan Trust Fund
Ontario, Canada
$818K -$1.25M -13,679 -60%
FNFDCM
902
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$809K -$367K -4,000 -31%
JWCA
903
J.W. Coons Advisors
Ohio
$809K -$5.05K -55 -0.6%
TI
904
Trexquant Investment
Connecticut
$808K -$6.35M -69,235 -89%
TAIM
905
TD Ameritrade Investment Management
Nebraska
$804K -$24.7K -269 -3%
EA
906
Emerald Advisors
Washington
$804K +$190K +2,073 +31%
BHBT
907
Burke & Herbert Bank & Trust
Virginia
$790K – – –
LB
908
Legacy Bridge
Iowa
$788K – – –
OIM
909
Orca Investment Management
Oregon
$785K -$160K -1,747 -17%
NVIM
910
New Vernon Investment Management
Illinois
$784K – – –
HIA
911
Harbor Investment Advisory
Maryland
$777K +$201K +2,193 +35%
EGA
912
E&G Advisors
Texas
$770K -$660K -8,501 Closed
III
913
Independent Investors Inc
New York
$753K – – –
HI
914
Harbour Investments
Wisconsin
$751K +$93.2K +1,017 +14%
EP
915
Eudaimonia Partners
Tennessee
$750K +$276K +3,006 +58%
PWLP
916
Prio Wealth Limited Partnership
Massachusetts
$747K -$47.7K -520 -6%
RSS
917
Rosenblum Silverman Sutton
California
$739K -$3.67K -40 -0.5%
SFO
918
Standard Family Office
South Dakota
$734K – – –
FPCP
919
Fort Point Capital Partners
California
$730K – – –
OR
920
Olympiad Research
Connecticut
$727K -$155K -1,685 -18%
SRC
921
Shufro Rose & Co
New York
$726K -$27.5K -300 -4%
RIG
922
Renaissance Investment Group
Massachusetts
$724K – – –
AWE
923
Avidian Wealth Enterprises
Texas
$724K +$127K +1,385 +21%
OHU
924
Odey Holdings (UK)
United Kingdom
$724K +$724K +7,900 New
TPWA
925
TRUE Private Wealth Advisors
Oregon
$722K -$51.2K -559 -7%
35 36
37
38 39