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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 %
BCM
926
Brookstone Capital Management
Illinois
$722K +$722K +7,744 New
CIM
927
CIM Investment Management
Pennsylvania
$721K -$3.85K -42 -0.5%
ATPW
928
Ashton Thomas Private Wealth
Arizona
$718K -$348K -3,797 -33%
Lido Advisors
929
Lido Advisors
California
$718K -$129K -1,401 -15%
CWM
930
Circle Wealth Management
New Jersey
$716K +$77.6K +846 +12%
MIC
931
Meridian Investment Counsel
California
$715K – – –
WOC
932
West Oak Capital
California
$711K – – –
ACM
933
Advisors Capital Management
New Jersey
$711K +$164K +1,784 +30%
DA
934
DCM Advisors
New York
$711K +$711K +7,752 New
WCM
935
Washburn Capital Management
Florida
$708K +$60.5K +660 +9%
KFS
936
Kurt F. Somerville
$701K -$55.6K -606 -7%
CCA
937
Childress Capital Advisors
Texas
$692K -$188K -2,051 -21%
LP
938
LMR Partners
United Kingdom
$692K +$53.8K +586 +8%
PTC
939
Private Trust Company
Ohio
$691K -$459 -5 -0.1%
TWM
940
TriaGen Wealth Management
California
$690K -$235K -2,453 -25%
TCM
941
Tributary Capital Management
Nebraska
$679K -$18.4K -200 -3%
MFG
942
Magnus Financial Group
New York
$678K -$28.7K -313 -4%
AMC
943
Asset Management Corp
Illinois
$678K -$26.9K -294 -4%
GLA
944
Good Life Advisors
Pennsylvania
$677K -$31.7K -346 -4%
GG
945
Gofen & Glossberg
Illinois
$675K +$48.6K +530 +8%
WI
946
Wintrust Investments
Illinois
$669K +$274K +2,982 +69%
LIG
947
Lokken Investment Group
Delaware
$663K +$37.5K +409 +6%
WF
948
Welch & Forbes
Massachusetts
$663K +$108K +1,177 +19%
TCM
949
Tuttle Capital Management
Connecticut
$659K -$130K -1,415 -16%
BG
950
Bahl & Gaynor
Ohio
$659K +$34.4K +375 +6%
36 37
38
39 40