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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 %
QI
951
Qtron Investments
Massachusetts
$656K -$701K -7,646 -52%
SM
952
Salzhauer Michael
$654K – – –
EH
953
Equitable Holdings
New York
$650K +$29.2K +318 +5%
FVCM
954
F&V Capital Management
Florida
$648K – – –
BCM
955
Brown Capital Management
Maryland
$643K -$15.9K -173 -2%
PHS
956
Pekin Hardy Strauss
Illinois
$640K +$18.3K +200 +3%
WBG
957
Wharton Business Group
Pennsylvania
$638K – – –
APA
958
American Portfolios Advisors
New York
$637K +$188K +2,050 +42%
ICP
959
Interchange Capital Partners
Pennsylvania
$631K -$635K -6,931 -50%
WorldQuant Millennium Advisors
960
WorldQuant Millennium Advisors
New York
$626K -$1.94M -21,120 -76%
VWA
961
Visionary Wealth Advisors
Illinois
$622K +$22.1K +241 +4%
FNBOH
962
First National Bank of Hutchinson
Kansas
$622K +$24.7K +270 +4%
QP
963
Quilter Plc
United Kingdom
$618K +$916 +10 +0.1%
PCG
964
Private Capital Group
Connecticut
$618K +$46.5K +507 +8%
CH
965
Canton Hathaway
Rhode Island
$617K – – –
BC
966
Bartlett & Co
Ohio
$615K -$9.18K -100 -1%
RCAG
967
Rehmann Capital Advisory Group
Michigan
$615K -$13.3K -145 -2%
BCWM
968
Bartlett & Co Wealth Management
Ohio
$615K -$9.17K -100 -1%
CB
969
Community Bank
New York
$614K +$9.17K +100 +2%
WA
970
Wealth Alliance
New York
$613K -$66.6K -726 -10%
Luther King Capital Management (LKCM)
971
Luther King Capital Management (LKCM)
Texas
$611K +$611K +6,659 New
APC
972
Aspire Private Capital
North Carolina
$610K +$164K +1,784 +37%
OPS
973
Orion Portfolio Solutions
Nebraska
$607K +$18.9K +206 +3%
HA
974
Harbor Advisors
Florida
$606K – – –
AIA
975
Arbor Investment Advisors
North Carolina
$606K +$550 +6 +0.1%
37 38
39
40 41