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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 %
DSC
976
Duncker Streett & Co
Missouri
$603K +$183 +2 +0%
SCM
977
SKBA Capital Management
California
$601K -$106K -1,150 -15%
CBOR
978
Community Bank of Raymore
Missouri
$600K – – –
PFGIA
979
Patriot Financial Group Insurance Agency
Massachusetts
$597K -$56.2K -613 -9%
DWA
980
Douglass Winthrop Advisors
New York
$595K +$183 +2 +0%
LDB
981
Lee, Danner & Bass
Tennessee
$594K – – –
T
982
TRUADVICE
Florida
$592K -$14.1K -146 -2%
KPW
983
Kore Private Wealth
New York
$592K +$82.5K +900 +16%
DIA
984
Davidson Investment Advisors
Montana
$589K -$51.8K -565 -8%
AWM
985
Avior Wealth Management
Nebraska
$589K – – –
ADL
986
Asset Dedication LLC
California
$589K +$344K +3,752 +140%
EWA
987
EP Wealth Advisors
California
$586K -$9.45K -103 -2%
ED
988
Exane Derivatives
France
$585K +$14.3K +153 +2%
VFA
989
Valeo Financial Advisors
Indiana
$585K -$20.6K -225 -3%
MA
990
Mutual Advisors
Nebraska
$585K +$33.7K +368 +6%
SCA
991
Sippican Capital Advisors
Massachusetts
$584K – – –
BB
992
Busey Bank
Illinois
$583K -$110K -1,198 -16%
SWA
993
Stratos Wealth Advisors
Ohio
$583K -$6.79K -74 -1%
PFBT
994
Parkside Financial Bank & Trust
Missouri
$580K -$23.3K -254 -4%
PCS
995
Personal CFO Solutions
New Jersey
$578K -$17.2K -188 -3%
CWM
996
Chicago Wealth Management
Illinois
$572K – – –
VWA
997
V Wealth Advisors
Kansas
$572K +$127K +1,387 +29%
JWCA
998
J.W. Cole Advisors
Florida
$571K -$88.4K -964 -13%
GFP
999
Gryphon Financial Partners
Ohio
$566K +$25.6K +463 +5%
CFG
1000
Citizens Financial Group
Rhode Island
$564K +$166K +1,807 +42%
38 39
40
41 42