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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 %
SIC
1001
Salem Investment Counselors
North Carolina
$557K – – –
EWM
1002
Evermay Wealth Management
Virginia
$554K – – –
BFS
1003
Bard Financial Services
Connecticut
$554K +$156K +1,700 +39%
HPWM
1004
Highland Private Wealth Management
Washington
$552K -$2.29K -25 -0.4%
PRWA
1005
Platte River Wealth Advisors
Colorado
$551K +$200K +2,180 +57%
ONGA
1006
O'Neil Global Advisors
California
$550K -$147K -1,600 -21%
FIM
1007
Freedom Investment Management
Connecticut
$549K +$74.7K +815 +16%
DC
1008
Davenport & Co
Virginia
$547K +$14.9K +162 +3%
BONST
1009
Bank of Nova Scotia Trust
Ontario, Canada
$545K +$367 +4 +0.1%
MAM
1010
Mastrapasqua Asset Management
Tennessee
$541K -$33.9K -370 -6%
VFA
1011
Voya Financial Advisors
Connecticut
$537K -$2.01M -22,148 -79%
OIA
1012
Optimum Investment Advisors
Illinois
$536K -$87K -950 -14%
RI
1013
Ridgewood Investments
New Jersey
$535K – – –
TWI
1014
Thomas White International
Illinois
$534K -$312K -3,400 -37%
WWM
1015
Western Wealth Management
Colorado
$534K +$75.2K +819 +16%
WPW
1016
Warther Private Wealth
Ohio
$532K +$532K +5,778 New
SG
1017
StoneX Group
New York
$529K +$128K +1,392 +32%
BW
1018
Bison Wealth
Georgia
$522K -$279K -3,045 -35%
CCFCSB
1019
Cape Cod Five Cents Savings Bank
Massachusetts
$518K – – –
I2I
1020
Insight 2811 Inc
Illinois
$517K -$28.2K -307 -5%
AW
1021
ACG Wealth
Georgia
$516K +$734 +8 +0.1%
BB
1022
Bell Bank
North Dakota
$515K -$4.03K -44 -0.8%
CFMC
1023
Curbstone Financial Management Corp
New Hampshire
$515K – – –
BWM
1024
Buckley Wealth Management
Nevada
$514K +$104K +1,131 +25%
FA
1025
Financial Advisors
Massachusetts
$513K +$50.5K +550 +11%
39 40
41
42 43