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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 %
HWAM
1026
Hennion & Walsh Asset Management
New Jersey
$512K -$151K -1,647 -23%
LIA
1027
LS Investment Advisors
Michigan
$509K -$3.27M -35,675 -87%
PBO
1028
Peoples Bank (Ohio)
Ohio
$508K -$3.94K -43 -0.8%
PPP
1029
Private Portfolio Partners
New Jersey
$505K -$8.25K -90 -2%
RIA
1030
Regal Investment Advisors
Michigan
$505K +$505K +5,506 New
KWM
1031
Kingsview Wealth Management
Oregon
$504K +$50.8K +552 +11%
IA
1032
IFP Advisors
Florida
$504K +$146K +1,585 +41%
NHC
1033
Nicholas Hoffman & Company
Georgia
$503K – – –
IA
1034
IFG Advisors
Missouri
$503K +$45.9K +500 +10%
MWM
1035
Maltin Wealth Management
New Jersey
$502K -$25.8K -281 -5%
CCG
1036
Capital CS Group
California
$502K +$502K +5,470 New
KOCAA
1037
Knights of Columbus Asset Advisors
Connecticut
$500K -$389K -4,241 -44%
GVAG
1038
Great Valley Advisor Group
Delaware
$499K +$29.2K +344 +6%
PFWA
1039
Paces Ferry Wealth Advisors
Georgia
$496K -$38K -414 -7%
EB
1040
Eastern Bank
Massachusetts
$492K -$21.2K -231 -4%
WPW
1041
Waldron Private Wealth
Pennsylvania
$491K -$3.3K -36 -0.7%
CIC
1042
Crawford Investment Counsel
Georgia
$490K +$45.9K +500 +10%
CG
1043
Colony Group
Massachusetts
$489K -$5.78K -63 -1%
LI
1044
LVZ Inc
Michigan
$488K +$488K +5,321 New
RPC
1045
Rossmore Private Capital
Connecticut
$487K +$45.8K +500 +10%
SYBT
1046
Stock Yards Bank & Trust
Kentucky
$485K – – –
FFG
1047
Frisch Financial Group
New York
$479K -$32.6K -355 -6%
LHC
1048
Little House Capital
Massachusetts
$479K +$479K +5,227 New
DLHL
1049
Donald L. Hagan LLC
Florida
$478K -$306K -3,335 -39%
CT
1050
Cambridge Trust
Massachusetts
$476K -$1.29K -14 -0.3%
40 41
42
43 44