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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 %
WAM
1051
Wolverine Asset Management
Illinois
$474K -$130K -1,423 -22%
FIA
1052
Foundations Investment Advisors
Arizona
$474K +$184K +2,040 +64%
EWA
1053
Exencial Wealth Advisors
Oklahoma
$473K +$107K +1,166 +29%
JSC
1054
Jackson Square Capital
California
$472K +$37.8K +412 +9%
EW
1055
Evoke Wealth
California
$469K -$456K -4,970 -49%
SS
1056
Simplicity Solutions
Minnesota
$469K +$110K +1,205 +31%
SFS
1057
Strategic Financial Services
New York
$466K – – –
BAM
1058
Belpointe Asset Management
Nevada
$465K -$15.4K -167 -3%
FPCG
1059
Fort Pitt Capital Group
Pennsylvania
$464K +$13.8K +150 +3%
LNB
1060
Ledyard National Bank
$461K – – –
VCM
1061
Vivaldi Capital Management
Illinois
$460K -$31.3K -301 -6%
C
1062
Certuity
Florida
$460K +$139K +1,512 +43%
PCA
1063
Personal Capital Advisors
California
$459K +$23.3K +254 +5%
ACI
1064
Alpha Cubed Investments
California
$458K +$10.5K +115 +2%
GLA
1065
Great Lakes Advisors
Illinois
$455K -$59.3K -646 -12%
1WA
1066
180 Wealth Advisors
Washington
$454K -$46.7K -457 -9%
CHAM
1067
Clear Harbor Asset Management
Connecticut
$454K +$22.1K +241 +5%
TNBTD
1068
Trustmark National Bank Trust Department
Mississippi
$454K +$106K +1,161 +31%
CWP
1069
Concord Wealth Partners
Virginia
$452K +$84.6K +923 +23%
GA
1070
Geller Advisors
New York
$450K -$1.29K -14 -0.3%
NFG
1071
Next Financial Group
Texas
$450K +$49.3K +538 +12%
HPC
1072
HM Payson & Co
Maine
$449K -$4.68K -51 -1%
AFP
1073
Ausdal Financial Partners
Iowa
$448K -$20.5K -223 -4%
S
1074
Seeyond
France
$448K +$1.92K +21 +0.4%
NSIM
1075
North Star Investment Management
Illinois
$446K +$21.5K +235 +5%
41 42
43
44 45