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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 %
CWM
1126
Curi Wealth Management
North Carolina
$376K +$275 +3 +0.1%
PVH
1127
Psagot Value Holdings
Israel
$375K -$41.2K -450 -10%
PMG
1128
ProVise Management Group
Florida
$375K -$7.52K -82 -2%
CCM
1129
Carlson Capital Management
Minnesota
$372K – – –
I
1130
INVST
Indiana
$372K +$86.5K +949 +30%
SMA
1131
Sage Mountain Advisors
Georgia
$372K +$372K +4,054 New
KTC
1132
Kistler-Tiffany Companies
Pennsylvania
$371K +$47.2K +515 +15%
ATC
1133
Adirondack Trust Company
New York
$370K +$45.8K +500 +14%
DWM
1134
Destination Wealth Management
California
$369K -$18.3K -200 -5%
WW
1135
Westshore Wealth
California
$369K – – –
MAG
1136
MRA Advisory Group
New Jersey
$369K +$369K +4,022 New
CWA
1137
Canvas Wealth Advisors
Kansas
$368K +$60.7K +663 +20%
GIA
1138
GHP Investment Advisors
Colorado
$367K – – –
WCA
1139
Westover Capital Advisors
Delaware
$367K – – –
LCS
1140
Levin Capital Strategies
New York
$367K +$367K +4,000 New
AWM
1141
Apollon Wealth Management
South Carolina
$366K -$40.6K -443 -10%
SWMG
1142
Strategic Wealth Management Group
Maryland
$365K -$63.7K -696 -15%
RMDI
1143
R.M. Davis Inc
Maine
$364K -$2.57K -28 -0.7%
DS
1144
DRW Securities
Illinois
$364K +$364K +3,967 New
ARC
1145
Advisor Resource Council
Texas
$364K +$364K +3,976 New
CA
1146
Calton & Associates
Florida
$361K -$9.36K -102 -3%
ECM
1147
Evergreen Capital Management
Washington
$360K +$57.4K +627 +19%
AWG
1148
Altus Wealth Group
Colorado
$357K -$2.56K -28 -0.7%
GCC
1149
Game Creek Capital
Massachusetts
$355K -$251K -2,745 -41%
KA
1150
Kovack Advisors
Florida
$355K -$77.5K -844 -18%
44 45
46
47 48