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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 %
CB
1151
CNB Bank
Pennsylvania
$355K +$6.96K +76 +2%
CWM
1152
Centric Wealth Management
Illinois
$355K +$92.6K +1,011 +35%
CL
1153
CPWM LLC
Washington
$353K +$38K +415 +12%
WW
1154
Waterfront Wealth
Kansas
$352K +$3.57K +39 +1%
RWA
1155
Redhawk Wealth Advisors
Minnesota
$351K +$7.8K +85 +2%
GD
1156
Grandfield & Dodd
New York
$350K -$9.25K -100 -3%
NP
1157
NorthRock Partners
Minnesota
$350K +$83.7K +912 +31%
EFS
1158
Essex Financial Services
Connecticut
$349K – – –
LFA
1159
Legacy Financial Advisors
Kentucky
$349K +$9.45K +103 +3%
FMBTD
1160
First Midwest Bank Trust Division
Illinois
$348K -$30.2K -330 -8%
CAM
1161
Cozad Asset Management
Illinois
$348K +$48.3K +527 +16%
LWAC
1162
Laurel Wealth Advisors (California)
California
$348K +$56.6K +619 +19%
LGA
1163
Lebenthal Global Advisors
New York
$347K -$14.8K -162 -4%
Cohen & Steers
1164
Cohen & Steers
New York
$345K -$78.9K -861 -19%
OMC
1165
Overbrook Management Corp
New York
$345K – – –
BMM
1166
Buffington Mohr McNeal
Idaho
$344K -$36.7K -400 -10%
BB
1167
Berkshire Bank
Massachusetts
$340K +$3.66K +40 +1%
NW
1168
NewEdge Wealth
Pennsylvania
$339K – – –
HA
1169
HYA Advisors
Missouri
$339K +$733 +8 +0.2%
JFL
1170
Jarislowsky, Fraser Ltd
Quebec, Canada
$339K +$339K +3,700 New
SAS
1171
Stelac Advisory Services
New York
$337K +$337K +3,670 New
TA
1172
Tiedemann Advisors
New York
$336K -$278K -3,042 -45%
PFA
1173
Pinnacle Family Advisors
Missouri
$336K +$26.2K +286 +8%
PLFAM
1174
Pineno Levin & Ford Asset Management
Virginia
$333K – – –
MHR
1175
Matthew Hamilton Rosenberg
$332K – – –
45 46
47
48 49