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Morgan Stanley
MS

Overview Fund Activity

1,505 hedge funds and large institutions have $124B invested in Morgan Stanley in 2021 Q1 according to their latest regulatory filings, with 236 funds opening new positions, 631 increasing their positions, 461 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,505
Holders Change
+146
Holders Change %
+10.74%
% of All Funds
26.5%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.25%
New
236
Increased
631
Reduced
461
Closed
82
Calls
$1.83B
Puts
$2.84B
Net Calls
-$1B
Net Calls Change
-$326M

Top Buyers

1
State Street
State Street
Massachusetts
$10.3B
2
BlackRock
BlackRock
New York
$9.27B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.04B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.47B
5
Vanguard Group
Vanguard Group
Pennsylvania
$9.4B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.35B
2
VH
ValueAct Holdings
California
$0
3
GA
Greenhaven Associates
New York
$442M
4
Franklin Resources
Franklin Resources
California
$451M
5
Invesco
Invesco
Georgia
$954M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1201
MCF Advisors
Kentucky
$263K – – –
PFA
1202
Pinnacle Family Advisors
Missouri
$262K +$262K +3,375 New
GL
1203
Graypoint LLC
New York
$258K +$9.7K +125 +4%
I
1204
INVST
Indiana
$258K +$258K +3,130 New
WCM
1205
Wedge Capital Management
North Carolina
$257K -$29.7M -381,774 -99%
GG
1206
Golden Green
South Carolina
$257K – – –
FAM
1207
Formidable Asset Management
Ohio
$257K +$7.29K +93 +3%
ECM
1208
Evergreen Capital Management
Washington
$257K +$257K +3,303 New
HHGA
1209
Halbert Hargrove Global Advisors
California
$256K +$1.48K +19 +0.6%
TFCP
1210
Twin Focus Capital Partners
Massachusetts
$256K +$6.98K +90 +3%
APP
1211
Avantax Planning Partners
Iowa
$255K +$255K +3,282 New
SIA
1212
SkyView Investment Advisors
New Jersey
$254K -$20.3K -261 -7%
FIA
1213
Foundations Investment Advisors
Arizona
$254K +$4.83K +61 +2%
CAM
1214
Cozad Asset Management
Illinois
$254K +$254K +3,273 New
JSL
1215
JT Stratford LLC
Georgia
$252K – – –
NFP
1216
Narus Financial Partners
Utah
$251K +$251K +3,233 New
EBSAM
1217
Eubel Brady & Suttman Asset Management
Ohio
$250K +$250K +3,224 New
HSA
1218
HBK Sorce Advisory
Pennsylvania
$249K +$249K +3,205 New
BWAM
1219
Boyd Watterson Asset Management
Ohio
$248K -$7.45K -96 -3%
NB
1220
NBT Bank
New York
$248K – – –
HFM
1221
Harvest Fund Management
China
$247K +$9.3K +120 +4%
LWAC
1222
Laurel Wealth Advisors (California)
California
$247K +$247K +3,186 New
JIC
1223
Johnson Investment Counsel
Ohio
$246K +$5.28K +68 +2%
ISWM
1224
Independent Solutions Wealth Management
New York
$246K +$246K +3,164 New
BBNA
1225
Bremer Bank National Association
Minnesota
$243K -$71.5K -921 -23%
47 48
49
50 51