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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 %
SS
1201
Sunbelt Securities
Texas
$297K +$45.7K +501 +18%
Financial Engines Advisors
1202
Financial Engines Advisors
California
$294K -$31.7K -345 -10%
NB
1203
NBT Bank
New York
$294K +$1.1K +12 +0.4%
CWP
1204
Curated Wealth Partners
California
$293K -$45.5K -497 -13%
HFM
1205
Harvest Fund Management
China
$293K – – –
Jones Financial Companies
1206
Jones Financial Companies
Missouri
$293K +$136K +1,486 +87%
ABC
1207
Associated Banc-Corp
Wisconsin
$293K +$293K +3,201 New
JSL
1208
JT Stratford LLC
Georgia
$292K -$6.06K -66 -2%
IIC
1209
Integrated Investment Consultants
Michigan
$290K +$9.44K +103 +3%
JWM
1210
JGP Wealth Management
Oregon
$289K -$3.55M -38,806 -92%
HC
1211
Hamilton Capital
Ohio
$288K +$1.37K +15 +0.5%
CT
1212
Chicago Trust
Illinois
$287K -$41.3K -451 -13%
JIC
1213
Johnson Investment Counsel
Ohio
$287K -$2.93K -32 -1%
HI
1214
Hudock Inc
Pennsylvania
$287K +$25.1K +274 +10%
GG
1215
Golden Green
South Carolina
$286K -$18.1K -197 -6%
WSCM
1216
Wellington Shields Capital Management
New York
$285K +$18.3K +200 +7%
RDWM
1217
Red Door Wealth Management
Tennessee
$285K +$285K +3,119 New
RTS
1218
Round Table Services
New Jersey
$284K – – –
VFPI
1219
Vantage Financial Partners (Illinois)
Illinois
$284K +$284K +3,100 New
PAM
1220
Private Asset Management
California
$283K – – –
BCP
1221
Berkeley Capital Partners
Georgia
$280K -$6.14K -67 -2%
AIM
1222
Anchor Investment Management
South Carolina
$279K +$45.8K +500 +20%
WTC
1223
WhitTier Trust Company
Nevada
$279K +$24K +262 +9%
MMC
1224
Mizuho Markets Cayman
Cayman Islands
$278K +$11.5K +126 +4%
PP
1225
Paloma Partners
Connecticut
$277K -$20.8M -226,753 -99%
47 48
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