MS icon

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.

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
1
Massachusetts Financial Services
Massachusetts
$1.68B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.5B
3
Macquarie Group
3
Macquarie Group
Australia
$363M
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.42B
5
ATN
5
AMF Tjänstepension
Sweden
$198M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
GA
2
Greenhaven Associates
New York
$25.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$56K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$467M
5
State Street
5
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$124M +$4.85M +52,845 +4%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$123M -$17.4M -189,349 -12%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$121M -$31.1M -339,432 -20%
RJA
104
Raymond James & Associates
Florida
$121M +$12.8M +139,095 +12%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$121M -$5.65M -61,582 -4%
JCM
106
Junto Capital Management
New York
$121M +$25.8M +281,636 +27%
ZIG
107
Zurich Insurance Group
Switzerland
$120M -$7.71M -84,039 -6%
Westfield Capital Management
108
Westfield Capital Management
Massachusetts
$119M -$33.9M -369,422 -22%
EWM
109
Evercore Wealth Management
New York
$118M -$375K -4,087 -0.3%
FMI
110
Factory Mutual Insurance
Massachusetts
$116M -$4.68M -51,053 -4%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$116M +$468K +5,105 +0.4%
SSM
112
Sound Shore Management
Connecticut
$114M -$5.55M -60,511 -5%
Stifel Financial
113
Stifel Financial
Missouri
$114M +$3.02M +32,900 +3%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$109M -$1.4M -15,238 -1%
MIFH
115
Migdal Insurance & Financial Holdings
Israel
$107M +$6.12M +66,736 +6%
N
116
Natixis
France
$104M +$58.8M +641,068 +130%
DLA
117
Douglas Lane & Associates
New York
$104M -$2.58M -28,182 -2%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$101M -$13.7M -149,934 -12%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$100M -$7.27M -79,271 -7%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$99.4M -$18.2M -198,834 -16%
CA
121
Capitolis Advisors
New York
$95M +$63M +687,580 +197%
SOMRS
122
State of Michigan Retirement System
Michigan
$94.8M +$58.9M +642,900 +165%
SIM
123
Sadoff Investment Management
Wisconsin
$92.8M -$1.14M -12,379 -1%
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$92.2M +$9.41M +102,619 +11%
Truist Financial
125
Truist Financial
North Carolina
$91.8M +$1.47M +16,074 +2%
3 4
5
6 7