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Morgan Stanley

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
Name Holding Trade Value Shares
Change
Shares
Change %
HC
1226
Hamilton Capital
Ohio
$243K
BCP
1227
Berkeley Capital Partners
Georgia
$243K +$243K +3,123 New
RIM
1228
Reliant Investment Management
Tennessee
$242K -$15.5K -200 -6%
EFSCE
1229
Enterprise Financial Services Corp (EFSC)
Missouri
$242K
RTS
1230
Round Table Services
New Jersey
$241K +$241K +3,100 New
PAM
1231
Private Asset Management
California
$239K
BS
1232
Boenning & Scattergood
Pennsylvania
$239K +$239K +3,081 New
IIC
1233
Integrated Investment Consultants
Michigan
$238K +$238K +3,060 New
CIS
1234
Capital International Sarl
California
$236K +$236K +3,042 New
NSB
1235
Norway Savings Bank
Maine
$235K -$12.4K -160 -5%
PFA
1236
Pathway Financial Advisors
Vermont
$235K +$235K +2,717 New
JCM
1237
Janney Capital Management
Pennsylvania
$235K +$235K +3,023 New
CQS
1238
Credential Qtrade Securities
$234K +$195K +2,516 +503%
CDH
1239
Charles D. Hyman
$234K +$234K +3,019 New
DIP
1240
DT Investment Partners
Pennsylvania
$233K -$21.8K -280 -9%
NWA
1241
Navis Wealth Advisors
New York
$233K
HCM
1242
Highlander Capital Management
New Jersey
$233K +$38.8K +500 +20%
CBFP
1243
Cedar Brook Financial Partners
Ohio
$231K -$6.85K -88 -3%
SIM
1244
SSI Investment Management
California
$230K +$230K +2,961 New
HIS
1245
Harvest Investment Services
Illinois
$229K +$229K +2,957 New
WSCM
1246
Wellington Shields Capital Management
New York
$226K +$226K +2,907 New
MMC
1247
Mizuho Markets Cayman
Cayman Islands
$226K +$226K +2,911 New
OFW
1248
Omnia Family Wealth
Florida
$225K -$5.29K -68 -2%
CA
1249
Continuum Advisory
Idaho
$225K +$225K +2,785 New
WA1
1250
Wimmer Associates 1
California
$225K +$225K +2,892 New