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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 %
JCM
1226
Janney Capital Management
Pennsylvania
$277K – – –
RCG
1227
Rock Creek Group
District of Columbia
$277K +$62.9K +686 +29%
NWA
1228
Navis Wealth Advisors
New York
$275K – – –
DIP
1229
DT Investment Partners
Pennsylvania
$275K – – –
SOAMC
1230
Spirit of America Management Corp
New York
$275K +$275K +3,000 New
SIM
1231
SSI Investment Management
California
$273K +$460 +5 +0.2%
PB
1232
Pinnacle Bancorp
Nebraska
$273K +$246K +2,680 +902%
EFSCE
1233
Enterprise Financial Services Corp (EFSC)
Missouri
$272K -$14.3K -156 -5%
NSB
1234
Norway Savings Bank
Maine
$271K -$6.87K -75 -2%
VA
1235
Valmark Advisers
Ohio
$271K +$271K +2,957 New
HCM
1236
Hall Capital Management
Rhode Island
$269K +$269K +2,939 New
CQS
1237
Credential Qtrade Securities
$269K -$7.7K -84 -3%
ZB
1238
Zions Bancorporation
Utah
$268K -$49.3K -537 -16%
PMAS
1239
PNC Managed Account Solutions
Texas
$268K +$268K +2,927 New
AWA
1240
Arete Wealth Advisors
Illinois
$267K -$81K -1,091 -23%
SB
1241
Simmons Bank
Arkansas
$266K +$266K +2,903 New
BAIA
1242
Bel Air Investment Advisors
California
$265K -$607K -6,625 -70%
WA1
1243
Wimmer Associates 1
California
$265K – – –
OFW
1244
Omnia Family Wealth
Florida
$265K – – –
FAM
1245
Formidable Asset Management
Ohio
$263K -$36.5K -400 -12%
LCM
1246
Leisure Capital Management
California
$263K – – –
GEA
1247
Glen Eagle Advisors
New Jersey
$262K +$243K +2,645 +1,219%
AIC
1248
Ameritas Investment Company
Nebraska
$261K -$3.27M -7,110 -93%
BBNA
1249
Bremer Bank National Association
Minnesota
$261K -$25.8K -282 -9%
HIS
1250
Harvest Investment Services
Illinois
$261K -$9.51K -104 -4%
48 49
50
51 52