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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
VH
2
ValueAct Holdings
California
$0
3
GA
3
Greenhaven Associates
New York
$442M
4
Franklin Resources
4
Franklin Resources
California
$451M
5
Invesco
5
Invesco
Georgia
$954M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1276
Cornerstone Wealth Management
Missouri
$208K +$208K +2,680 New
HWM
1277
Hemington Wealth Management
Virginia
$208K +$208K +2,682 New
WAM
1278
Weatherly Asset Management
California
$208K +$208K +2,684 New
SWP
1279
Strategic Wealth Partners
Ohio
$207K -$23.3K -300 -10%
BFA
1280
Beaumont Financial Advisors
Massachusetts
$207K +$207K +2,663 New
WI
1281
WrapManager Inc
California
$205K -$39.9K -514 -16%
SICM
1282
Sustainable Insight Capital Management
New York
$205K -$31.6K -406 -13%
EFM
1283
E Fund Management
China
$205K +$205K +2,638 New
GI
1284
Gradient Investments
Minnesota
$204K -$6.38K -82 -3%
AF
1285
Allworth Financial
California
$204K +$233 +3 +0.1%
MAM
1286
McLean Asset Management
Virginia
$204K +$204K +2,485 New
FFG
1287
Fortem Financial Group
California
$203K +$103K +1,329 +103%
CWM
1288
Chesapeake Wealth Management
Virginia
$202K +$202K +2,596 New
SBIA
1289
Sheaff Brock Investment Advisors
Indiana
$201K -$39.3K -504 -16%
PIA
1290
Powell Investment Advisors
Florida
$201K +$201K +2,591 New
TFIPS
1291
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K -$4.28M -55,142 -96%
AIM
1292
Anchor Investment Management
South Carolina
$197K -$4.43K -57 -2%
FCA
1293
FinTrust Capital Advisors
South Carolina
$192K +$39.2K +504 +26%
SBL
1294
Sargent Bickham Lagudis
Colorado
$188K – – –
SSB
1295
Sandy Spring Bank
Maryland
$187K +$66.5K +853 +55%
FMP
1296
Financial Management Professionals
Texas
$187K +$73K +941 +64%
FWM
1297
Focused Wealth Management
New York
$186K -$389 -5 -0.2%
RCG
1298
Rock Creek Group
District of Columbia
$181K -$121K -1,567 -40%
AIL
1299
AGF Investments LLC
Ontario, Canada
$178K -$60.7K -780 -25%
FCM
1300
Firestone Capital Management
Florida
$177K -$11K -141 -6%
50 51
52
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