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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 %
FMP
1276
Financial Management Professionals
Texas
$245K +$24.4K +267 +11%
WWM
1277
Wagner Wealth Management
South Carolina
$245K +$35.6K +388 +17%
CCM
1278
Covington Capital Management
California
$245K +$41.7K +454 +21%
5L
1279
55I LLC
Massachusetts
$245K +$245K +2,677 New
SWP
1280
Strategic Wealth Partners
Ohio
$244K – – –
EAM
1281
Eukles Asset Management
Ohio
$242K -$369K -4,026 -60%
HWM
1282
Hemington Wealth Management
Virginia
$242K -$3.94K -43 -2%
CA
1283
Continuum Advisory
Idaho
$241K -$14.4K -157 -6%
CFGS
1284
Concourse Financial Group Securities
Alabama
$241K -$11.4K -124 -5%
AF
1285
Allworth Financial
California
$241K +$367 +4 +0.2%
TC
1286
Tatro Capital
Kentucky
$239K -$214K -2,335 -47%
PIA
1287
Powell Investment Advisors
Florida
$239K +$919 +10 +0.4%
FFA
1288
First Foundation Advisors
California
$239K +$239K +2,604 New
SAM
1289
Sompo Asset Management
Japan
$238K +$238K +2,600 New
RMAM
1290
Raab & Moskowitz Asset Management
New Jersey
$236K -$18.3K -200 -7%
HI
1291
Humankind Investments
New York
$233K +$233K +2,539 New
KFGK
1292
Keystone Financial Group (Kentucky)
Kentucky
$233K +$233K +2,546 New
MAM
1293
McLean Asset Management
Virginia
$231K +$4.65K +51 +2%
ESCM
1294
Echo Street Capital Management
New York
$230K -$440K -4,802 -66%
UF
1295
Univest Financial
Pennsylvania
$230K +$230K +2,507 New
SGI
1296
Summit Global Investments
Utah
$230K +$230K +2,513 New
HCM
1297
Highlander Capital Management
New Jersey
$229K -$45.8K -500 -17%
BMO
1298
Beck Mack & Oliver
New York
$229K +$229K +2,500 New
CCFM
1299
Clear Creek Financial Management
Washington
$229K +$229K +2,500 New
BOPW
1300
Brandywine Oak Private Wealth
Pennsylvania
$229K +$229K +2,507 New
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