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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 %
FG
1301
Fiduciary Group
Georgia
$228K +$228K +2,370 New
FCH
1302
Freestone Capital Holdings
Washington
$227K +$227K +2,474 New
FCA
1303
FinTrust Capital Advisors
South Carolina
$226K +$183 +2 +0.1%
CLOS
1304
Compagnie Lombard Odier SCmA
Switzerland
$225K +$152K +1,666 +208%
SBL
1305
Sargent Bickham Lagudis
Colorado
$224K +$2.29K +25 +1%
CWM
1306
Chesapeake Wealth Management
Virginia
$223K -$15.1K -165 -6%
AWA
1307
Aaron Wealth Advisors
Illinois
$223K +$223K +2,433 New
RW
1308
REDW Wealth
New Mexico
$223K +$223K +2,433 New
BTW
1309
Boston Trust Walden
Massachusetts
$222K +$222K +2,423 New
HTC
1310
Haverford Trust Company
Pennsylvania
$220K +$220K +2,395 New
FWM
1311
Focused Wealth Management
New York
$219K – – –
NEWAS
1312
N.E.W. Advisory Services
Wisconsin
$219K +$219K +2,380 New
NCM
1313
Neumann Capital Management
California
$217K +$217K +2,370 New
AIL
1314
AGF Investments LLC
Ontario, Canada
$215K +$5.05K +55 +2%
SHGA
1315
Sand Hill Global Advisors
California
$215K +$215K +2,346 New
OC
1316
Oakworth Capital
Alabama
$214K -$111K -1,204 -34%
ALAM
1317
Asahi Life Asset Management
Japan
$214K +$214K +2,330 New
ESB
1318
Essex Savings Bank
Connecticut
$214K +$214K +2,350 New
KS
1319
Karpas Strategies
Connecticut
$213K +$213K +2,320 New
RT
1320
Rockland Trust
Massachusetts
$213K +$213K +2,330 New
EWM
1321
Empirical Wealth Management
Washington
$212K +$212K +2,315 New
BWG
1322
Beta Wealth Group
California
$211K +$211K +2,300 New
CF
1323
Clarity Financial
Texas
$211K +$211K +2,304 New
CW
1324
CreativeOne Wealth
Kansas
$210K +$210K +2,295 New
FCM
1325
Firestone Capital Management
Florida
$209K +$92 +1 +0%
51 52
53
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