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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 %
BCA
1326
Bay Colony Advisors
Massachusetts
$209K +$209K +2,284 New
HCM
1327
Hodges Capital Management
Texas
$208K +$208K +2,270 New
CMI
1328
Clare Market Investments
Texas
$207K +$207K +2,254 New
LC
1329
LCNB Corp
Ohio
$206K +$206K +2,244 New
BCA
1330
Berman Capital Advisors
Georgia
$205K – – –
MWM
1331
Mission Wealth Management
California
$205K +$205K +2,233 New
BHIA
1332
Birch Hill Investment Advisors
Massachusetts
$205K +$205K +2,238 New
RC
1333
Roundview Capital
New Jersey
$204K +$204K +2,224 New
CAI
1334
Capital Advisors Inc
Oklahoma
$202K -$118K -1,286 -37%
GIM
1335
Groesbeck Investment Management
New Jersey
$202K +$202K +2,200 New
BFA
1336
Beaumont Financial Advisors
Massachusetts
$201K -$43.6K -475 -18%
FPS
1337
Fieldpoint Private Securities
Connecticut
$201K -$7.85K -77 -4%
CIM
1338
Cambria Investment Management
California
$201K +$201K +2,194 New
EA
1339
Ellsworth Advisors
Ohio
$201K +$201K +2,195 New
SSB
1340
Sandy Spring Bank
Maryland
$199K -$21.1K -230 -10%
PWMG
1341
Prestige Wealth Management Group
New Jersey
$192K – – –
VNA
1342
Valley National Advisers
Pennsylvania
$190K +$12K +131 +7%
IFA
1343
Interactive Financial Advisors
Illinois
$183K – – –
ONST
1344
Old North State Trust
North Carolina
$180K – – –
BWM
1345
BerganKDV Wealth Management
Minnesota
$178K – – –
KFA
1346
Krane Funds Advisors
New York
$176K -$333K -3,634 -65%
EWM
1347
Endurance Wealth Management
Rhode Island
$175K – – –
ANBT
1348
American National Bank & Trust
Texas
$169K +$168K +1,835 +26,214%
MC
1349
Maverick Capital
Texas
$159K -$3.65M -39,672 -96%
GLLW
1350
Graves Light Lenhart Wealth
Virginia
$157K – – –
52 53
54
55 56