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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 %
BWM
1351
Baystate Wealth Management
Massachusetts
$155K +$642 +7 +0.4%
KFI
1352
Key Financial Inc
Pennsylvania
$152K +$19.2K +200 +14%
First Manhattan
1353
First Manhattan
New York
$150K +$6.95K +76 +5%
EBA
1354
Eagle Bay Advisors
New York
$148K +$148K +1,621 New
LC
1355
Lindbrook Capital
California
$147K -$2.02K -22 -1%
EWM
1356
Edge Wealth Management
New York
$147K – – –
CDIA
1357
Capital Directions Investment Advisors
Georgia
$142K +$142K +1,545 New
VRM
1358
Vectors Research Management
New York
$138K – – –
CA
1359
Clearstead Advisors
Ohio
$136K -$183 -2 -0.1%
CWM
1360
Cranbrook Wealth Management
Michigan
$134K -$3.3K -36 -2%
SCA
1361
Stonebridge Capital Advisors
Minnesota
$133K +$66.5K +780 +100%
AWA
1362
Arkadios Wealth Advisors
Georgia
$127K +$5.5K +60 +5%
GRP
1363
Global Retirement Partners
California
$127K +$27.5K +299 +28%
CWC
1364
Carolinas Wealth Consulting
North Carolina
$126K -$33.5K -366 -21%
EBSAM
1365
Eubel Brady & Suttman Asset Management
Ohio
$125K -$125K -1,612 -50%
SCM
1366
Silvant Capital Management
Georgia
$124K – – –
IBOK
1367
Independence Bank of Kentucky
Kentucky
$122K -$9.19K -100 -7%
BC
1368
Burleson & Co
California
$121K +$276 +3 +0.2%
GG
1369
Gleason Group
Kentucky
$121K +$459 +5 +0.4%
Kayne Anderson Rudnick Investment Management
1370
Kayne Anderson Rudnick Investment Management
California
$119K +$7.35K +80 +7%
HCP
1371
Hexagon Capital Partners
Arkansas
$119K +$16.7K +182 +16%
DAC
1372
Dividend Assets Capital
South Carolina
$116K -$18.3K -200 -14%
AHC
1373
Adell Harriman & Carpenter
Texas
$111K +$111K +1,213 New
PWM
1374
Prentice Wealth Management
New York
$111K -$1.47K -16 -1%
EWA
1375
Evolution Wealth Advisors
Florida
$111K – – –
53 54
55
56 57