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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 %
BFC
1376
Bedel Financial Consulting
Indiana
$111K +$1.83K +20 +2%
SIM
1377
Sonora Investment Management
Arizona
$106K +$8.84K +96 +9%
JCM
1378
Jacobi Capital Management
Pennsylvania
$106K +$20.8K +227 +24%
WPA
1379
West Paces Advisors
Georgia
$104K +$4.13K +45 +4%
CWA
1380
Clearview Wealth Advisors
Oregon
$104K +$57.6K +629 +124%
RMC
1381
Resources Management Corp
Connecticut
$102K – – –
RFA
1382
Reilly Financial Advisors
California
$102K +$29.5K +323 +41%
FMTCOCP
1383
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K +$91.5K +1,000 +962%
BWL
1384
Bogart Wealth LLC
Virginia
$99K -$5.04M -55,171 -98%
CAL
1385
Capital Advisors Ltd
Ohio
$99K – – –
FA
1386
Fortis Advisors
Pennsylvania
$99K +$457 +5 +0.5%
BHWM
1387
Bay Harbor Wealth Management
Maryland
$95K +$548 +6 +0.6%
TWM
1388
Tradition Wealth Management
Minnesota
$93K – – –
FGAM
1389
Financial Gravity Asset Management
Texas
$92K -$6.94K -4 -7%
FNBOSM
1390
First National Bank of South Miami
Florida
$92K – – –
WR
1391
WD Rutherford
Oregon
$89K – – –
ME
1392
McIlrath & Eck
Washington
$89K +$39.6K +432 +80%
GFPC
1393
Global Financial Private Client
Florida
$88.7K – – –
FCMT
1394
Founders Capital Management (Texas)
Texas
$87K +$274 +3 +0.3%
TFO
1395
Tarbox Family Office
California
$86K +$5.39K +59 +7%
CWM
1396
Cedar Wealth Management
California
$85K – – –
GM
1397
GeoWealth Management
Illinois
$84K +$84K +911 New
LTI
1398
Laffer Tengler Investments
Tennessee
$83.5K -$394K -4,298 -83%
SFSIG
1399
San Francisco Sentry Investment Group
California
$82K – – –
FMII
1400
Farmers & Merchants Investments Inc
Nebraska
$80K +$1.01K +11 +1%
54 55
56
57 58