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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 %
SWA
1401
Sutton Wealth Advisors
Florida
$79.7K +$5.5K +60 +7%
TFGT
1402
TS Financial Group (TSFG)
Illinois
$77K +$2.48K +27 +3%
AWM
1403
AllSquare Wealth Management
New York
$76K – – –
GWS
1404
Glassman Wealth Services
Virginia
$75K -$184 -2 -0.2%
CBT
1405
CoreFirst Bank & Trust
Kansas
$74K – – –
CC
1406
Corsicana & Co
Texas
$74K +$74K +807 New
BDWM
1407
Brewin Dolphin Wealth Management
Ireland
$73.4K – – –
PCC
1408
Park Circle Company
Maryland
$73K – – –
GAM
1409
Gemmer Asset Management
California
$72K +$3.03K +33 +4%
ECM
1410
Estabrook Capital Management
New York
$70.6K – – –
TWA
1411
TCI Wealth Advisors
Arizona
$69K -$1.19K -13 -2%
SA
1412
SRH Advisors
Kansas
$69K +$184 +2 +0.3%
CMA
1413
Cedar Mountain Advisors
Oregon
$69K +$183 +2 +0.3%
TLCM
1414
Twin Lakes Capital Management
California
$66K – – –
LWA
1415
Lenox Wealth Advisors
New York
$64K -$19.6K -214 -23%
MRCM
1416
M&R Capital Management
New Jersey
$64K – – –
CFD
1417
Creative Financial Designs
Indiana
$64K +$91 +1 +0.1%
CFA
1418
Carroll Financial Associates
North Carolina
$64K +$4.64K +51 +8%
TFIPS
1419
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.3K -$175K -1,908 -74%
SWA
1420
SOA Wealth Advisors
New York
$62K -$4.93K -54 -7%
HWA
1421
HHM Wealth Advisors
Tennessee
$62K – – –
CHA
1422
Carmichael Hill & Associates
Maryland
$61K -$3.4K -37 -5%
LFG
1423
Larson Financial Group
Missouri
$60K +$274 +3 +0.5%
PWS
1424
Paragon Wealth Strategies
Florida
$60K +$60K +651 New
LFASL
1425
Lugano Financial Advisors SA (LFA)
Switzerland
$57K +$57K +625 New
55 56
57
58 59