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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 %
1832 Asset Management
1426
1832 Asset Management
Ontario, Canada
$56K -$315M -3,416,022 -100%
LAS
1427
Lloyd Advisory Services
Georgia
$55K -$921 -10 -2%
HIM
1428
Hillsdale Investment Management
Ontario, Canada
$55K – – –
BEI
1429
Benjamin Edwards Inc
Missouri
$55K – – –
UFF
1430
USA Financial Formulas
Michigan
$54K -$35.2K -386 -39%
CCC
1431
Crescent Capital Consulting
Louisiana
$54K – – –
PFA
1432
Professional Financial Advisors
Nebraska
$54K +$6.83K +76 +14%
HCM
1433
Horrell Capital Management
Arkansas
$53K – – –
RTC
1434
Riverview Trust Company
Washington
$53K – – –
FCB
1435
First Command Bank
Texas
$52K -$33.1K -361 -39%
FCFS
1436
First Command Financial Services
Texas
$52K -$33.1K -361 -39%
CCA
1437
Column Capital Advisors
Indiana
$48K -$5.82K -64 -11%
SFA
1438
Semmax Financial Advisors
North Carolina
$48K – – –
AIG
1439
American International Group
New York
$47.2K -$150 -1,632 -0.3%
RAM
1440
Riggs Asset Management
Pennsylvania
$47K +$6.51K +71 +16%
Nisa Investment Advisors
1441
Nisa Investment Advisors
Missouri
$46.7K -$8.6K -93,795 -16%
BBL
1442
Beck Bode LLC
Massachusetts
$46K +$46K +500 New
WIM
1443
Westside Investment Management
California
$45.8K -$36.7K -400 -44%
HS
1444
Horan Securities
United States
$45K – – –
ST
1445
Sageworth Trust
Pennsylvania
$45K +$35.9K +396 +396%
SNT
1446
Security National Trust
West Virginia
$43K +$6.24K +68 +17%
TCWA
1447
Ten Capital Wealth Advisors
Washington
$43K +$17.6K +194 +70%
BWA
1448
BDO Wealth Advisors
Florida
$42K – – –
BAM
1449
Barrett Asset Management
New York
$41K – – –
BMD
1450
Better Money Decisions
New Mexico
$41K +$181 +2 +0.4%
56 57
58
59 60