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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 %
MS
1451
Mizuho Securities
Japan
$41K +$41K +450 New
MGIM
1452
M&G Investment Management
United Kingdom
$40.6K +$40.2K +436,879 +10,469%
SGAM
1453
Smith Group Asset Management
Texas
$40K -$8.13K -89 -17%
ETC
1454
Exchange Traded Concepts
Oklahoma
$40K +$40K +434 New
PMFA
1455
Plante Moran Financial Advisors
Michigan
$39K -$63.2K -697 -62%
JPLA
1456
Joseph P. Lucia & Associates
New York
$38K +$9.09K +100 +31%
OAJ
1457
Ogorek Anthony Joseph
New York
$37K – – –
AA
1458
AlphaMark Advisors
Kentucky
$37K – – –
ARMC
1459
American Research & Management Company
Massachusetts
$37K – – –
MSFP
1460
Mark Sheptoff Financial Planning
Connecticut
$37K +$18.5K +200 +100%
MCM
1461
Manchester Capital Management
Vermont
$36K +$15.9K +172 +79%
BAM
1462
Baldrige Asset Management
Pennsylvania
$36K +$36K +388 New
FBT
1463
First Bank & Trust
South Dakota
$35K -$12.1K -134 -26%
FHC
1464
First Horizon Corporation
Tennessee
$31K -$3K -33 -9%
CAM
1465
Close Asset Management
United Kingdom
$31K – – –
JMF
1466
Johnson Midwest Financial
Iowa
$30K – – –
FFC
1467
First Financial Corp
Indiana
$29K – – –
ACM
1468
AUA Capital Management
Pennsylvania
$29K – – –
CPA
1469
Cowen Prime Advisors
New York
$29K – – –
MCM
1470
MV Capital Management
Maryland
$28K – – –
ICM
1471
Islay Capital Management
Texas
$28K – – –
RA
1472
Resolute Advisors
California
$28K – – –
SWM
1473
Selective Wealth Management
Virginia
$28K +$28K +300 New
M1FG
1474
Mach-1 Financial Group
Arkansas
$26K – – –
COCM
1475
Charter Oak Capital Management
New Hampshire
$26K – – –
57 58
59
60 61