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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
$1.68B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.5B
3
Macquarie Group
Macquarie Group
Australia
$363M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.42B
5
ATN
AMF Tjänstepension
Sweden
$198M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.35B
2
GA
Greenhaven Associates
New York
$25.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$56K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$467M
5
State Street
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMP
1601
Polar Asset Management Partners
Ontario, Canada
– -$297K -3,819 Closed
OWA
1602
One Wealth Advisors
California
– -$280K -3,603 Closed
SAM
1603
Security Asset Management
New York
– -$274K -3,531 Closed
ZIC
1604
ZWJ Investment Counsel
Georgia
– -$265K -3,407 Closed
MC
1605
Machina Capital
France
– -$225K -2,900 Closed
BO
1606
BRR OpCo
Ohio
– -$222K -2,859 Closed
WI
1607
WrapManager Inc
California
– -$205K -2,640 Closed
SICM
1608
Sustainable Insight Capital Management
New York
– -$205K -2,636 Closed
MS
1609
Maven Securities
Jersey
– -$161K -2,072 Closed
WP
1610
WealthShield Partners
North Carolina
– -$130K -1,684 Closed
GAM
1611
Grandview Asset Management
Pennsylvania
– -$109K -1,404 Closed
MLFP
1612
MPS Loria Financial Planners
Illinois
– -$96K -1,239 Closed
Q
1613
QVR
California
– -$86K -1,105 Closed
SLF
1614
Sun Life Financial
Ontario, Canada
– -$68K -874 Closed
TC
1615
Tacita Capital
Ontario, Canada
– -$58K -745 Closed
SWP
1616
ShoreHaven Wealth Partners
New Jersey
– -$51K -660 Closed
MWP
1617
Meridian Wealth Partners
Pennsylvania
– -$49K -629 Closed
WCM
1618
Wealthcare Capital Management
Virginia
– -$47K -600 Closed
HI
1619
Human Investing
Oregon
– -$44K -565 Closed
HCM
1620
Hilton Capital Management
New York
– -$39K -500 Closed
VBCG
1621
Valley Brook Capital Group
Pennsylvania
– -$36K -469 Closed
NIC
1622
Northwest Investment Counselors
Oregon
– -$33K -425 Closed
CC
1623
Colrain Capital
Massachusetts
– -$27K -400 Closed
TCWM
1624
Total Clarity Wealth Management
Illinois
– -$31K -400 Closed
ADIM
1625
Alpha DNA Investment Management
Maryland
– -$27K -368 Closed
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