Morgan Stanley
1,545 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, 586 increasing their positions, 608 reducing their positions, and 95 closing their positions.
51% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 95
16% more capital invested
Capital invested by funds: $124B → $144B (+$20B)
2% more funds holding
Funds holding: 1,514 → 1,545 (+31)
0.33% less ownership
Funds ownership: 84.69% → 84.36% (-0.33%)
4% less repeat investments, than reductions
Existing positions increased: 586 | Existing positions reduced: 608
18% less funds holding in top 10
Funds holding in top 10: 71 → 58 (-13)
25% less call options, than puts
Call options by funds: $2.59B | Put options by funds: $3.46B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$427M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$375M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$321M |
| 4 |
Eagle Capital Management (New York)
New York
|
+$307M |
| 5 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$910M |
| 2 |
GA
Greenhaven Associates
Purchase,
New York
|
-$465M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$293M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$253M |
| 5 |
State Street
Boston,
Massachusetts
|
-$227M |
MS Hedge Fund Activity: Q2 2021 in Review
1,545 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2021, worth a combined $144B — up 16% from $124B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new MS positions and 95 closed out — a net gain of 48 holders — while 586 added to existing stakes and 608 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $427M. The largest seller was T. Rowe Price Associates, cutting an estimated $910M.
- 1,545 institutional investors held Morgan Stanley (MS) as of Q2 2021, up from 1,514 in Q1 2021.
- Funds reported $144B of Morgan Stanley stock for Q2 2021, up 16% quarter-over-quarter.
- 143 funds opened new Morgan Stanley positions in Q2 2021 and 95 closed out, a net change of +48 holders.
- The largest Morgan Stanley buyer in Q2 2021 was Massachusetts Financial Services, an estimated $427M added.
- The largest Morgan Stanley seller in Q2 2021 was T. Rowe Price Associates, an estimated $910M sold.
Based on aggregated 13F filings for Q2 2021.