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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 %
LFRG
151
Lazard Frères Gestion
France
$61.7M -$3.53M -45,660 -5%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$61.3M +$37.5M +409,513 +158%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$61.1M -$4.62M -50,411 -7%
Aberdeen Group
154
Aberdeen Group
United Kingdom
$60.5M -$2.1M -22,856 -3%
SO
155
STRS Ohio
Ohio
$59.8M -$2.74M -29,869 -4%
PI
156
Putnam Investments
Massachusetts
$59.5M -$25.1M -273,918 -30%
GF
157
Gabelli Funds
New York
$58.7M -$5.09M -55,500 -8%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$58.1M -$9.91M -108,045 -15%
GIA
159
Gateway Investment Advisers
Ohio
$57.9M +$2.74M +29,855 +5%
M&T Bank
160
M&T Bank
New York
$56.8M -$6.58M -71,734 -10%
ClearBridge Investments
161
ClearBridge Investments
New York
$56.3M +$6.21M +67,713 +12%
Holocene Advisors
162
Holocene Advisors
New York
$55.8M -$34.6M -377,591 -38%
TAM
163
Todd Asset Management
Kentucky
$55.8M -$6.58M -71,751 -11%
VOYA Investment Management
164
VOYA Investment Management
Georgia
$55.3M -$4.18M -45,586 -7%
BA
165
Bridgewater Associates
Connecticut
$54.4M +$5.58M +60,812 +11%
Treasurer of the State of North Carolina
166
Treasurer of the State of North Carolina
North Carolina
$53.6M -$641K -6,990 -1%
BM
167
Bridger Management
New York
$53.6M – – –
WFMPM
168
Woodley Farra Manion Portfolio Management
Indiana
$53M -$619K -6,748 -1%
LPL Financial
169
LPL Financial
California
$52.4M +$14.6M +158,775 +38%
Aviva
170
Aviva
United Kingdom
$51.7M +$1.76M +19,195 +4%
PR
171
Payden & Rygel
California
$51.1M -$9.38M -102,300 -16%
BNP Paribas Asset Management
172
BNP Paribas Asset Management
France
$50.9M -$637K -6,947 -1%
MCM
173
Moore Capital Management
New York
$50.4M +$38.3M +417,941 +316%
AQR Capital Management
174
AQR Capital Management
Connecticut
$48.5M +$14.5M +160,390 +43%
SEI Investments
175
SEI Investments
Pennsylvania
$48.1M -$918K -10,010 -2%
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