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Morgan Stanley
MS

Overview Fund Activity

1,702 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 640 increasing their positions, 584 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
+125
Holders Change %
+7.93%
% of All Funds
26.29%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.73%
New
243
Increased
640
Reduced
584
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$725M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$365M
3
State Street
State Street
Massachusetts
+$266M
4
Capital International Investors
Capital International Investors
California
+$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78B
2
BlackRock
BlackRock
New York
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$487M
4
GQG Partners
GQG Partners
Florida
-$329M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$6.28M +$1.14M +11,665 +22%
AWM
452
Axxcess Wealth Management
California
$6.27M +$6.27M +63,911 New
AF
453
Alerus Financial
North Dakota
$6.27M +$687K +6,995 +12%
MHC
454
Meyer Handelman Company
New York
$6.24M +$5.5K +56 +0.1%
WFG
455
Wills Financial Group
Virginia
$6.16M +$371K +3,777 +6%
CTC
456
Central Trust Company
Missouri
$6.05M +$319K +3,251 +6%
SFM
457
Signet Financial Management
New Jersey
$6M +$19.6K +200 +0.3%
CW
458
Connectus Wealth
Ohio
$5.98M +$5.98M +60,769 New
CBT
459
Central Bank & Trust
Kentucky
$5.97M +$68K +693 +1%
LGF
460
LGT Group Foundation
Liechtenstein
$5.95M +$5.95M +60,626 New
PAG
461
Private Advisor Group
New Jersey
$5.92M -$963K -9,811 -14%
1IA
462
1834 Investment Advisors
Wisconsin
$5.89M +$440K +4,479 +8%
KJHP
463
K.J. Harrison & Partners
Ontario, Canada
$5.87M +$1.41M +14,380 +32%
GT
464
Glenview Trust
Kentucky
$5.87M -$49.3K -502 -0.8%
CNC
465
Canandaigua National Corp
New York
$5.85M -$14.9K -152 -0.3%
CP
466
Cumberland Partners
Ontario, Canada
$5.85M +$204K +2,075 +4%
SAM
467
Shell Asset Management
Netherlands
$5.79M +$2.8M +28,533 +94%
BBI
468
Baxter Bros Inc
Connecticut
$5.79M +$674K +6,865 +13%
Walleye Trading
469
Walleye Trading
New York
$5.74M +$139K +1,412 +2%
PCIA
470
Prime Capital Investment Advisors
Kansas
$5.64M +$4.17M +42,475 +283%
MMC
471
Mizuho Markets Cayman
Cayman Islands
$5.6M +$4.01M +40,828 +252%
DA
472
DCM Advisors
New York
$5.52M +$1.41M +14,400 +34%
NRS
473
Neville Rodie & Shaw
New York
$5.49M +$798K +8,125 +17%
LSA
474
L & S Advisors
California
$5.43M -$1.29M -13,127 -19%
MNBTD
475
Moody National Bank Trust Division
Texas
$5.41M -$12.6M -128,484 -70%
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