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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 %
SW
501
SkyOak Wealth
Michigan
$4.7M +$57.6K +587 +1%
DBT
502
Dubuque Bank & Trust
Iowa
$4.65M -$268K -2,735 -5%
MTIM
503
Marathon Trading Investment Management
Pennsylvania
$4.52M +$4.52M +46,012 New
V
504
Veritable
Delaware
$4.49M -$17.8K -181 -0.4%
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.48M -$312K -3,177 -7%
IAIM
506
Industrial Alliance Investment Management
Quebec, Canada
$4.48M +$4.48M +45,604 New
AP
507
Advisor Partners
California
$4.48M -$572K -5,824 -11%
BIMC
508
Benson Investment Management Company
Virginia
$4.46M +$30.9K +315 +0.7%
HT
509
HAP Trading
New York
$4.45M +$180K +1,832 +4%
DCM
510
Donaldson Capital Management
Indiana
$4.44M +$191K +1,948 +5%
TC
511
TownSquare Capital
Utah
$4.43M +$431K +4,390 +11%
AIM
512
Aigen Investment Management
New York
$4.43M +$3.11M +31,385 +236%
HT
513
Heritage Trust
Oklahoma
$4.4M -$201K -2,050 -4%
RAM
514
Roanoke Asset Management
New Jersey
$4.4M -$48.1K -490 -1%
MFA
515
Mayflower Financial Advisors
Massachusetts
$4.39M +$44.8K +456 +1%
JIC
516
Joel Isaacson & Co
New York
$4.33M +$2.45K +25 +0.1%
HNB
517
Huntington National Bank
Ohio
$4.32M +$91.6K +933 +2%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$4.3M +$13K +132 +0.3%
MCM
519
Mitchell Capital Management
Kansas
$4.28M +$90.4K +921 +2%
VPIM
520
Vanguard Personalized Indexing Management
California
$4.24M +$1.45M +14,747 +52%
CS
521
Comerica Securities
Michigan
$4.23M +$155K +1,582 +4%
ADBIC
522
A.D. Beadell Investment Counsel
Wisconsin
$4.2M -$31.9K -325 -0.8%
KWA
523
KCS Wealth Advisory
California
$4.19M +$29.2K +297 +0.7%
IFAM
524
Institutional & Family Asset Management
Colorado
$4.18M -$172K -1,756 -4%
GT
525
Glenmede Trust
Pennsylvania
$4.17M +$213K +2,168 +5%
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