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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 %
USCWA
526
U.S. Capital Wealth Advisors
Texas
$4.16M -$39.3K -400 -0.9%
LFAS
527
Level Four Advisory Services
Texas
$4.15M -$83.6K -852 -2%
MAM
528
Morse Asset Management
Connecticut
$4.13M -$16.2K -165 -0.4%
HAIM
529
Hunter Associates Investment Management
Pennsylvania
$4.12M -$29.4K -300 -0.7%
HW
530
Hancock Whitney
Mississippi
$4.11M -$269K -2,741 -6%
RIM
531
Regent Investment Management
Kentucky
$4.07M -$847K -8,625 -17%
TAM
532
Tocqueville Asset Management
New York
$4.03M -$56.6K -577 -1%
LM
533
Lincluden Management
Ontario, Canada
$3.96M -$39.3K -400 -1%
PP
534
Patten & Patten
Tennessee
$3.95M -$4.91K -50 -0.1%
SPIA
535
Steward Partners Investment Advisory
New York
$3.95M +$218K +2,225 +6%
PCM
536
Pinnbrook Capital Management
New York
$3.93M +$3.93M +40,047 New
CM
537
Caption Management
Oklahoma
$3.93M -$1.45M -14,800 -27%
LPARFS
538
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$3.93M +$3.93M +40,000 New
Cerity Partners
539
Cerity Partners
New York
$3.93M +$962K +9,803 +32%
PCM
540
Prelude Capital Management
New York
$3.92M -$1.34M -13,669 -26%
MC
541
MRJ Capital
New York
$3.89M -$220K -2,242 -5%
SFI
542
Siemens Fonds Invest
Germany
$3.89M +$473K +4,792 +14%
CM
543
Castleark Management
Illinois
$3.85M – – –
SPC
544
Sigma Planning Corp
Michigan
$3.85M +$687K +6,996 +22%
VAS
545
Vestmark Advisory Solutions
Massachusetts
$3.84M -$246K -2,505 -6%
TGAM
546
TBH Global Asset Management
Tennessee
$3.83M +$9.52K +97 +0.2%
CAN
547
Cetera Advisor Networks
California
$3.81M +$717K +7,353 +23%
SI
548
Stephens Inc
Arkansas
$3.78M -$1.24M -12,640 -25%
LCM
549
Logan Capital Management
Pennsylvania
$3.76M +$33.8K +344 +0.9%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.73M -$45.2K -460 -1%
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