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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 %
PA
601
Parallel Advisors
California
$2.9M -$8.74K -89 -0.3%
BPM
602
Bowling Portfolio Management
Ohio
$2.88M -$57.4K -585 -2%
AAM
603
Aureus Asset Management
Massachusetts
$2.87M +$451K +4,598 +19%
ET
604
Equitable Trust
Tennessee
$2.86M -$968K -9,862 -25%
OAM
605
Occidental Asset Management
California
$2.84M +$105K +1,069 +4%
EAM
606
Eagle Asset Management
Florida
$2.84M +$2.84M +28,781 New
PAM
607
Palisade Asset Management
Minnesota
$2.84M +$11.2K +114 +0.4%
CII
608
Capital International Inc
California
$2.84M -$248K -2,528 -8%
VVP
609
Venture Visionary Partners
Ohio
$2.83M +$83K +846 +3%
IWA
610
IBEX Wealth Advisors
New Jersey
$2.82M +$136K +1,390 +5%
FDS
611
Freedom Day Solutions
Texas
$2.79M -$102K -1,037 -4%
HFG
612
Heron Financial Group
New York
$2.79M -$153K -1,470 -5%
PAS
613
Park Avenue Securities
New York
$2.77M +$178K +1,816 +7%
RFC
614
Regions Financial Corp
Alabama
$2.73M -$171K -1,745 -6%
UHC
615
Union Heritage Capital
Michigan
$2.72M – – –
BRWA
616
B. Riley Wealth Advisors
Florida
$2.72M +$213K +2,170 +9%
CAM
617
Carret Asset Management
New York
$2.71M -$20.1K -205 -0.7%
AWM
618
AE Wealth Management
Kansas
$2.71M +$340K +3,459 +14%
CTI
619
Community Trust & Investment
Kentucky
$2.69M +$170K +1,732 +7%
DCM
620
Dimension Capital Management
Florida
$2.67M +$26.5K +270 +1%
VF
621
Virtu Financial
New York
$2.67M +$636K +6,483 +31%
BCM
622
Bluefin Capital Management
New York
$2.67M +$1.25M +12,693 +88%
GWM
623
Geneos Wealth Management
Colorado
$2.67M +$132K +1,345 +5%
VLC
624
Van Leeuwen & Company
New Jersey
$2.64M -$60K -611 -2%
PDN
625
Pensionfund DSM Netherlands
Netherlands
$2.63M – – –
23 24
25
26 27