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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 %
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.61M -$50.6K -515 -2%
CCMT
627
CMT Capital Markets Trading
Germany
$2.61M -$7.65M -77,924 -75%
IAA
628
Independent Advisor Alliance
North Carolina
$2.6M +$128K +1,301 +5%
HWA
629
HCR Wealth Advisors
California
$2.6M -$94.3K -961 -4%
CWM
630
Chemistry Wealth Management
New York
$2.58M +$2.58M +26,281 New
NLP
631
Next Level Private
New York
$2.58M +$2.58M +26,281 New
FTDI
632
First Trust Direct Indexing
Massachusetts
$2.58M +$294 +3 +0%
CCT
633
Chemung Canal Trust
New York
$2.57M -$7.36K -75 -0.3%
VanEck Associates
634
VanEck Associates
New York
$2.56M -$225K -2,291 -8%
LWM
635
Lyell Wealth Management
California
$2.55M +$1.45M +14,790 +133%
MFM
636
MD Financial Management
Ontario, Canada
$2.54M +$452K +4,600 +22%
Koshinski Asset Management
637
Koshinski Asset Management
Illinois
$2.52M -$45.7K -466 -2%
HWM
638
HB Wealth Management
Georgia
$2.52M +$2.52M +25,616 New
LNC
639
Lincoln National Corp
Pennsylvania
$2.5M +$126K +1,298 +5%
GWM
640
Greenwich Wealth Management
Connecticut
$2.48M -$1.77K -18 -0.1%
SLI
641
Sumitomo Life Insurance
Japan
$2.48M -$73K -744 -3%
SF
642
Synovus Financial
Georgia
$2.47M +$72.1K +732 +3%
IAN
643
Integrated Advisors Network
Texas
$2.46M +$276K +2,815 +13%
LCH
644
Lee Capital Holdings
New York
$2.45M +$982K +10,000 +67%
RWM
645
Ritholtz Wealth Management
New York
$2.45M -$218K -2,217 -8%
EF
646
Empirical Finance
Pennsylvania
$2.44M +$641K +6,532 +36%
HCCM
647
Hudson Canyon Capital Management
New York
$2.44M -$154K -1,564 -6%
ASN
648
Advisory Services Network
Georgia
$2.42M +$168K +1,715 +7%
EP
649
Edgestream Partners
New Jersey
$2.42M +$988K +10,062 +69%
BONH
650
Bank of New Hampshire
New Hampshire
$2.39M -$689K -7,022 -22%
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