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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 %
CANC
651
Culbertson A N & Co
Virginia
$2.37M +$20.1K +205 +0.9%
TYCC
652
Texas Yale Capital Corp
Florida
$2.36M +$39.3K +400 +2%
IA
653
IndexIQ Advisors
New York
$2.36M -$151K -1,537 -6%
EIM
654
Essex Investment Management
Massachusetts
$2.33M -$491K -5,000 -17%
ACP
655
Arcus Capital Partners
Georgia
$2.33M +$15K +153 +0.7%
Walleye Capital
656
Walleye Capital
New York
$2.32M -$4.45M -45,321 -66%
KPWS
657
Kestra Private Wealth Services
Texas
$2.31M +$569K +5,802 +33%
AF
658
Arrow Financial
New York
$2.29M -$328K -3,342 -13%
S
659
SignatureFD
Georgia
$2.29M +$417K +4,245 +22%
MOS
660
MGO One Seven
Ohio
$2.27M +$91.1K +928 +4%
TH
661
TCTC Holdings
Texas
$2.27M – – –
CHC
662
City Holding Co
West Virginia
$2.27M +$460K +5,066 +25%
CCFP
663
Charles Carroll Financial Partners
Massachusetts
$2.27M +$2.27M +23,078 New
IRF
664
IBM Retirement Fund
New York
$2.23M -$1.55M -15,805 -41%
SWM
665
Spire Wealth Management
Virginia
$2.23M +$83K +844 +4%
AAM
666
Abeille Asset Management
France
$2.21M +$2.21M +22,560 New
CICI
667
Capital Investment Counsel Inc
North Carolina
$2.19M +$27.1K +276 +1%
DZ Bank
668
DZ Bank
Germany
$2.18M +$1.11M +11,231 +103%
NERM
669
New England Research & Management
Illinois
$2.17M -$107K -1,090 -5%
CC
670
Courier Capital
New York
$2.17M -$129K -1,310 -6%
CAM
671
Cacti Asset Management
Georgia
$2.16M – – –
DLG
672
Daniel L. Goodwin
$2.16M – – –
IA
673
IFG Advisory
Georgia
$2.16M -$298K -3,036 -12%
PMA
674
Prudent Man Advisors
Illinois
$2.15M -$297K -3,029 -12%
Lazard Asset Management
675
Lazard Asset Management
New York
$2.14M -$66.4K -677 -3%
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