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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
676
Profund Advisors
Maryland
$2.14M +$149K +1,518 +7%
CG
677
Caprock Group
Idaho
$2.12M -$97.1K -989 -4%
CI
678
Capital International
California
$2.11M – – –
AIC
679
Argus Investors Counsel
New York
$2.1M -$108K -1,100 -5%
ANRIA
680
American National Registered Investment Advisor
Texas
$2.1M -$393 -4 -0%
SC
681
Savant Capital
Illinois
$2.09M +$141K +1,437 +7%
GAM
682
Griffin Asset Management
New York
$2.08M +$39.9K +406 +2%
FI
683
Fractal Investments
Connecticut
$2.07M +$2.07M +21,087 New
TAM
684
Toscafund Asset Management
United Kingdom
$2.06M – – –
P
685
Pitcairn
Pennsylvania
$2.04M -$72.8K -742 -3%
MAM
686
Meeder Asset Management
Ohio
$2.03M -$4.18M -42,605 -67%
CGL
687
Clarius Group LLC
Washington
$2.01M +$30.6K +312 +2%
CIP
688
Convergence Investment Partners
Florida
$2M +$440K +4,478 +28%
PA
689
Procyon Advisors
Connecticut
$1.99M +$595K +6,060 +43%
TI
690
Tidal Investments
Wisconsin
$1.99M +$74.3K +757 +4%
UIA
691
UBP Investment Advisors
Switzerland
$1.96M – – –
MCM
692
MAI Capital Management
Ohio
$1.94M +$729K +7,429 +60%
AW
693
Alaethes Wealth
Nevada
$1.94M -$53.9K -549 -3%
AFM
694
Abbot Financial Management
Massachusetts
$1.94M -$9.82K -100 -0.5%
CC
695
Centiva Capital
New York
$1.92M +$642K +6,540 +50%
NFC
696
Northeast Financial Consultants
Connecticut
$1.9M +$409K +4,168 +27%
WHG
697
Westwood Holdings Group
Texas
$1.9M +$58.6K +597 +3%
BDF
698
Balasa Dinverno & Foltz
$1.89M +$20.8K +212 +1%
CIA
699
Capital Investment Advisors
Georgia
$1.89M +$406K +4,135 +27%
SC
700
SouthState Corp
Florida
$1.85M -$228K -2,324 -11%
26 27
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