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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 %
BAM
701
Belpointe Asset Management
Nevada
$1.84M +$1.28M +12,995 +225%
AC
702
Asio Capital
Kentucky
$1.84M +$68.4K +697 +4%
TPCW
703
TD Private Client Wealth
New York
$1.83M -$493K -5,025 -21%
IWC
704
Integrated Wealth Concepts
Massachusetts
$1.83M +$273K +2,777 +18%
RBA
705
Richard Bernstein Advisors
New York
$1.8M – – –
SFA
706
Sequoia Financial Advisors
Ohio
$1.79M +$1.14M +20,261 +175%
IIL
707
Insight Inv LLC
California
$1.78M +$1.78M +18,155 New
TIA
708
Tiemann Investment Advisors
California
$1.78M +$4.91K +50 +0.3%
AIM
709
Acropolis Investment Management
Missouri
$1.77M +$68.2K +695 +4%
IFWM
710
Institute for Wealth Management
Colorado
$1.76M -$13K -132 -0.7%
VIA
711
Vident Investment Advisory
Georgia
$1.75M +$46.6K +475 +3%
YIH
712
Y-Intercept (HK)
Hong Kong
$1.75M -$1.95M -19,878 -53%
SWP
713
Stratos Wealth Partners
Ohio
$1.72M +$164K +1,675 +11%
TIA
714
Trust Investment Advisors
Indiana
$1.71M +$1.57K +16 +0.1%
SAI
715
Systematic Alpha Investments
New Jersey
$1.7M – – –
WSFS
716
Wilmington Savings Fund Society
Delaware
$1.7M -$81.6K -831 -5%
WIS
717
Wright Investors Service
Connecticut
$1.69M -$605K -6,164 -26%
MC
718
Moors & Cabot
Massachusetts
$1.69M +$148K +1,916 +10%
HIP
719
HUB Investment Partners
Texas
$1.68M +$60.8K +620 +4%
WAM
720
Wolverine Asset Management
Illinois
$1.68M +$1.67M +16,981 +9,816%
VI
721
Vestcor Inc
New Brunswick, Canada
$1.66M -$361K -3,676 -18%
GWSG
722
GPS Wealth Strategies Group
Colorado
$1.66M +$55.7K +567 +3%
FFM
723
Forum Financial Management
Illinois
$1.65M +$1.65M +16,839 New
BCM
724
Brasada Capital Management
Texas
$1.65M +$222K +2,248 +16%
HF
725
HRT Financial
New York
$1.65M -$35.9M -365,888 -96%
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