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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 %
AFA
726
Abacus FCF Advisors
Florida
$1.62M -$837K -8,528 -34%
CFB
727
Cullen/Frost Bankers
Texas
$1.61M +$11.3K +115 +0.7%
CT
728
Coastline Trust
Rhode Island
$1.61M +$239K +2,430 +17%
Capstone Investment Advisors
729
Capstone Investment Advisors
New York
$1.61M -$5.89M -60,029 -79%
MSA
730
McAlister Sweet & Associates
Texas
$1.61M +$1.61M +16,390 New
NL
731
NVWM LLC
Pennsylvania
$1.6M +$101K +1,033 +7%
BPCA
732
Bank Pictet & Cie (Asia)
Singapore
$1.6M – – –
WPC
733
White Pine Capital
Minnesota
$1.6M – – –
Kovitz Investment Group Partners
734
Kovitz Investment Group Partners
Illinois
$1.59M -$86.3K -1,259 -5%
OR
735
Olympiad Research
Connecticut
$1.59M +$603K +6,142 +61%
LIM
736
Leavell Investment Management
Alabama
$1.57M +$139K +1,420 +10%
DCM
737
Decatur Capital Management
Georgia
$1.57M -$19K -194 -1%
IB
738
Intrust Bank
Kansas
$1.56M +$23.9K +244 +2%
SFG
739
SevenBridge Financial Group
Pennsylvania
$1.55M -$8.64K -88 -0.6%
MWM
740
Meridian Wealth Management
Kentucky
$1.55M +$76.1K +775 +5%
SCP
741
Syntal Capital Partners
Texas
$1.54M +$1.03M +10,543 +203%
SW
742
SVB Wealth
Massachusetts
$1.54M -$4.64M -47,283 -75%
OAM
743
Oak Asset Management
California
$1.54M +$19.6K +200 +1%
SS
744
Simplicity Solutions
Minnesota
$1.54M +$805K +8,209 +110%
HCM
745
Highview Capital Management
Illinois
$1.54M +$1.54M +15,643 New
DPIM
746
Duff & Phelps Investment Management
Illinois
$1.53M +$5.99K +61 +0.4%
AWM
747
Altium Wealth Management
New York
$1.53M +$216K +2,205 +16%
IIM
748
Intact Investment Management
Quebec, Canada
$1.52M – – –
ICG
749
InterOcean Capital Group
Tennessee
$1.51M +$39.5K +402 +3%
GAM
750
Gotham Asset Management
New York
$1.51M -$631K -6,425 -29%
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