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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 %
TAM
776
Trust Asset Management
Texas
$1.4M – – –
WANY
777
Wealthspire Advisors (New York)
New York
$1.38M -$395K -4,024 -22%
OHU
778
Odey Holdings (UK)
United Kingdom
$1.37M – – –
KNW
779
Kesler Norman & Wride
Utah
$1.37M -$65.3K -665 -5%
SCI
780
S&CO Inc
Massachusetts
$1.37M – – –
NEI
781
Northwest & Ethical Investments
Ontario, Canada
$1.36M -$14.6K -149 -1%
BTWM
782
Baker Tilly Wealth Management
Wisconsin
$1.36M +$271K +2,758 +25%
BHB
783
Bank Hapoalim BM
Israel
$1.36M -$92.7K -944 -6%
AF
784
Advisornet Financial
Minnesota
$1.36M -$911K -9,276 -40%
MI
785
Markston International
New York
$1.35M -$551K -5,617 -29%
APWM
786
Atlas Private Wealth Management
New York
$1.35M -$52.9K -539 -4%
FF
787
FourThought Financial
Florida
$1.35M -$74.4K -758 -5%
OC
788
Optimas Capital
Hong Kong
$1.34M +$1.34M +13,636 New
EM
789
Excalibur Management
Massachusetts
$1.34M -$14.4K -147 -1%
1SB
790
1ST Source Bank
Indiana
$1.34M +$30.2K +307 +2%
IA
791
Icon Advisers
Colorado
$1.34M – – –
UH
792
Unigestion Holding
Switzerland
$1.33M -$764K -7,787 -36%
CWM
793
Calamos Wealth Management
Illinois
$1.33M -$112K -1,139 -8%
SFM
794
Systematic Financial Management
New Jersey
$1.33M – – –
CAG
795
Csenge Advisory Group
Florida
$1.32M +$215K +2,334 +19%
AC
796
Abbrea Capital
California
$1.32M +$38.3K +390 +3%
IRC
797
Investors Research Corp
Georgia
$1.32M – – –
TMAM
798
Tokio Marine Asset Management
Japan
$1.31M +$66.6K +679 +5%
MCM
799
McMillion Capital Management
North Carolina
$1.31M +$1.31M +13,346 New
WWM
800
Windsor Wealth Management
Indiana
$1.31M -$15.3K -147 -1%
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