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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 %
PWM
801
Perigon Wealth Management
California
$1.31M +$19.4K +198 +2%
FCI
802
Financial Counselors Inc
Kansas
$1.3M -$232K -2,361 -15%
SWM
803
SeaCrest Wealth Management
New York
$1.3M -$15.6K -159 -1%
WE
804
Wealth Effects
Massachusetts
$1.29M +$1.29M +13,127 New
CFG
805
Citizens Financial Group
Rhode Island
$1.29M +$23.6K +252 +2%
LC
806
Lavaca Capital
Texas
$1.28M -$146K -1,490 -10%
HCM
807
Howland Capital Management
Massachusetts
$1.28M +$3.93K +40 +0.3%
DWT
808
Dorsey & Whitney Trust
South Dakota
$1.28M +$46.8K +478 +4%
CPO
809
Cerity Partners OCIO
New York
$1.28M +$98.7K +1,006 +8%
BP
810
Ballentine Partners
Massachusetts
$1.28M +$123K +1,257 +11%
TSWM
811
Triangle Securities Wealth Management
North Carolina
$1.27M -$36.3K -370 -3%
AHC
812
Adell Harriman & Carpenter
Texas
$1.27M +$292K +2,975 +30%
FNT
813
First National Trust
Pennsylvania
$1.27M +$39.7K +404 +3%
JC
814
JB Capital
Connecticut
$1.26M +$147K +1,493 +13%
IIA
815
IPG Investment Advisors
California
$1.26M +$1.26M +12,800 New
FB
816
Fulton Bank
Pennsylvania
$1.26M -$43.4K -442 -3%
BAM
817
Berkshire Asset Management
Pennsylvania
$1.25M – – –
CWAG
818
Compton Wealth Advisory Group
Virginia
$1.25M +$1.25M +12,755 New
AWE
819
Avidian Wealth Enterprises
Texas
$1.25M +$448K +4,566 +56%
FFA
820
Freedman Financial Associates
Massachusetts
$1.25M -$25.1K -256 -2%
ANTB
821
AMG National Trust Bank
Colorado
$1.25M +$3.83K +39 +0.3%
SACTSONJ
822
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.24M – – –
MGP
823
Metis Global Partners
California
$1.24M +$1.24M +12,594 New
PWP
824
Principle Wealth Partners
Connecticut
$1.24M +$12.6K +128 +1%
DAM
825
Delta Asset Management
Tennessee
$1.23M -$7.37K -75 -0.6%
31 32
33
34 35