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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 %
WAP
826
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$30.3K +309 +3%
DA
827
DCF Advisers
Connecticut
$1.23M – – –
Fuller & Thaler Asset Management
828
Fuller & Thaler Asset Management
California
$1.22M -$177K -1,800 -13%
IC
829
Intersect Capital
California
$1.22M +$76.7K +781 +7%
SA
830
SRN Advisors
Pennsylvania
$1.22M +$1.22M +12,411 New
BWM
831
Buckley Wealth Management
Nevada
$1.22M +$588K +5,995 +93%
VCM
832
Viewpoint Capital Management
Washington
$1.22M +$1.22M +12,399 New
LWAM
833
Legacy Wealth Asset Management
Minnesota
$1.22M -$77.5K -790 -6%
PAMP
834
Polar Asset Management Partners
Ontario, Canada
$1.22M +$1.22M +12,373 New
MG
835
Mather Group
Illinois
$1.21M +$748K +7,617 +160%
JWCA
836
J.W. Coons Advisors
Ohio
$1.21M +$321K +3,272 +36%
LP
837
LMR Partners
United Kingdom
$1.2M +$1.2M +12,266 New
PGIM
838
Pacific Global Investment Management
California
$1.2M +$9.13K +93 +0.8%
TF
839
TLWM Financial
Texas
$1.2M +$63.2K +644 +6%
LSAG
840
Lake Street Advisors Group
New Hampshire
$1.18M -$23.7K -241 -2%
PI
841
Parkside Investments
Illinois
$1.18M +$294K +3,000 +33%
SAM
842
Silvercrest Asset Management
New York
$1.18M -$8.15K -83 -0.7%
SIC
843
Salem Investment Counselors
North Carolina
$1.17M +$571K +5,817 +95%
CA
844
Cetera Advisors
Colorado
$1.17M -$188K -1,913 -14%
RFA
845
Resurgent Financial Advisors
Georgia
$1.17M +$1.17M +11,943 New
ATPW
846
Ashton Thomas Private Wealth
Arizona
$1.16M +$377K +3,836 +48%
CAN
847
Claraphi Advisory Network
United States
$1.16M +$78.6K +801 +7%
DC
848
Davenport & Co
Virginia
$1.16M +$198K +2,014 +21%
TCOT
849
Trust Company of Toledo
Ohio
$1.15M -$6.57K -67 -0.6%
SIA
850
Strategic Investment Advisors
Michigan
$1.15M +$63.4K +646 +6%
32 33
34
35 36