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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 %
DT
851
Diversified Trust
Tennessee
$1.15M -$71.4K -728 -6%
PCA
852
Pallas Capital Advisors
Massachusetts
$1.14M +$22.1K +224 +2%
UCFA
853
United Capital Financial Advisors
Texas
$1.14M +$141K +1,433 +14%
CIS
854
Capital International Sarl
California
$1.14M +$886K +9,020 +354%
MF
855
Magnetar Financial
Illinois
$1.14M -$246K -2,511 -18%
QCG
856
Quadrant Capital Group
Ohio
$1.13M -$39.4K -401 -3%
CASB
857
Cape Ann Savings Bank
Massachusetts
$1.12M +$64.2K +654 +6%
AAM
858
AR Asset Management
California
$1.12M – – –
HI
859
Horizon Investments
North Carolina
$1.11M +$66.6K +684 +6%
GC
860
GFG Capital
Florida
$1.11M -$2.26K -23 -0.2%
WT
861
Whittier Trust
California
$1.1M -$98.1K -1,000 -8%
VCWA
862
Vanguard Capital Wealth Advisors
Colorado
$1.1M -$8.83K -90 -0.8%
LRWA
863
Long Run Wealth Advisors
New York
$1.09M +$1.09M +11,190 New
MPM
864
MBB Public Markets
Illinois
$1.09M +$1.09M +11,131 New
SCM
865
Stevens Capital Management
Pennsylvania
$1.09M -$1.75M -17,792 -62%
NCM
866
NCM Capital Management
New Jersey
$1.09M +$1.09M +11,111 New
HBT
867
Hills Bank & Trust
Iowa
$1.09M -$76.2K -777 -7%
IIC
868
Ironwood Investment Counsel
Arizona
$1.08M +$78.1K +796 +8%
TSS
869
Two Sigma Securities
New York
$1.08M +$1.08M +11,035 New
APWA
870
Atlas Private Wealth Advisors
New Jersey
$1.08M -$295 -3 -0%
AWM
871
Apollon Wealth Management
South Carolina
$1.07M +$276K +2,815 +35%
WCM
872
Washburn Capital Management
Florida
$1.07M +$135K +1,375 +14%
MC
873
Muhlenkamp & Co
Pennsylvania
$1.06M – – –
FCH
874
Freestone Capital Holdings
Washington
$1.06M +$591K +6,023 +126%
RCA
875
Roberts Capital Advisors
Colorado
$1.06M +$1.06M +10,785 New
33 34
35
36 37