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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 %
Luther King Capital Management (LKCM)
876
Luther King Capital Management (LKCM)
Texas
$1.05M +$111K +981 +12%
CCA
877
Childress Capital Advisors
Texas
$1.04M -$128K -1,309 -11%
BCM
878
Brookstone Capital Management
Illinois
$1.03M +$34.8K +334 +3%
RZH
879
Relyea Zuckerberg Hanson
Connecticut
$1.03M -$72.5K -734 -7%
CT
880
Columbia Trust
Oregon
$1.03M – – –
GIA
881
Gladstone Institutional Advisory
Florida
$1.02M -$1.35M -13,774 -57%
SRC
882
Sage Rhino Capital
California
$1.02M -$31.7K -323 -3%
OPPTF
883
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.02M +$99.5K +964 +11%
RPCONE
884
Retirement Planning Company of New England
Rhode Island
$1.02M +$1.02M +10,377 New
LSPW
885
Lake Street Private Wealth
Illinois
$1M +$1M +10,224 New
GFP
886
Gryphon Financial Partners
Ohio
$1M -$158K -1,609 -14%
BFS
887
Bradley Foster & Sargent
Connecticut
$999K +$52.3K +533 +6%
LWIC
888
Leith Wheeler Investment Counsel
British Columbia, Canada
$992K – – –
AWM
889
Accurate Wealth Management
Florida
$992K +$8.72K +65 +0.9%
CCP
890
Clarkston Capital Partners
Michigan
$988K +$988K +10,061 New
OIA
891
OneDigital Investment Advisors
Kansas
$986K -$50.4K -514 -5%
Manulife (Manufacturers Life Insurance)
892
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$985K -$21.5K -219,387 -2%
GA
893
Greenhaven Associates
New York
$982K -$25.2M -257,090 -96%
UM
894
Ulysses Management
New York
$982K +$98.2K +1,000 +11%
ERIC
895
Eagle Rock Investment Company
Georgia
$982K +$982K +10,000 New
MMPW
896
Mitchell McLeod Pugh & Williams
Alabama
$980K -$2.26K -23 -0.2%
SG
897
Stonnington Group
California
$974K +$21.2K +200 +2%
EN1L
898
Engine No 1 LLC
California
$965K +$193K +1,963 +25%
WT
899
Washington Trust
Rhode Island
$963K -$110K -1,120 -10%
4WM
900
44 Wealth Management
Oregon
$942K -$329K -3,355 -26%
34 35
36
37 38