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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 %
TCOV
901
Trust Company of Vermont
Vermont
$941K +$15.5K +158 +2%
MWM
902
Maltin Wealth Management
New Jersey
$940K +$399K +4,065 +74%
SMFG
903
Sumitomo Mitsui Financial Group
Japan
$938K +$66.6K +675 +8%
PPW
904
Parcion Private Wealth
Washington
$936K -$228K -2,303 -20%
LOAMS
905
Lombard Odier Asset Management (Switzerland)
Switzerland
$936K -$152K -1,547 -14%
PHS
906
Pekin Hardy Strauss
Illinois
$930K +$91.3K +930 +11%
BJL
907
Brighton Jones LLC
Washington
$929K +$147K +1,496 +19%
S
908
Seeyond
France
$913K -$291K -2,966 -24%
SG
909
StoneX Group
New York
$911K +$443K +4,517 +95%
VWM
910
Venturi Wealth Management
Texas
$907K -$34K -346 -4%
QI
911
Qtron Investments
Massachusetts
$906K -$232K -2,361 -20%
EH
912
Equitable Holdings
New York
$901K +$141K +1,437 +19%
FWIA
913
Fort Washington Investment Advisors
Ohio
$900K -$13.5K -138 -1%
WAL
914
W Advisors LLC
Tennessee
$900K +$900K +9,169 New
ST
915
Smithfield Trust
Pennsylvania
$898K -$9.3K -95 -1%
TAIM
916
TD Ameritrade Investment Management
Nebraska
$896K -$183K -1,864 -17%
CCM
917
Corsair Capital Management
New York
$892K – – –
GA
918
GraniteShares Advisors
New York
$890K +$890K +9,067 New
OWA
919
Outlook Wealth Advisors
Texas
$888K +$7.17K +73 +0.8%
MFG
920
Magnus Financial Group
New York
$883K +$152K +1,548 +21%
ACM
921
Advisors Capital Management
New Jersey
$875K +$8.93K +91 +1%
JG
922
Jefferies Group
New York
$875K -$5.69M -57,941 -87%
UIA
923
Ulland Investment Advisors
Minnesota
$871K +$871K +8,875 New
SCI
924
Stableford Capital II
Arizona
$870K +$363K +3,703 +72%
WI
925
Wintrust Investments
Illinois
$868K +$868K +8,846 New
35 36
37
38 39