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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 %
FNFDCM
926
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$866K – – –
KWM
927
Kingsview Wealth Management
Oregon
$866K +$201K +2,046 +30%
CWA
928
Core Wealth Advisors
Florida
$859K -$259K -2,633 -23%
FAM
929
Fulcrum Asset Management
United Kingdom
$856K -$856K – –
JFGIW
930
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$855K +$10K +102 +1%
BHBT
931
Burke & Herbert Bank & Trust
Virginia
$846K – – –
PWS
932
Precision Wealth Strategies
Missouri
$845K +$105K +1,067 +14%
FHA
933
First Horizon Advisors
Tennessee
$844K -$91K -928 -10%
LB
934
Legacy Bridge
Iowa
$844K – – –
QC
935
Quadrature Capital
United Kingdom
$842K +$842K +8,579 New
NVIM
936
New Vernon Investment Management
Illinois
$839K – – –
SDAM
937
Shulman DeMeo Asset Management
New York
$836K -$2.16K -22 -0.3%
WWM
938
Western Wealth Management
Colorado
$835K +$835K +8,497 New
PAWC
939
P.A.W. Capital
Connecticut
$834K -$49.1K -500 -6%
EGA
940
E&G Advisors
Texas
$834K +$19.5K +199 +2%
CB
941
Community Bank
New York
$824K +$167K +1,700 +25%
BSA
942
Bull Street Advisors
Georgia
$822K -$73.6K -750 -8%
HIA
943
Harbor Investment Advisory
Maryland
$820K +$19.4K +198 +2%
SM
944
Salzhauer Michael
$819K +$542K +14,000 +196%
SB
945
Strategic Blueprint
Georgia
$815K -$50K -509 -6%
PTC
946
Private Trust Company
Ohio
$815K +$52.2K +532 +7%
III
947
Independent Investors Inc
New York
$806K -$49.1K -500 -6%
FPCP
948
Fort Point Capital Partners
California
$806K -$8.25K -84 -1%
ESCM
949
Echo Street Capital Management
New York
$806K +$61.1K +623 +8%
PCP
950
Proficio Capital Partners
Massachusetts
$802K -$6.28K -64 -0.8%
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