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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 %
GLA
951
Good Life Advisors
Pennsylvania
$800K -$2.06K -21 -0.3%
VFA
952
Valeo Financial Advisors
Indiana
$798K +$73.1K +745 +10%
NCP
953
NexWave Capital Partners
New York
$785K -$315K -3,208 -29%
PRWA
954
Platte River Wealth Advisors
Colorado
$785K +$107K +1,010 +16%
CG
955
Colony Group
Massachusetts
$783K -$937K -9,547 -54%
OPS
956
Orion Portfolio Solutions
Nebraska
$783K +$54.3K +553 +7%
HH
957
Hilltop Holdings
Texas
$776K -$185K -1,891 -19%
TPWA
958
TRUE Private Wealth Advisors
Oregon
$776K +$8.73K +89 +1%
GF
959
Gries Financial
Ohio
$775K -$798K -8,131 -51%
BB
960
Busey Bank
Illinois
$775K -$117K -1,196 -13%
RIG
961
Renaissance Investment Group
Massachusetts
$775K +$785 +8 +0.1%
PCM
962
Pennsylvania Capital Management
Pennsylvania
$774K – – –
BIP
963
Blueprint Investment Partners
North Carolina
$774K +$199K +2,028 +35%
CFCI
964
Comprehensive Financial Consultants Institutional
Indiana
$773K +$773K +8,186 New
CWM
965
Circle Wealth Management
New Jersey
$768K +$3.34K +34 +0.4%
ST
966
Sentinel Trust
Texas
$768K +$768K +7,819 New
WPW
967
Warther Private Wealth
Ohio
$766K +$187K +1,862 +32%
MIC
968
Meridian Investment Counsel
California
$765K – – –
PFM
969
Parsec Financial Management
North Carolina
$762K -$334K -3,409 -31%
GEA
970
Glen Eagle Advisors
New Jersey
$761K +$134K +1,360 +21%
CT
971
Cambridge Trust
Massachusetts
$757K +$170K +1,729 +29%
PG
972
Pendal Group
Australia
$756K -$40.2K -409 -5%
CIM
973
CIM Investment Management
Pennsylvania
$752K -$14.8K -151 -2%
PWLP
974
Prio Wealth Limited Partnership
Massachusetts
$750K -$16.6K -169 -2%
CH
975
Canton Hathaway
Rhode Island
$749K – – –
37 38
39
40 41