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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 %
KFS
1001
Kurt F. Somerville
$696K -$24.7K -252 -3%
FMBTD
1002
First Midwest Bank Trust Division
Illinois
$696K -$4.12K -42 -0.6%
FNBOH
1003
First National Bank of Hutchinson
Kansas
$695K +$21.3K +217 +3%
HPC
1004
HM Payson & Co
Maine
$694K +$178K +1,816 +35%
EWA
1005
EP Wealth Advisors
California
$692K +$14.7K +150 +2%
RR
1006
Robotti Robert
$687K – – –
SW
1007
SteelPeak Wealth
California
$685K -$238K -2,427 -26%
RSS
1008
Rosenblum Silverman Sutton
California
$680K -$111K -1,131 -14%
IA
1009
IFG Advisors
Missouri
$680K – – –
APC
1010
Aspire Private Capital
North Carolina
$679K +$64.2K +654 +10%
AMC
1011
Asset Management Corp
Illinois
$676K -$51.1K -521 -7%
JWCA
1012
J.W. Cole Advisors
Florida
$671K -$23.6K -241 -3%
WW
1013
Waterfront Wealth
Kansas
$670K +$195K +1,987 +41%
CA
1014
CoreCap Advisors
Michigan
$666K +$666K +6,784 New
RCAG
1015
Rehmann Capital Advisory Group
Michigan
$663K +$14.3K +146 +2%
MSA
1016
Marino Stram & Associates
Massachusetts
$662K +$203K +2,073 +44%
NP
1017
NorthRock Partners
Minnesota
$658K +$183K +1,868 +39%
HA
1018
Harbor Advisors
Florida
$649K – – –
WBG
1019
Wharton Business Group
Pennsylvania
$649K +$649K +6,614 New
DMBA
1020
Deseret Mutual Benefit Administrators
Utah
$647K -$19.4K -198 -3%
PFGIA
1021
Patriot Financial Group Insurance Agency
Massachusetts
$645K +$8.84K +90 +1%
RWB
1022
RMR Wealth Builders
New Jersey
$645K +$368K +3,744 +133%
BCM
1023
Brown Capital Management
Maryland
$643K +$177K +1,807 +38%
CBOR
1024
Community Bank of Raymore
Missouri
$642K – – –
AIA
1025
Arbor Investment Advisors
North Carolina
$640K -$9.33K -95 -1%
39 40
41
42 43