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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 %
VWA
1026
Visionary Wealth Advisors
Illinois
$640K +$210K +2,137 +49%
DWA
1027
Douglass Winthrop Advisors
New York
$638K +$393 +4 +0.1%
LDB
1028
Lee, Danner & Bass
Tennessee
$636K – – –
MFC
1029
Mechanics Financial Corp
Ohio
$633K +$633K +6,451 New
APA
1030
American Portfolios Advisors
New York
$633K +$151K +1,539 +31%
BOH
1031
Bank of Hawaii
Hawaii
$630K -$862K -8,785 -58%
AWM
1032
Avior Wealth Management
Nebraska
$630K -$14.7K -150 -2%
SWA
1033
Stratos Wealth Advisors
Ohio
$629K +$65.9K +672 +12%
ZIMP
1034
Zimmermann Investment Management & Planning
Pennsylvania
$625K +$625K +6,368 New
QC
1035
Quent Capital
New York
$625K +$625K +6,370 New
HSA
1036
HBK Sorce Advisory
Pennsylvania
$623K +$34.6K +353 +6%
WPC
1037
Wedmont Private Capital
Pennsylvania
$621K +$621K +6,053 New
VFA
1038
Voya Financial Advisors
Connecticut
$618K +$76.2K +771 +14%
SCA
1039
Sippican Capital Advisors
Massachusetts
$617K – – –
PCA
1040
Personal Capital Advisors
California
$615K +$37.5K +386 +6%
AG
1041
AIA Group
Hong Kong
$614K -$406K -4,131 -40%
SIG
1042
Stonegate Investment Group
Alabama
$614K +$614K +6,253 New
CWM
1043
Chicago Wealth Management
Illinois
$613K – – –
UAML
1044
US Asset Management LLC
Pennsylvania
$612K – – –
DSC
1045
Duncker Streett & Co
Missouri
$607K +$491 +5 +0.1%
CCM
1046
CAAS Capital Management
New York
$604K -$5.85M -59,580 -91%
EWM
1047
Empirical Wealth Management
Washington
$600K +$318K +3,239 +113%
AGP
1048
Autumn Glory Partners
Texas
$600K +$600K +6,114 New
LWAC
1049
Laurel Wealth Advisors (California)
California
$594K +$230K +2,347 +63%
CFMC
1050
Curbstone Financial Management Corp
New Hampshire
$590K +$39.3K +400 +7%
40 41
42
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