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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 %
MAM
1051
Mastrapasqua Asset Management
Tennessee
$589K +$9.82K +100 +2%
BIA
1052
Benchmark Investment Advisors
Illinois
$587K +$587K +5,982 New
FVCM
1053
F&V Capital Management
Florida
$585K – – –
JCIA
1054
Jackson Creek Investment Advisors
Colorado
$584K -$3.54K -36 -0.6%
MFW
1055
Meristem Family Wealth
Minnesota
$581K +$884 +9 +0.2%
QTM
1056
qPULA Trading Management
New York
$574K -$370K -3,768 -39%
SB
1057
Simmons Bank
Arkansas
$574K +$127K +1,295 +28%
WA
1058
Wealth Alliance
New York
$573K -$6.09K -62 -1%
DLHL
1059
Donald L. Hagan LLC
Florida
$573K +$19K +194 +3%
TWI
1060
Thomas White International
Illinois
$571K – – –
PPP
1061
Private Portfolio Partners
New Jersey
$569K +$4.91K +50 +0.9%
MGIA
1062
Moneta Group Investment Advisors
Missouri
$569K -$52.3K -533 -8%
SYBT
1063
Stock Yards Bank & Trust
Kentucky
$568K +$58.6K +597 +11%
KA
1064
Kovack Advisors
Florida
$567K +$167K +1,703 +42%
TCM
1065
Tributary Capital Management
Nebraska
$564K -$34.3K -350 -6%
AFP
1066
Ausdal Financial Partners
Iowa
$561K +$152K +1,549 +37%
KFA
1067
Krane Funds Advisors
New York
$559K -$35.3K -360 -6%
BONST
1068
Bank of Nova Scotia Trust
Ontario, Canada
$557K -$26.1K -266 -4%
CCFCSB
1069
Cape Cod Five Cents Savings Bank
Massachusetts
$555K – – –
I2I
1070
Insight 2811 Inc
Illinois
$552K +$44.9K +457 +9%
BB
1071
Bell Bank
North Dakota
$551K – – –
RCA
1072
Ranch Capital Advisors
Florida
$551K +$1.47K +15 +0.3%
SAS
1073
Stelac Advisory Services
New York
$551K +$33.9K +345 +7%
FA
1074
Financial Advisors
Massachusetts
$549K – – –
MAG
1075
MRA Advisory Group
New Jersey
$549K +$108K +1,105 +25%
41 42
43
44 45