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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 %
CAIMH
1126
Central Asset Investments & Management Holdings
Hong Kong
$480K – – –
SS
1127
Sunbelt Securities
Texas
$478K +$132K +1,242 +38%
RIL
1128
Rothschild Investment LLC
Illinois
$476K +$4.81K +49 +1%
MRCM
1129
M&R Capital Management
New Jersey
$474K +$405K +4,125 +583%
GA
1130
Geller Advisors
New York
$473K – – –
MFW
1131
Mosaic Family Wealth
Missouri
$472K -$57.9K -590 -11%
OFW
1132
Omnia Family Wealth
Florida
$471K – – –
AF
1133
Allworth Financial
California
$470K +$78.7K +801 +20%
CCC
1134
Chelsea Counsel Company
California
$469K – – –
PCM
1135
Perritt Capital Management
Illinois
$467K -$7.36K -75 -2%
KTC
1136
Kistler-Tiffany Companies
Pennsylvania
$465K +$42.3K +431 +10%
LI
1137
LVZ Inc
Michigan
$464K – – –
PCMC
1138
Private Capital Management (Colorado)
Colorado
$464K +$464K +4,728 New
LHC
1139
Little House Capital
Massachusetts
$463K +$86.7K +883 +23%
VFPI
1140
Vantage Financial Partners (Illinois)
Illinois
$461K +$137K +1,400 +42%
CIC
1141
Carnegie Investment Counsel
Ohio
$461K +$195K +1,990 +74%
EWG
1142
Executive Wealth Group
Washington
$459K +$3.24K +33 +0.7%
BBA
1143
BLB&B Advisors
Pennsylvania
$459K -$199K -2,026 -30%
SWP
1144
Strategic Wealth Partners
Ohio
$458K +$31.3K +319 +7%
BB
1145
Berkshire Bank
Massachusetts
$457K +$98K +997 +27%
MMA
1146
Miracle Mile Advisors
California
$456K -$21.9K -223 -5%
KA
1147
KLCM Advisors
Wisconsin
$456K -$12.9K -131 -3%
HC
1148
Hamilton Capital
Ohio
$456K – – –
OIA
1149
Optimum Investment Advisors
Illinois
$456K +$49K +500 +12%
FPCG
1150
Fort Pitt Capital Group
Pennsylvania
$455K -$3.73K -38 -0.8%
44 45
46
47 48