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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 %
AW
1151
ACG Wealth
Georgia
$452K -$100K -1,021 -18%
PCG
1152
Private Capital Group
Connecticut
$451K -$209K -2,128 -32%
LFA
1153
Legacy Financial Advisors
Kentucky
$448K +$10K +102 +2%
EB
1154
Eastern Bank
Massachusetts
$446K -$29.3K -298 -6%
IIM
1155
Ipswich Investment Management
Massachusetts
$445K -$19.6K -200 -4%
BSW
1156
Buckingham Strategic Wealth
Missouri
$445K -$5.98K -61 -1%
JFA
1157
Johanson Financial Advisors
California
$444K +$89.3K +911 +25%
BFG
1158
Berger Financial Group
Minnesota
$442K +$45.3K +462 +11%
HWAM
1159
Hennion & Walsh Asset Management
New Jersey
$441K +$63.1K +642 +17%
ICP
1160
Interchange Capital Partners
Pennsylvania
$440K -$214K -2,178 -33%
BG
1161
Bahl & Gaynor
Ohio
$438K +$2.46K +25 +0.6%
CWA
1162
Canvas Wealth Advisors
Kansas
$438K +$38.6K +393 +10%
SIA
1163
SkyView Investment Advisors
New Jersey
$438K +$127K +1,296 +41%
IWM
1164
IHT Wealth Management
Illinois
$437K +$5.7K +58 +1%
WFI
1165
West Family Investments
California
$436K -$46.3K -471 -10%
RCM
1166
Radnor Capital Management
Pennsylvania
$436K +$436K +4,440 New
MSFS
1167
Main Street Financial Solutions
Pennsylvania
$435K -$23.4K -238 -5%
APP
1168
Avantax Planning Partners
Iowa
$434K -$14.7K -150 -3%
VCM
1169
Vivaldi Capital Management
Illinois
$434K – – –
HTC
1170
Haverford Trust Company
Pennsylvania
$432K -$29.2K -297 -6%
AWS
1171
AJ Wealth Strategies
New York
$432K – – –
MS
1172
Mizuho Securities
Japan
$432K +$269K +2,740 +165%
A
1173
Astrantus
Cyprus
$432K +$432K +4,406 New
SIM
1174
Sentry Investment Management
Wisconsin
$430K -$898K -9,150 -68%
TBA
1175
Tower Bridge Advisors
Pennsylvania
$426K – – –
45 46
47
48 49