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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 %
AWAP
1176
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$426K – – –
MHR
1177
Matthew Hamilton Rosenberg
$425K +$9.12K +93 +2%
HI
1178
Hudock Inc
Pennsylvania
$423K +$31.8K +324 +8%
DHGWA
1179
Dixon Hughes Goodman Wealth Advisors
North Carolina
$423K +$423K +4,309 New
ZB
1180
Zions Bancorporation
Utah
$422K +$2.26K +23 +0.5%
ACI
1181
Alpha Cubed Investments
California
$420K – – –
PFP
1182
Pinnacle Financial Partners
Tennessee
$420K +$1.37K +14 +0.3%
ATC
1183
Adirondack Trust Company
New York
$420K +$6.38K +65 +2%
LC
1184
Lindbrook Capital
California
$420K +$255K +2,600 +155%
CI
1185
CX Institutional
Indiana
$419K +$8.74K +89 +2%
NW
1186
NewEdge Wealth
Pennsylvania
$419K +$56.3K +574 +16%
EHWM
1187
Eads & Heald Wealth Management
Georgia
$417K -$61.4K -625 -13%
LWM
1188
Laidlaw Wealth Management
New York
$417K +$417K +4,246 New
HI
1189
HBK Investments
Texas
$416K -$1.16M -11,874 -74%
CWM
1190
Curi Wealth Management
North Carolina
$415K +$11.6K +118 +3%
RWA
1191
Redhawk Wealth Advisors
Minnesota
$414K +$28.5K +290 +7%
FCFC
1192
First Citizens Financial Corp
Iowa
$413K -$10.7K -109 -3%
ECM
1193
Evergreen Capital Management
Washington
$413K -$1.96K -20 -0.5%
PVH
1194
Psagot Value Holdings
Israel
$413K +$197K +2,009 +91%
CCM
1195
Carlson Capital Management
Minnesota
$412K +$7.46K +76 +2%
FPA
1196
First Pacific Advisors
California
$408K +$408K +4,160 New
ACM
1197
Allred Capital Management
Texas
$405K -$4.71K -48 -1%
IIC
1198
Integrated Investment Consultants
Michigan
$405K +$67.6K +689 +20%
GLA
1199
Great Lakes Advisors
Illinois
$403K -$84.9K -866 -17%
BRWM
1200
B. Riley Wealth Management
Tennessee
$403K +$48.1K +490 +14%
46 47
48
49 50