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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 %
DCM
1226
Deuterium Capital Management
Florida
$378K +$378K +3,853 New
GL
1227
Graypoint LLC
New York
$377K +$51.5K +525 +16%
PLFAM
1228
Pineno Levin & Ford Asset Management
Virginia
$376K +$19.6K +200 +6%
CSB
1229
City State Bank
Iowa
$375K +$375K +3,825 New
CL
1230
CPWM LLC
Washington
$373K – – –
BWCS
1231
Beirne Wealth Consulting Services
Connecticut
$372K +$19.6K +200 +6%
HFM
1232
Harvest Fund Management
China
$372K +$57.8K +586 +18%
Cohen & Steers
1233
Cohen & Steers
New York
$370K – – –
WH
1234
Willner & Heller
California
$370K +$370K +3,799 New
OMC
1235
Overbrook Management Corp
New York
$369K – – –
BMM
1236
Buffington Mohr McNeal
Idaho
$368K – – –
MIH
1237
Meitav Investment House
Israel
$367K -$177K -1,791 -33%
HA
1238
HYA Advisors
Missouri
$366K +$1.38K +14 +0.4%
DWM
1239
Drive Wealth Management
Utah
$366K +$366K +3,726 New
AAS
1240
Ameritas Advisory Services
Nebraska
$366K +$366K +3,726 New
OFS
1241
OneAscent Financial Services
Alabama
$366K +$366K +3,732 New
BFEC
1242
Benjamin F. Edwards & Company
Missouri
$365K +$1.97K +20 +0.5%
KFS
1243
Kaizen Financial Strategies
California
$364K +$2.45K +25 +0.7%
WGAM
1244
Wilkinson Global Asset Management
New York
$363K -$6.87K -70 -2%
EWA
1245
EverSource Wealth Advisors
Alabama
$363K +$363K +3,706 New
AC
1246
ASB Consultores
Florida
$360K +$360K +3,664 New
QCM
1247
Quantinno Capital Management
New York
$359K +$359K +3,656 New
EFA
1248
Evernest Financial Advisors
Indiana
$359K +$359K +4,177 New
RWA
1249
Ropes Wealth Advisors
Massachusetts
$357K -$25.3K -258 -7%
CCP
1250
Carmel Capital Partners
California
$357K +$357K +3,635 New
48 49
50
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