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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 %
CGA
1276
Crescent Grove Advisors
Illinois
$329K +$329K +3,349 New
WTA
1277
Washington Trust Advisors
Massachusetts
$328K +$328K +3,345 New
CB
1278
CNB Bank
Pennsylvania
$327K -$24.6K -251 -7%
RTS
1279
Round Table Services
New Jersey
$326K -$14.7K -150 -4%
TFCP
1280
Twin Focus Capital Partners
Massachusetts
$325K – – –
HHGA
1281
Halbert Hargrove Global Advisors
California
$325K +$5K +51 +2%
BFA
1282
Bragg Financial Advisors
North Carolina
$324K – – –
JWM
1283
JGP Wealth Management
Oregon
$324K +$3.35K +33 +1%
BBNA
1284
Bremer Bank National Association
Minnesota
$323K +$2.16K +22 +0.7%
BMO
1285
Beck Mack & Oliver
New York
$319K – – –
EL
1286
EMFO LLC
Florida
$319K – – –
BWAM
1287
Boyd Watterson Asset Management
Ohio
$318K -$785 -8 -0.2%
GPA
1288
Guerra Pan Advisors
New Jersey
$318K +$318K +3,239 New
CIA
1289
Choate Investment Advisors
Massachusetts
$316K +$15.6K +159 +5%
KPW
1290
Kore Private Wealth
New York
$315K -$414K -4,214 -57%
WB
1291
West Bancorporation
Iowa
$315K +$315K +3,208 New
H
1292
HoyleCohen
California
$314K -$85.3K -869 -21%
SOW
1293
State of Wyoming
Wyoming
$313K -$196 -2 -0.1%
WTC
1294
WhitTier Trust Company
Nevada
$312K – – –
JSL
1295
JT Stratford LLC
Georgia
$311K – – –
EFM
1296
E Fund Management
China
$311K +$1.08K +11 +0.3%
HIC
1297
Hartline Investment Corp
Illinois
$310K +$310K +3,156 New
DCM
1298
DGS Capital Management
New Jersey
$310K +$310K +3,159 New
AWA
1299
Aaron Wealth Advisors
Illinois
$308K +$55.6K +568 +22%
SWM
1300
Silverlake Wealth Management
Vermont
$307K +$307K +3,127 New
50 51
52
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