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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 %
GG
1301
Golden Green
South Carolina
$306K – – –
EFSCE
1302
Enterprise Financial Services Corp (EFSC)
Missouri
$305K -$1.56M -15,870 -84%
HCMT
1303
Highland Capital Management (Tennessee)
Tennessee
$304K -$49K -500 -14%
RL
1304
RPO LLC
Connecticut
$304K +$304K +3,100 New
1WA
1305
180 Wealth Advisors
Washington
$303K -$132K -1,331 -30%
PAM
1306
Private Asset Management
California
$303K – – –
NFG
1307
Next Financial Group
Texas
$303K +$75K +762 +33%
RC
1308
Roundview Capital
New Jersey
$301K +$81.5K +829 +37%
CCM
1309
Covington Capital Management
California
$300K +$34.8K +354 +13%
NAS
1310
Nicolet Advisory Services
Wisconsin
$300K +$300K +3,058 New
BCP
1311
Berkeley Capital Partners
Georgia
$299K +$39K +397 +15%
OCM
1312
Objective Capital Management
Ohio
$299K +$299K +3,042 New
TWM
1313
Tradition Wealth Management
Minnesota
$298K +$13.5K +138 +5%
JCM
1314
Janney Capital Management
Pennsylvania
$297K – – –
ORC
1315
O'Rourke & Company
Massachusetts
$297K +$297K +3,025 New
ACM
1316
Avalon Capital Management
California
$296K +$1.28K +13 +0.4%
FOA
1317
Five Oceans Advisors
California
$295K +$12.2K +124 +4%
SOAMC
1318
Spirit of America Management Corp
New York
$294K – – –
NWA
1319
Navis Wealth Advisors
New York
$294K – – –
PWP
1320
Perfromance Wealth Partners
Illinois
$294K +$294K +2,999 New
SWM
1321
Segment Wealth Management
Texas
$293K +$293K +2,987 New
HI
1322
Harbour Investments
Wisconsin
$292K -$975K -9,936 -77%
SIM
1323
SSI Investment Management
California
$291K -$491 -5 -0.2%
SBIA
1324
Sheaff Brock Investment Advisors
Indiana
$289K +$4.71K +48 +2%
MWPCG
1325
Measured Wealth Private Client Group
New Hampshire
$289K +$12.9K +131 +5%
51 52
53
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