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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 %
NB
1326
NBT Bank
New York
$288K -$26.6K -271 -8%
RFM
1327
Royal Fund Management
Florida
$288K – – –
LP
1328
LGL Partners
Pennsylvania
$288K +$288K +2,933 New
FWM
1329
FFT Wealth Management
Pennsylvania
$288K +$288K +2,933 New
RI
1330
Ridgewood Investments
New Jersey
$286K – – –
CBFP
1331
Cedar Brook Financial Partners
Ohio
$286K +$14.9K +152 +6%
CFA
1332
Capstone Financial Advisors
Illinois
$286K +$18.9K +193 +7%
TWM
1333
Tanager Wealth Management
United Kingdom
$285K +$285K +2,901 New
DS
1334
DRW Securities
Illinois
$284K -$4.19M -42,727 -94%
NC
1335
NovaPoint Capital
Georgia
$284K +$284K +2,890 New
MAM
1336
McLean Asset Management
Virginia
$282K -$5.77K -56 -2%
WA1
1337
Wimmer Associates 1
California
$282K -$1.96K -20 -0.7%
LCM
1338
Leisure Capital Management
California
$282K – – –
LW
1339
Linscomb Wealth
Texas
$282K +$282K +2,876 New
SAM
1340
Sompo Asset Management
Japan
$281K +$26.4K +270 +10%
WP
1341
WealthSource Partners
California
$281K +$37.9K +386 +16%
VWM
1342
Vigilare Wealth Management
Arizona
$281K +$281K +2,860 New
NSB
1343
Norway Savings Bank
Maine
$280K – – –
RDWM
1344
Red Door Wealth Management
Tennessee
$280K +$4.02K +41 +1%
WWM
1345
Wagner Wealth Management
South Carolina
$279K +$15.7K +160 +6%
PFA
1346
Pathway Financial Advisors
Vermont
$279K +$279K +2,717 New
NFSG
1347
Newbridge Financial Services Group
Florida
$279K +$278K +2,827 +23,558%
MCM
1348
Maryland Capital Management
Maryland
$278K +$278K +2,832 New
VCG
1349
Vantage Consulting Group
Virginia
$276K +$32.2K +328 +13%
FSA
1350
Fort Sheridan Advisors
Illinois
$276K +$72.7K +740 +36%
52 53
54
55 56