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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 %
PS
1351
Planned Solutions
California
$276K +$276K +2,807 New
SA
1352
Syntax Advisors
New York
$276K +$276K +2,808 New
GA
1353
Greenspring Advisors
Maryland
$276K +$276K +2,810 New
CFO
1354
CVA Family Office
Colorado
$275K +$155K +1,576 +129%
HI
1355
Humankind Investments
New York
$274K +$37.5K +382 +16%
NCA
1356
New Century Advisors
Maryland
$274K +$274K +2,790 New
RT
1357
Rockland Trust
Massachusetts
$271K – – –
TC
1358
Tatro Capital
Kentucky
$271K +$21.1K +215 +8%
FAM
1359
Formidable Asset Management
Ohio
$270K -$11.5K -111 -4%
FPS
1360
Fieldpoint Private Securities
Connecticut
$270K +$62.2K +635 +30%
WAOI
1361
Wealth Advisors of Iowa
Iowa
$270K +$270K +2,750 New
AFS
1362
Annapolis Financial Services
Maryland
$269K – – –
CA
1363
Continuum Advisory
Idaho
$269K +$7.45K +76 +3%
FAG
1364
Fortitude Advisory Group
Washington
$269K +$269K +2,737 New
JIC
1365
Johnson Investment Counsel
Ohio
$268K -$2.16K -22 -0.8%
DAM
1366
Doheny Asset Management
California
$268K – – –
BP
1367
Broadleaf Partners
Ohio
$267K – – –
PMG
1368
ProVise Management Group
Florida
$266K -$9.12K -93 -3%
CAM
1369
Cozad Asset Management
Illinois
$266K – – –
UF
1370
Univest Financial
Pennsylvania
$266K +$15.3K +156 +6%
RC
1371
Reik & Co
New York
$265K – – –
CFN
1372
Cordasco Financial Network
Florida
$265K – – –
BHIA
1373
Birch Hill Investment Advisors
Massachusetts
$265K +$45.2K +460 +21%
LAM
1374
L2 Asset Management
Massachusetts
$264K +$264K +2,690 New
ACA
1375
Atlas Capital Advisors
Wyoming
$263K -$18K -183 -6%
53 54
55
56 57