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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 %
WAM
1376
Weatherly Asset Management
California
$263K – – –
HI
1377
Harrington Investments
California
$263K +$24.6K +250 +10%
JSW
1378
Journey Strategic Wealth
New Jersey
$263K +$263K +2,679 New
AAMC
1379
Asset Allocation & Management Company
Illinois
$261K +$261K +2,660 New
CCFM
1380
Clear Creek Financial Management
Washington
$260K +$14.7K +150 +6%
PIA
1381
Powell Investment Advisors
Florida
$259K +$1.77K +18 +0.7%
BAM
1382
Blueshift Asset Management
New Jersey
$258K -$2.63M -26,831 -91%
OC
1383
Oakworth Capital
Alabama
$258K +$29.4K +300 +13%
BFO
1384
Biltmore Family Office
North Carolina
$258K +$258K +2,626 New
WTB
1385
Washington Trust Bank
Washington
$257K -$4.67M -47,452 -95%
FPWM
1386
FSB Premier Wealth Management
Iowa
$257K +$257K +2,628 New
LGA
1387
Lebenthal Global Advisors
New York
$256K -$109K -1,115 -30%
AA
1388
Argent Advisors
Louisiana
$253K – – –
SGI
1389
Summit Global Investments
Utah
$252K – – –
KFGK
1390
Keystone Financial Group (Kentucky)
Kentucky
$251K -$1.96K -20 -0.8%
JCM
1391
Jacobi Capital Management
Pennsylvania
$251K +$102K +1,043 +69%
AP
1392
Americana Partners
Texas
$250K -$58.8K -599 -19%
KWM
1393
Kolinsky Wealth Management
New Jersey
$250K +$250K +2,549 New
CDH
1394
Charles D. Hyman
$249K -$19.6K -200 -7%
WCM
1395
Wedge Capital Management
North Carolina
$249K -$6.59K -67 -3%
CQS
1396
Credential Qtrade Securities
$249K +$2.06K +21 +0.8%
CL
1397
Choreo LLC
Illinois
$246K – – –
BOPW
1398
Brandywine Oak Private Wealth
Pennsylvania
$246K – – –
NEWAS
1399
N.E.W. Advisory Services
Wisconsin
$245K -$1.67K -17 -0.7%
HCM
1400
Highlander Capital Management
New Jersey
$245K – – –
54 55
56
57 58