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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 %
BCA
1426
Bay Colony Advisors
Massachusetts
$224K – – –
FMC
1427
First Merchants Corp
Indiana
$224K +$224K +2,277 New
CHP
1428
Cable Hill Partners
Oregon
$224K +$224K +2,284 New
RA
1429
Riversedge Advisors
Delaware
$223K +$6.87K +70 +3%
CC
1430
Chicago Capital
Illinois
$222K – – –
WP
1431
WealthShield Partners
North Carolina
$222K +$222K +2,266 New
IWP
1432
Icon Wealth Partners
Texas
$221K -$92.7K -944 -30%
HCM
1433
Hodges Capital Management
Texas
$221K -$1.96K -20 -0.9%
FAM
1434
Flaharty Asset Management
Florida
$221K +$221K +2,255 New
ESB
1435
Essex Savings Bank
Connecticut
$220K -$4.91K -50 -2%
LC
1436
LCNB Corp
Ohio
$220K – – –
CA
1437
Claro Advisors
Massachusetts
$220K +$220K +2,243 New
GCM
1438
G2 Capital Management
Ohio
$219K +$219K +2,234 New
TW
1439
TrinityPoint Wealth
Connecticut
$218K -$88.5K -903 -29%
FAFN
1440
First Affirmative Financial Network
Colorado
$217K -$15.2K -155 -7%
SICM
1441
Sustainable Insight Capital Management
New York
$217K -$786 -8 -0.4%
SEEDPG
1442
S.E.E.D. Planning Group
New York
$216K – – –
GIM
1443
Groesbeck Investment Management
New Jersey
$216K – – –
QPWM
1444
Quadrant Private Wealth Management
Pennsylvania
$216K +$216K +2,198 New
SFO
1445
Stokes Family Office
Louisiana
$216K +$216K +2,202 New
LAS
1446
LWM Advisory Services
Florida
$215K +$215K +2,190 New
NCM
1447
Neumann Capital Management
California
$215K +$215K +2,192 New
BO
1448
Bank OZK
Arkansas
$214K -$34.4K -350 -14%
FG
1449
Fiduciary Group
Georgia
$214K – – –
ZIM
1450
Zacks Investment Management
Illinois
$213K -$126K -1,286 -37%
56 57
58
59 60