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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 %
ZIC
1451
ZWJ Investment Counsel
Georgia
$213K – – –
CIAS
1452
Capital Investment Advisory Services
North Carolina
$213K +$213K +2,167 New
BAM
1453
Brave Asset Management
New Jersey
$212K +$5.89K +60 +3%
SCA
1454
Sandy Cove Advisors
Massachusetts
$212K +$212K +2,160 New
RA
1455
RFG Advisory
Alabama
$211K +$211K +2,148 New
IAS
1456
IMA Advisory Services
Colorado
$209K -$24.8K -253 -11%
OA
1457
Operose Advisors
Wisconsin
$209K +$209K +2,124 New
CFGS
1458
Concourse Financial Group Securities
Alabama
$208K -$17K -173 -8%
FCM
1459
Firestone Capital Management
Florida
$208K -$15.2K -155 -7%
BEI
1460
Benjamin Edwards Inc
Missouri
$208K +$12.4K +126 +6%
NB
1461
Northwest Bancshares
Pennsylvania
$207K – – –
CW
1462
CreativeOne Wealth
Kansas
$206K -$40.7K -415 -17%
PWMG
1463
Prestige Wealth Management Group
New Jersey
$205K – – –
NDSI
1464
Newman Dignan & Sheerar Inc
Rhode Island
$205K +$205K +2,085 New
AFC
1465
AFT Forsyth & Company
Florida
$205K +$205K +2,085 New
MYIA
1466
Mount Yale Investment Advisors
Colorado
$204K -$314K -3,202 -61%
SAM
1467
SignalPoint Asset Management
Missouri
$204K – – –
VNA
1468
Valley National Advisers
Pennsylvania
$204K +$784 +8 +0.4%
NIM
1469
NuWave Investment Management
New Jersey
$203K -$305K -3,101 -60%
CLOS
1470
Compagnie Lombard Odier SCmA
Switzerland
$203K -$39.3K -400 -16%
DBIA
1471
Dumont & Blake Investment Advisors
New Jersey
$203K -$4.9K -50 -2%
CAM
1472
CenterStar Asset Management
Illinois
$203K -$16K – –
TA
1473
TrueWealth Advisors
Alabama
$203K +$203K +2,070 New
PTC
1474
Petrus Trust Company
Texas
$202K +$202K +2,054 New
GP
1475
Girard Partners
Pennsylvania
$202K +$202K +2,058 New
57 58
59
60 61