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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 %
CF
1476
Clarity Financial
Texas
$202K +$202K +2,058 New
MFG
1477
Menard Financial Group
Texas
$201K -$48.3K -492 -19%
PAM
1478
Premier Asset Management
Illinois
$201K -$3.8K -209 -2%
BFA
1479
Beaumont Financial Advisors
Massachusetts
$201K – – –
MAG
1480
Mayfair Advisory Group
Alabama
$201K +$201K +1,980 New
AWM
1481
Aprio Wealth Management
Georgia
$201K +$201K +2,052 New
CAM
1482
Covenant Asset Management
New Jersey
$200K +$200K +2,035 New
IFA
1483
Interactive Financial Advisors
Illinois
$196K – – –
ONST
1484
Old North State Trust
North Carolina
$193K – – –
BAM
1485
Barrett Asset Management
New York
$191K +$69.7K +709 +57%
BWM
1486
BerganKDV Wealth Management
Minnesota
$190K +$98 +1 +0.1%
EWM
1487
Endurance Wealth Management
Rhode Island
$188K – – –
SSB
1488
Sandy Spring Bank
Maryland
$186K – – –
BBPWM
1489
Blue Bell Private Wealth Management
Pennsylvania
$185K +$185K +1,883 New
APW
1490
Austin Private Wealth
Texas
$181K -$39K -397 -18%
ANBT
1491
American National Bank & Trust
Texas
$181K – – –
BWM
1492
Baystate Wealth Management
Massachusetts
$181K +$1.28K +13 +0.7%
AA
1493
Addison Advisors
Vermont
$174K +$151K +1,544 +666%
FCA
1494
FinTrust Capital Advisors
South Carolina
$173K -$19.8K -202 -10%
First Manhattan
1495
First Manhattan
New York
$169K +$13.6K +139 +9%
GLLW
1496
Graves Light Lenhart Wealth
Virginia
$168K – – –
EWM
1497
Edge Wealth Management
New York
$165K – – –
CWM
1498
Cranbrook Wealth Management
Michigan
$160K – – –
AA
1499
AlphaCentric Advisors
Puerto Rico
$157K -$279K -2,839 -64%
LWA
1500
Lenox Wealth Advisors
New York
$157K -$6.96K -71 -4%
58 59
60
61 62