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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 %
KA
1501
Kozak & Associates
Colorado
$156K +$9.72K +113 +7%
EBA
1502
Eagle Bay Advisors
New York
$155K -$150K -1,527 -49%
RCG
1503
Rock Creek Group
District of Columbia
$155K -$47.9K -489 -24%
KFI
1504
Key Financial Inc
Pennsylvania
$155K – – –
CA
1505
Cornerstone Advisory
Maryland
$152K +$152K +1,550 New
VRM
1506
Vectors Research Management
New York
$148K – – –
CWA
1507
Clearview Wealth Advisors
Oregon
$146K -$43.1K -438 -23%
LTI
1508
Laffer Tengler Investments
Tennessee
$139K – – –
CA
1509
Clearstead Advisors
Ohio
$135K -$77.3K -785 -36%
WWM
1510
Wolff Wiese Magana
California
$135K -$76.4K -777 -36%
IBOK
1511
Independence Bank of Kentucky
Kentucky
$134K – – –
SCM
1512
Silvant Capital Management
Georgia
$133K – – –
BFC
1513
Bedel Financial Consulting
Indiana
$132K +$15.1K +154 +13%
GG
1514
Gleason Group
Kentucky
$131K +$883 +9 +0.7%
BC
1515
Burleson & Co
California
$130K +$587 +6 +0.5%
Kayne Anderson Rudnick Investment Management
1516
Kayne Anderson Rudnick Investment Management
California
$130K +$2.65K +27 +2%
CAL
1517
Capital Advisors Ltd
Ohio
$128K +$21.6K +219 +20%
SWM
1518
Selective Wealth Management
Virginia
$125K -$92.9K -950 -43%
DAC
1519
Dividend Assets Capital
South Carolina
$124K – – –
FMTCOCP
1520
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121K +$12.7K +130 +12%
FMII
1521
Farmers & Merchants Investments Inc
Nebraska
$121K +$24.5K +250 +25%
HCP
1522
Hexagon Capital Partners
Arkansas
$118K +$49.3K +501 +72%
RFA
1523
Reilly Financial Advisors
California
$117K +$7.18K +73 +7%
WPA
1524
West Paces Advisors
Georgia
$117K +$4.91K +50 +4%
PA
1525
PSI Advisors
Florida
$116K -$64.9K -659 -36%
59 60
61
62 63