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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 %
ED
1526
Exane Derivatives
France
$111K -$550K -5,600 -83%
RMC
1527
Resources Management Corp
Connecticut
$109K – – –
Optiver Holding
1528
Optiver Holding
Netherlands
$109K – – –
BHWM
1529
Bay Harbor Wealth Management
Maryland
$109K +$2K +19 +2%
FA
1530
Fortis Advisors
Pennsylvania
$108K +$786 +8 +0.7%
EAM
1531
Eukles Asset Management
Ohio
$105K – – –
FCMT
1532
Founders Capital Management (Texas)
Texas
$105K +$493 +5 +0.5%
ME
1533
McIlrath & Eck
Washington
$103K +$7.94K +81 +8%
PMFA
1534
Plante Moran Financial Advisors
Michigan
$101K +$66.9K +684 +196%
CA
1535
Crewe Advisors
Utah
$101K +$101K +1,033 New
CNBTD
1536
Citizens National Bank Trust Department
Mississippi
$100K +$100K +1,014 New
FNBOSM
1537
First National Bank of South Miami
Florida
$98K – – –
GWS
1538
Glassman Wealth Services
Virginia
$98K +$19K +194 +24%
BWL
1539
Bogart Wealth LLC
Virginia
$96K – – –
WR
1540
WD Rutherford
Oregon
$96K – – –
TFO
1541
Tarbox Family Office
California
$94K +$2.94K +30 +3%
CWM
1542
Cedar Wealth Management
California
$91K – – –
BLC
1543
Brown, Lisle/Cummings
Rhode Island
$90.8K +$90.8K +925 New
CMA
1544
Cedar Mountain Advisors
Oregon
$87K +$391 +4 +0.5%
SWA
1545
Sutton Wealth Advisors
Florida
$86.5K +$1.18K +12 +1%
SCA
1546
Stonebridge Capital Advisors
Minnesota
$85K +$3.22K +33 +4%
LAS
1547
Lloyd Advisory Services
Georgia
$83K +$31.2K +316 +60%
TFP
1548
Tilia Fiduciary Partners
North Carolina
$83K +$83K +841 New
TFGT
1549
TS Financial Group (TSFG)
Illinois
$82K – – –
EPM
1550
Equitec Proprietary Markets
Illinois
$81K +$81K +826 New
60 61
62
63 64