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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 %
CBT
1551
CoreFirst Bank & Trust
Kansas
$80K – – –
CC
1552
Corsicana & Co
Texas
$79K – – –
PCC
1553
Park Circle Company
Maryland
$79K – – –
BDWM
1554
Brewin Dolphin Wealth Management
Ireland
$79K – – –
RA
1555
Rise Advisors
New York
$78.1K +$78.1K +796 New
GAM
1556
Gemmer Asset Management
California
$77K – – –
SA
1557
SRH Advisors
Kansas
$75K +$395 +4 +0.5%
TWA
1558
TCI Wealth Advisors
Arizona
$74K – – –
AIM
1559
AHL Investment Management
Florida
$74K +$74K +750 New
TLCM
1560
Twin Lakes Capital Management
California
$71K – – –
BIA
1561
Bell Investment Advisors
California
$70K +$7K +71 +11%
SGAM
1562
Smith Group Asset Management
Texas
$68K +$21.5K +218 +46%
HDIM
1563
Hanson & Doremus Investment Management
Vermont
$68K +$36.7K +375 +118%
HWA
1564
HHM Wealth Advisors
Tennessee
$67K – – –
SWA
1565
SOA Wealth Advisors
New York
$67K +$196 +2 +0.3%
CFD
1566
Creative Financial Designs
Indiana
$65K -$3.82K -39 -6%
CHA
1567
Carmichael Hill & Associates
Maryland
$65K – – –
ECM
1568
Estabrook Capital Management
New York
$63.8K +$4.91K +50 +8%
WFS
1569
Widmann Financial Services
Maryland
$62K +$62K +637 New
FFC
1570
First Financial Corp
Indiana
$61K – – –
LFASL
1571
Lugano Financial Advisors SA (LFA)
Switzerland
$61K – – –
TCWA
1572
Ten Capital Wealth Advisors
Washington
$61K +$14.7K +150 +32%
VCM
1573
Vigilant Capital Management
Maine
$60K – – –
RE
1574
RBC Europe
United Kingdom
$59K -$1.95M -19,938 -97%
AWM
1575
AllSquare Wealth Management
New York
$59K -$9.67K -98 -14%
61 62
63
64 65