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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
$2.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.3B
3
State Street
State Street
Massachusetts
$12.8B
4
Capital International Investors
Capital International Investors
California
$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$753M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.47B
2
BlackRock
BlackRock
New York
$10.5B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$23.8M
4
GQG Partners
GQG Partners
Florida
$440M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
1601
Kelly Financial Services
Massachusetts
$37.4K +$98 +1 +0.3%
LFG
1602
Larson Financial Group
Missouri
$37K -$27.8K -284 -43%
GM
1603
GeoWealth Management
Illinois
$37K +$10.1K +103 +37%
C
1604
Covestor
United Kingdom
$37K +$37K +375 New
BA
1605
Bellwether Advisors
Nebraska
$37K +$37K +382 New
HIM
1606
Hillsdale Investment Management
Ontario, Canada
$35K – – –
TFS
1607
TrustCore Financial Services
Tennessee
$33K – – –
JMF
1608
Johnson Midwest Financial
Iowa
$32K – – –
ACM
1609
AUA Capital Management
Pennsylvania
$31K – – –
CPA
1610
Cowen Prime Advisors
New York
$31K – – –
MCM
1611
MV Capital Management
Maryland
$30K – – –
PCM
1612
Penserra Capital Management
California
$30K +$588 +6 +2%
ICM
1613
Islay Capital Management
Texas
$29K – – –
MCM
1614
Manchester Capital Management
Vermont
$29K – – –
STCOSD
1615
Sageworth Trust Company of South Dakota
South Dakota
$29K +$29K +300 New
MCA
1616
Maryland Capital Advisors
Maryland
$29K +$29K +300 New
SIC
1617
SJS Investment Consulting
Ohio
$29K +$29K +300 New
TSWM
1618
Tyler-Stone Wealth Management
Ohio
$29K +$29K +300 New
VAM
1619
Vienna Asset Management
California
$29K +$29K +300 New
WPWM
1620
Western Pacific Wealth Management
Illinois
$29K +$29K +300 New
S
1621
Surevest
California
$29K +$29K +300 New
PP
1622
Pacifica Partners
Canada
$28K – – –
SC
1623
Seldon Capital
California
$28K +$28K +282 New
M1FG
1624
Mach-1 Financial Group
Arkansas
$28K +$28K +288 New
COCM
1625
Charter Oak Capital Management
New Hampshire
$27K – – –
63 64
65
66 67