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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 %
FRA
1651
Front Row Advisors
California
$12K – – –
AWM
1652
Atticus Wealth Management
Florida
$12K +$12K +126 New
LF
1653
Lee Financial
Texas
$11K +$11K +113 New
SQA
1654
Simon Quick Advisors
New Jersey
$10K -$765K -7,806 -99%
ODG
1655
O'Dell Group
Ohio
$10K – – –
LWA
1656
Lowe Wealth Advisors
Maryland
$10K – – –
GCM
1657
Gables Capital Management
Florida
$10K – – –
LWANC
1658
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
AW
1659
Avion Wealth
Texas
$10K – – –
CP
1660
Corbenic Partners
Pennsylvania
$10K +$2.89K +28 +41%
TIM
1661
Tortoise Investment Management
New York
$10K +$10K +100 New
GIA
1662
Goodwin Investment Advisory
Georgia
$10K +$10K +100 New
ACM
1663
Aquatic Capital Management
Illinois
$10K +$10K +100 New
RI
1664
Rinkey Investments
California
$10K +$10K +100 New
FFWM
1665
Future Financial Wealth Management
Ohio
$10K +$10K +100 New
PCA
1666
Providence Capital Advisors
North Carolina
$10K +$10K +102 New
ST
1667
Sageworth Trust
Pennsylvania
$9K -$30.2K -305 -77%
CTB
1668
Country Trust Bank
Illinois
$9K -$692 -7 -7%
AA
1669
Ancora Advisors
Ohio
$9K – – –
BWP
1670
Baldwin Wealth Partners
Massachusetts
$9K – – –
TF
1671
TimeScale Financial
Massachusetts
$8K – – –
FCT
1672
First Community Trust
Iowa
$7.17K +$7.17K +73 New
KFP
1673
KB Financial Partners
New Jersey
$7K +$7K +72 New
KCM
1674
KRS Capital Management
Michigan
$6K +$6K +65 New
VRS
1675
Virginia Retirement Systems
Virginia
$5.7K +$2.51K +25,600 +79%
65 66
67
68 69