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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 %
I
1751
INVST
Indiana
– -$423K -4,346 Closed
ONGA
1752
O'Neil Global Advisors
California
– -$420K -4,318 Closed
PFA
1753
Pinnacle Family Advisors
Missouri
– -$361K -3,707 Closed
JFL
1754
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$360K -3,700 Closed
MA
1755
MCF Advisors
Kentucky
– -$356K -3,661 Closed
TA
1756
Tiedemann Advisors
New York
– -$352K -3,621 Closed
YCMGA
1757
York Capital Management Global Advisors
New York
– -$342K -3,513 Closed
Financial Engines Advisors
1758
Financial Engines Advisors
California
– -$327K -3,367 Closed
AI
1759
ArchPoint Investors
Florida
– -$322K -3,311 Closed
VA
1760
Valmark Advisers
Ohio
– -$294K -3,024 Closed
GTAM
1761
Global Trust Asset Management
Florida
– -$282K -2,900 Closed
HIS
1762
Harvest Investment Services
Illinois
– -$272K -2,802 Closed
HWMG
1763
Hurlow Wealth Management Group
Indiana
– -$265K -2,725 Closed
HWM
1764
Hemington Wealth Management
Virginia
– -$260K -2,676 Closed
RPSA
1765
Richard P. Slaughter Associates
Texas
– -$247K -2,539 Closed
CAI
1766
Capital Advisors Inc
Oklahoma
– -$239K -2,456 Closed
MC
1767
Machina Capital
France
– -$234K -2,400 Closed
CMI
1768
Clare Market Investments
Texas
– -$221K -2,269 Closed
RSWM
1769
Robertson Stephens Wealth Management
California
– -$216K -2,229 Closed
CA
1770
Calton & Associates
Florida
– -$214K -2,200 Closed
CIM
1771
Cambria Investment Management
California
– -$213K -2,194 Closed
MCM
1772
Monument Capital Management
Virginia
– -$210K -2,157 Closed
NL
1773
NWAM LLC
Washington
– -$203K -2,087 Closed
IWN
1774
Independent Wealth Network
Iowa
– -$213K -2,074 Closed
GRP
1775
Global Retirement Partners
California
– -$160K -1,640 Closed
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