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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 %
MLL
226
Moody Lynn & Lieberson
Massachusetts
$30.8M +$419K +4,269 +1%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$30.7M +$767K +7,813 +3%
PA
228
Pinnacle Associates
New York
$30.5M +$2.75M +28,057 +10%
O
229
Ossiam
France
$30.4M -$3.38M -34,399 -10%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$30.3M +$2.25M +22,967 +8%
Axa
231
Axa
France
$29.4M -$437K -4,456 -1%
CCM
232
Chilton Capital Management
Texas
$29.1M +$550K +5,602 +2%
KeyBank National Association
233
KeyBank National Association
Ohio
$28.9M -$357K -3,638 -1%
MAM
234
Mark Asset Management
New York
$28.9M -$102K -1,044 -0.4%
GI
235
GAMCO Investors
Connecticut
$28.2M -$6.11M -62,199 -18%
Baird Financial Group
236
Baird Financial Group
Wisconsin
$27.9M +$16M +162,978 +134%
Osaic Holdings
237
Osaic Holdings
Arizona
$27.9M +$2.6M +26,425 +10%
CIP
238
Chartwell Investment Partners
Pennsylvania
$27.8M -$3.69M -37,558 -12%
ACM
239
Argent Capital Management
Missouri
$26.9M -$281K -2,862 -1%
PMAM
240
Picton Mahoney Asset Management
Ontario, Canada
$26.7M -$698K -7,110 -3%
BG
241
Bollard Group
Massachusetts
$26.5M +$74.9K +763 +0.3%
Handelsbanken Fonder
242
Handelsbanken Fonder
Sweden
$25.4M -$7.45M -75,898 -23%
DILIC
243
Dai-ichi Life Insurance Company
Japan
$25.3M -$551K -5,614 -2%
US Bancorp
244
US Bancorp
Minnesota
$25.1M +$1.9M +19,366 +8%
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$24.3M +$24.3M +247,706 New
CRC
246
Curi RMB Capital
Illinois
$24.3M -$8.05K -82 -0%
HP
247
Hosking Partners
United Kingdom
$24.2M -$461K -4,692 -2%
BCP
248
Blue Chip Partners
Michigan
$24M +$395K +4,028 +2%
Comerica Bank
249
Comerica Bank
Texas
$24M -$824K -8,317 -3%
URS
250
Utah Retirement Systems
Utah
$23.9M -$294K -3,000 -1%
8 9
10
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