MS icon

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 %
HIMC
251
Heritage Investors Management Corp
Maryland
$23.9M -$176K -1,789 -0.7%
1832 Asset Management
252
1832 Asset Management
Ontario, Canada
$23.8M -$487M -4,877,977 -95%
BCIM
253
British Columbia Investment Management
British Columbia, Canada
$23.6M -$1.72M -17,477 -7%
TBC
254
Tweedy, Browne Co
Connecticut
$23.3M – – –
CC
255
Carlson Capital
Texas
$23M +$23M +234,300 New
RJFSA
256
Raymond James Financial Services Advisors
Florida
$23M +$4.76M +48,533 +26%
YCM
257
Yousif Capital Management
Michigan
$22.9M +$22.9M +233,163 New
Diamond Hill Capital Management
258
Diamond Hill Capital Management
Ohio
$22.9M -$16.8M -171,192 -42%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$22.8M -$1.03M -10,525 -4%
VWM
260
Valley Wealth Managers
New Jersey
$22.5M -$791K -8,055 -3%
GIBU
261
Gulf International Bank (UK)
United Kingdom
$22.5M -$4.51M -45,917 -17%
Connor, Clark & Lunn Investment Management (CC&L)
262
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.5M +$15.4M +157,270 +220%
LCP
263
LGT Capital Partners
Switzerland
$22.3M +$676K +6,890 +3%
GC
264
Guggenheim Capital
Illinois
$22.3M +$1M +10,207 +5%
SOADOR
265
State of Alaska Department of Revenue
Alaska
$21.9M -$1.42M -14,510 -6%
TF
266
TIAA FSB
Florida
$21.7M -$372K -3,794 -2%
WB
267
WesBanco Bank
West Virginia
$21.7M +$46.1K +470 +0.2%
MOACM
268
Mutual of America Capital Management
New York
$21.6M -$378K -3,849 -2%
BIAS
269
Beacon Investment Advisory Services
New Jersey
$21.5M +$3.61M +36,741 +20%
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
$21.2M -$5.06M -51,568 -19%
CGH
271
Crossmark Global Holdings
Texas
$21.1M +$4.91M +50,031 +30%
MSL
272
Mackay Shields LLC
New York
$21M -$833K -8,491 -4%
JPMIA
273
J.P. Marvel Investment Advisors
Massachusetts
$20.7M -$42.5K -433 -0.2%
NO
274
Ninety One
South Africa
$20.6M +$16M +162,223 +348%
MCM
275
Maple Capital Management
Vermont
$20.4M +$1.8M +18,366 +10%
9 10
11
12 13