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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
+$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 %
PAI
301
Pittenger & Anderson Inc
Nebraska
$16.2M +$144K +1,463 +0.9%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$16.1M +$439K +4,476 +3%
BMSSC
303
B. Metzler seel. Sohn & Co
Germany
$16M +$1.88M +18,994 +13%
MLICM
304
Metropolitan Life Insurance Company (MetLife)
New York
$15.8M -$887K -9,039 -5%
PHAM
305
Pacific Heights Asset Management
California
$15.7M – – –
Acadian Asset Management
306
Acadian Asset Management
Massachusetts
$15.6M +$3.5M +35,616 +29%
Parallax Volatility Advisers
307
Parallax Volatility Advisers
California
$15.4M +$215K +2,193 +1%
MAA
308
Matrix Asset Advisors
New York
$15.3M -$92.7K -944 -0.6%
SIA
309
Sit Investment Associates
Minnesota
$15.3M +$282K +2,875 +2%
WBC
310
Westpac Banking Corp
Australia
$15.2M -$6.72M -68,451 -31%
GL
311
Gemsstock Ltd
United Kingdom
$15.1M +$7.76M +79,100 +105%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$15M +$915K +9,318 +6%
EAM
313
Erste Asset Management
Austria
$15M -$94.8K -960 -0.6%
SC
314
Scotia Capital
Ontario, Canada
$15M +$2.9M +29,570 +24%
Tudor Investment Corp
315
Tudor Investment Corp
Connecticut
$14.9M +$10M +102,327 +205%
NAM
316
Nissay Asset Management
Japan
$14.8M -$36.3K -370 -0.2%
GW
317
GW & Wade
Massachusetts
$14.8M -$56K -570 -0.4%
SAM
318
Socorro Asset Management
Texas
$14.6M +$883K +9,000 +6%
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$14.4M +$3.28M +33,385 +30%
NWM
320
Nicola Wealth Management
British Columbia, Canada
$14.3M – – –
RC
321
RegentAtlantic Capital
New Jersey
$14.3M -$312K -3,178 -2%
CSS
322
Cubist Systematic Strategies
Connecticut
$14.2M -$11.4M -115,693 -44%
GC
323
Gratus Capital
Georgia
$13.9M +$487K +4,957 +4%
BF
324
BOK Financial
Oklahoma
$13.8M +$621K +6,326 +5%
BOTW
325
Bank of the West
California
$13.8M +$401K +4,081 +3%
11 12
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