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 %
LIP
326
Liontrust Investment Partners
United Kingdom
$13.7M +$13.7M +140,000 New
BC
327
Burney Company
Virginia
$13.5M +$98K +998 +0.7%
WSTAM
328
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M +$269K +2,736 +2%
GCA
329
Greenwood Capital Associates
South Carolina
$13.5M +$506K +5,159 +4%
TRCT
330
Tower Research Capital (TRC)
New York
$13.2M +$11.1M +112,932 +536%
TCM
331
Telos Capital Management
California
$13M +$207K +2,107 +2%
CAG
332
Crestwood Advisors Group
Massachusetts
$12.9M +$195K +1,983 +2%
ECG
333
Edge Capital Group
Georgia
$12.9M -$2.73M -27,771 -17%
Wealthfront Advisers
334
Wealthfront Advisers
California
$12.7M +$561K +5,717 +5%
MAM
335
Myriad Asset Management
Hong Kong
$12.6M -$834K -8,500 -6%
MML Investors Services
336
MML Investors Services
Massachusetts
$12.6M +$1.53M +15,578 +14%
ZCM
337
Ziegler Capital Management
Illinois
$12.6M -$685K -6,972 -5%
BPC
338
Banque Pictet & Cie
Switzerland
$12.5M +$6.11M +62,286 +95%
TSW
339
Thompson Siegel & Walmsley
Virginia
$12.5M +$2.64M +26,850 +27%
AAM
340
Advisors Asset Management
Colorado
$12.4M +$2.81M +28,648 +29%
Morgan Stanley
341
Morgan Stanley
New York
$12.4M -$28.9K -294 -0.2%
LG
342
Leuthold Group
Minnesota
$12.3M -$282K -2,870 -2%
Cambridge Investment Research Advisors
343
Cambridge Investment Research Advisors
Iowa
$12.3M +$457K +4,653 +4%
BCM
344
Bornite Capital Management
New York
$12.3M +$12.3M +125,000 New
GPSPJS
345
General Pension Society PZU Joint Stock
Poland
$12.2M – – –
KPCM
346
Kings Point Capital Management
New York
$12.2M +$4.84M +49,347 +66%
Two Sigma Investments
347
Two Sigma Investments
New York
$12.2M -$59.5M -606,376 -83%
B
348
Brightworth
Georgia
$12.1M +$19.3K +197 +0.2%
AMI
349
Amica Mutual Insurance
Rhode Island
$12.1M – – –
BCM
350
BTC Capital Management
Iowa
$12M +$7.46K +76 +0.1%
12 13
14
15 16