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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 %
BCI
351
Brinker Capital Investments
Pennsylvania
$11.9M -$1.01M -10,286 -8%
SAM
352
Securian Asset Management
Minnesota
$11.9M -$57.6K -587 -0.5%
AAF
353
Andra AP-fonden
Sweden
$11.9M -$3.77M -38,400 -24%
MPA
354
Marvin & Palmer Associates
Delaware
$11.8M -$1.42M -14,494 -11%
AC
355
Allstate Corporation
Illinois
$11.7M +$8.08M +82,314 +224%
GIM
356
Grassi Investment Management
California
$11.7M – – –
KWILP
357
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.3M -$2.22M -22,569 -16%
Creative Planning
358
Creative Planning
Kansas
$11.2M +$430K +4,381 +4%
Winslow Capital Management
359
Winslow Capital Management
Minnesota
$11M +$5.89M +59,988 +116%
ATC
360
Argent Trust Co
Tennessee
$10.9M -$269K -2,736 -2%
DJSG
361
D.J. St. Germain
Massachusetts
$10.8M +$310K +3,159 +3%
DCM
362
Dupont Capital Management
Delaware
$10.8M -$3.82M -38,955 -26%
DGAM
363
Desjardins Global Asset Management
Quebec, Canada
$10.7M +$10.7M +108,803 New
SCM
364
Shelton Capital Management
Colorado
$10.7M -$1.01M -10,312 -9%
CCM
365
Coldstream Capital Management
Washington
$10.6M +$9.63M +98,149 +989%
CAC
366
Core Alternative Capital
Georgia
$10.5M -$219K -2,243 -2%
CM
367
Crestline Management
Texas
$10.3M +$10.3M +105,000 New
BS
368
Banco Santander
Spain
$10.3M +$1.94M +19,798 +23%
EDRH
369
Edmond de Rothschild Holding
Switzerland
$10.2M +$615K +6,266 +6%
IC
370
IEQ Capital
California
$10.1M +$2.06M +21,022 +26%
EMPI
371
Elo Mutual Pension Insurance
Finland
$10.1M +$559K +5,698 +6%
MSRPS
372
Maryland State Retirement & Pension System
Maryland
$10.1M -$98.7K -1,006 -1%
FLPIM
373
F.L. Putnam Investment Management
Massachusetts
$10M +$77.7K +792 +0.8%
M
374
MOTCO
Texas
$9.89M -$264K -2,687 -3%
LBC
375
Lowe Brockenbrough & Co
Virginia
$9.86M -$3.59M -36,533 -27%
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