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 %
Brown Advisory
376
Brown Advisory
Maryland
$9.8M +$1.45M +14,740 +17%
MA
377
Montag & Associates
Georgia
$9.78M -$186K -1,898 -2%
FNBT
378
FineMark National Bank & Trust
Florida
$9.68M +$299K +3,051 +3%
SSG
379
Summit Securities Group
New York
$9.55M +$1.9M +19,349 +25%
Squarepoint
380
Squarepoint
New York
$9.47M -$4.12M -41,953 -30%
KOCAA
381
Knights of Columbus Asset Advisors
Connecticut
$9.43M +$8.63M +87,954 +1,084%
AP
382
Appleton Partners
Massachusetts
$9.39M +$1.64M +16,662 +21%
HC
383
Hourglass Capital
Texas
$9.39M -$4.45M -45,374 -32%
DY
384
Dowling & Yahnke
California
$9.27M -$174K -1,772 -2%
BCM
385
Becker Capital Management
Oregon
$9.23M -$1.2M -12,188 -11%
Nomura Holdings
386
Nomura Holdings
Japan
$9.15M +$1.05M +11,424 +13%
LFM
387
LGT Fund Management
Liechtenstein
$9.13M +$9.13M +93,000 New
NIP
388
Nicholas Investment Partners
California
$9.08M +$245K +2,500 +3%
WPIC
389
White Pine Investment Company
Michigan
$9.05M -$389K -3,960 -4%
TC
390
Telemus Capital
Michigan
$9.04M -$15.4K -157 -0.2%
AAIM
391
American Assets Investment Management
California
$9.03M – – –
PSUF
392
People's United Financial
Connecticut
$9.02M -$992K -10,101 -10%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$8.98M -$16.9M -172,661 -65%
PI
394
PEAK6 Investments
Illinois
$8.93M +$8.93M +90,955 New
LSERS
395
Louisiana State Employees Retirement System
Louisiana
$8.83M -$88.3K -900 -1%
Federated Hermes
396
Federated Hermes
Pennsylvania
$8.82M -$35.5M -361,189 -80%
SMDAM
397
Sumitomo Mitsui DS Asset Management
Japan
$8.8M +$241K +2,458 +3%
PFS
398
Prospera Financial Services
Texas
$8.8M +$152K +1,553 +2%
PP
399
Paloma Partners
Connecticut
$8.77M +$8.77M +89,366 New
Pacer Advisors
400
Pacer Advisors
Pennsylvania
$8.77M +$727K +7,410 +9%
14 15
16
17 18