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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 %
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$8.75M -$815K -8,300 -9%
HR
402
Howe & Rusling
New York
$8.72M -$2.61M -26,558 -23%
AIMCA
403
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.72M +$344K +3,500 +4%
Verition Fund Management
404
Verition Fund Management
Connecticut
$8.66M +$5.07M +51,668 +141%
ACP
405
Ashfield Capital Partners
California
$8.54M -$22.5K -229 -0.3%
KRS
406
Kentucky Retirement Systems
Kentucky
$8.53M +$71.9K +733 +0.9%
YIA
407
YHB Investment Advisors
Connecticut
$8.44M +$883 +9 +0%
SMG
408
Spectrum Management Group
Indiana
$8.39M -$42.7K -435 -0.5%
MIG
409
McGuire Investment Group
Rhode Island
$8.25M -$239K -2,435 -3%
JWBC
410
J.W. Burns & Co
New York
$8.08M -$23.8K -242 -0.3%
DLCIG
411
D.L. Carlson Investment Group
New Hampshire
$8.02M -$196 -2 -0%
KAS
412
Kestra Advisory Services
Texas
$7.95M +$442K +4,504 +6%
EI
413
Ethic Inc
New York
$7.95M +$1.45M +14,800 +22%
TCM
414
Twin Capital Management
Pennsylvania
$7.89M -$319K -3,250 -4%
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$7.86M +$539K +5,489 +7%
BCM
416
Barometer Capital Management
Ontario, Canada
$7.83M -$9.19M -94,240 -54%
CAL
417
Capital Analysts LLC
Pennsylvania
$7.71M -$79.4K -809 -1%
WIA
418
Westbourne Investment Advisors
Maryland
$7.68M +$63.2K +644 +0.8%
Wolverine Trading
419
Wolverine Trading
Illinois
$7.67M +$1.58M +15,997 +26%
Credit Agricole
420
Credit Agricole
France
$7.6M -$1.1M -11,192 -13%
GI
421
Gradient Investments
Minnesota
$7.56M +$7.25M +73,882 +2,337%
FNBOO
422
First National Bank of Omaha
Nebraska
$7.5M -$457K -4,652 -6%
JWM
423
Jupiter Wealth Management
Colorado
$7.49M -$763K -7,770 -9%
SSA
424
Schonfeld Strategic Advisors
New York
$7.45M +$5.34M +54,413 +254%
SG
425
Swarthmore Group
Pennsylvania
$7.44M -$3.97M -40,442 -35%
15 16
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