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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 %
Hudson Bay Capital Management
426
Hudson Bay Capital Management
Connecticut
$7.36M -$2.45M -25,000 -25%
CIS
427
Connors Investor Services
Pennsylvania
$7.32M +$108K +1,100 +1%
LSWM
428
Lorne Steinberg Wealth Management
Canada
$7.24M -$107K -1,095 -1%
DADC
429
D.A. Davidson & Co
Montana
$7.24M +$217K +2,211 +3%
Cetera Investment Advisers
430
Cetera Investment Advisers
Illinois
$7.13M -$191K -2,149 -3%
BAMF
431
BI Asset Management Fondsmaeglerselskab
Denmark
$7.13M -$1.95M -19,863 -21%
GAB
432
German American Bancorp
Indiana
$7.08M +$110K +1,125 +2%
NMIMC
433
Northwestern Mutual Investment Management Company
Wisconsin
$7.07M -$114K -1,159 -2%
IMRF
434
Illinois Municipal Retirement Fund
Illinois
$7.06M +$2.66M +27,078 +60%
OHIS
435
Oak Harvest Investment Services
Texas
$7.04M +$458K +4,670 +7%
AI
436
Atria Investments
North Carolina
$6.97M +$1.87M +19,066 +37%
FCBT
437
First Citizens Bank & Trust
North Carolina
$6.97M -$1.12M -11,395 -14%
BA
438
Baugh & Associates
Georgia
$6.89M -$15.2K -155 -0.2%
CCG
439
Ceeto Capital Group
Florida
$6.89M -$1.06M -10,800 -13%
AWM
440
Avitas Wealth Management
California
$6.78M +$132K +1,343 +2%
EFS
441
Essex Financial Services
Connecticut
$6.78M +$5.15M +52,490 +317%
OC
442
Oppenheimer & Co
New York
$6.76M +$557K +5,671 +9%
GCM
443
Gibraltar Capital Management
Oklahoma
$6.71M -$156K -1,593 -2%
OLA
444
Oliver Luxxe Assets
New Jersey
$6.62M -$80.8K -823 -1%
AIP
445
Ameritas Investment Partners
Nebraska
$6.53M +$308K +3,135 +5%
CCA
446
Catalyst Capital Advisors
New York
$6.41M -$388K -3,950 -6%
LS
447
Livforsakringsbolaget Skandia
Sweden
$6.39M -$667K -6,800 -9%
TI
448
Trexquant Investment
Connecticut
$6.37M -$45.6K -465 -0.7%
ACM
449
AlphaCrest Capital Management
New York
$6.33M -$1.18M -11,979 -16%
ISB
450
Iowa State Bank
Iowa
$6.3M +$223K +2,270 +4%
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