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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
1
Ameriprise
Minnesota
$2.32B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.3B
3
State Street
3
State Street
Massachusetts
$12.8B
4
Capital International Investors
4
Capital International Investors
California
$256M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$753M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.47B
2
BlackRock
2
BlackRock
New York
$10.5B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$23.8M
4
GQG Partners
4
GQG Partners
Florida
$440M
5
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$843M -$56.8M -578,927 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$753M +$216M +2,202,072 +40%
Charles Schwab
28
Charles Schwab
California
$688M -$7.7M -78,429 -1%
Franklin Resources
29
Franklin Resources
California
$619M +$135M +1,370,436 +28%
Barclays
30
Barclays
United Kingdom
$580M +$62.9M +640,918 +12%
UBS AM
31
UBS AM
Illinois
$563M -$7.11M -72,384 -1%
Wells Fargo
32
Wells Fargo
California
$550M +$20.7M +211,263 +4%
UBS Group
33
UBS Group
Switzerland
$541M -$3.53M -35,982 -0.6%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$514M -$56.2M -572,320 -10%
PPA
35
Parametric Portfolio Associates
Washington
$498M -$22.3M -227,491 -4%
Capital World Investors
36
Capital World Investors
California
$485M +$1.21M +12,278 +0.2%
LSV Asset Management
37
LSV Asset Management
Illinois
$460M -$21.5M -218,770 -4%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$450M -$17.9M -182,259 -4%
Fidelity International
39
Fidelity International
Bermuda
$443M -$187M -1,902,356 -30%
GQG Partners
40
GQG Partners
Florida
$440M -$329M -3,355,485 -43%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$433M +$23.8M +242,407 +6%
Deutsche Bank
42
Deutsche Bank
Germany
$396M +$24.3M +247,940 +7%
CS
43
Credit Suisse
Switzerland
$395M +$73.4M +748,130 +23%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$383M +$26M +264,685 +7%
Amundi
45
Amundi
France
$377M +$24.3M +238,215 +7%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$367M +$96.4M +982,205 +36%
Principal Financial Group
47
Principal Financial Group
Iowa
$347M -$18.6M -189,985 -5%
Fayez Sarofim & Co
48
Fayez Sarofim & Co
Texas
$335M +$1.11M +11,267 +0.3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$330M -$323K -3,291 -0.1%
Macquarie Group
50
Macquarie Group
Australia
$323M -$43.7M -445,298 -12%
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