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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 %
SP
576
Symmetry Partners
Connecticut
$3.27M -$104K -1,058 -3%
IMC Chicago
577
IMC Chicago
Illinois
$3.27M +$2.05M +20,933 +170%
WJWM
578
Williams Jones Wealth Management
New York
$3.26M +$82K +835 +3%
CK
579
Cohen Klingenstein
New York
$3.25M – – –
HCM
580
Helios Capital Management
Singapore
$3.24M +$3.24M +33,000 New
VMPIC
581
Varma Mutual Pension Insurance Co
Finland
$3.23M – – –
Lido Advisors
582
Lido Advisors
California
$3.23M +$1.91M +19,499 +146%
RIM
583
Redpoint Investment Management
Australia
$3.22M -$133K -1,351 -4%
PWMG
584
Pinnacle Wealth Management Group
Michigan
$3.19M +$44.2K +450 +1%
DA
585
Duality Advisers
Florida
$3.18M -$4.58M -46,663 -59%
RJT
586
Raymond James Trust
Florida
$3.18M +$369K +3,757 +13%
DAS
587
Dynamic Advisor Solutions
Arizona
$3.17M +$81.8K +833 +3%
CI
588
Cigna Investments
Connecticut
$3.13M -$1.2M -12,192 -28%
VLKIM
589
Van Lanschot Kempen Investment Management
Netherlands
$3.09M -$78.6K -801 -2%
CG
590
Cutler Group
California
$3.09M +$1.35M +13,731 +77%
DAM
591
Deltec Asset Management
New York
$3.06M +$1M +10,200 +49%
LD
592
Lipe & Dalton
New York
$3.06M -$110K -1,123 -3%
MYAM
593
Meiji Yasuda Asset Management
Japan
$3.06M +$128K +1,307 +4%
Los Angeles Capital Management
594
Los Angeles Capital Management
California
$3M -$988K -10,060 -25%
FM
595
Foster & Motley
Ohio
$2.95M -$5.01K -51 -0.2%
MCM
596
Maltese Capital Management
New York
$2.95M -$982K -10,000 -25%
GFA
597
Gifford Fong Associates
California
$2.95M – – –
ANI
598
American National Insurance
Texas
$2.94M -$14.8M -150,340 -83%
SFS
599
Sowell Financial Services
Arkansas
$2.94M +$67.9K +692 +2%
MYLI
600
Meiji Yasuda Life Insurance
Japan
$2.93M -$390K -3,971 -12%
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