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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.

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 %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$319M -$18.7M -190,457 -6%
Millennium Management
52
Millennium Management
New York
$306M -$16.6M -169,197 -5%
AII
53
AGF Investments Inc
Ontario, Canada
$301M +$3.88M +39,549 +1%
Allianz Asset Management
54
Allianz Asset Management
Germany
$292M -$66.4M -675,971 -19%
Prudential Financial
55
Prudential Financial
New Jersey
$288M +$131M +1,334,658 +83%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$283M -$19.2M -195,140 -6%
Nordea Investment Management
57
Nordea Investment Management
Sweden
$281M +$10.9M +110,501 +4%
Citigroup
58
Citigroup
New York
$280M -$9.64M -98,209 -3%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$266M -$3.39M -34,562 -1%
KBC Group
60
KBC Group
Belgium
$262M +$43.7M +444,827 +20%
CCM
61
Cullen Capital Management
New York
$256M -$7.26M -73,932 -3%
Capital International Investors
62
Capital International Investors
California
$256M +$256M +2,605,964 New
EVM
63
Eaton Vance Management
Massachusetts
$249M -$20.9M -212,592 -8%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$241M -$1.73M -17,607 -0.7%
First Trust Advisors
65
First Trust Advisors
Illinois
$240M +$46.4M +472,462 +24%
ATN
66
AMF Tjänstepension
Sweden
$238M +$168K +1,713 +0.1%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$228M -$621K -6,325 -0.3%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$211M +$22.7M +230,765 +12%
FI
69
Focused Investors
California
$201M -$12.7M -129,500 -6%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$199M +$22M +223,845 +12%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$198M -$24.7M -251,270 -11%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$191M +$6.51M +66,371 +4%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$186M +$8.96M +92,933 +5%
National Pension Service
74
National Pension Service
South Korea
$185M -$4.11M -41,903 -2%
AIM
75
Alphinity Investment Management
Australia
$184M +$21.7M +220,943 +13%
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