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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 %
WG
751
Winton Group
United Kingdom
$1.5M +$1.5M +15,280 New
RA
752
Rational Advisors
New York
$1.49M +$403K +4,104 +37%
AIM
753
Allen Investment Management
New York
$1.48M +$1.06M +10,804 +252%
CMANY
754
Capital Management Associates (New York)
New York
$1.47M – – –
BBA
755
Baader Bank Aktiengesellschaft
Germany
$1.47M +$1.47M +15,000 New
DM
756
Delphi Management
Massachusetts
$1.47M +$91.1K +928 +7%
WS
757
Wedbush Securities
California
$1.46M +$33.8K +344 +2%
DI
758
Diligent Investors
California
$1.46M -$39K -397 -3%
ZIG
759
Zullo Investment Group
Pennsylvania
$1.46M +$1.46M +14,874 New
CF
760
Centaurus Financial
California
$1.46M -$11.7K -119 -0.8%
RIM
761
Redwood Investment Management
Arizona
$1.46M +$1.16M +11,800 +387%
AIS
762
AM Investment Strategies
Tennessee
$1.45M +$8.73K +89 +0.6%
AFS
763
Aft Forsyth & Sober
Florida
$1.44M – – –
KA
764
Kintegral Advisory
New York
$1.44M – – –
DWM
765
Dakota Wealth Management
Florida
$1.44M +$48.8K +497 +4%
SRAM
766
Spouting Rock Asset Management
Pennsylvania
$1.44M -$1.33M -13,575 -48%
Boston Partners
767
Boston Partners
Massachusetts
$1.43M -$232K -2,367 -14%
CI
768
Conning Inc
Connecticut
$1.43M -$30K -306 -2%
ARMT
769
Amica Retiree Medical Trust
Rhode Island
$1.42M – – –
PCM
770
Parsons Capital Management
Rhode Island
$1.42M +$31.4K +320 +2%
MAM
771
Mystic Asset Management
Rhode Island
$1.41M +$1.41M +14,390 New
BPA
772
Beacon Pointe Advisors
California
$1.41M -$240K -2,443 -15%
CCA
773
Checchi Capital Advisers
California
$1.4M +$17.1K +174 +1%
AJ
774
Ashburton (Jersey)
Jersey
$1.4M +$52.3K +533 +4%
ST
775
Somerset Trust
Pennsylvania
$1.4M +$29.3K +299 +2%
29 30
31
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