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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 %
Stifel Financial
101
Stifel Financial
Missouri
$117M -$263K -2,679 -0.2%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$115M +$8.81M +89,785 +8%
Artisan Partners
103
Artisan Partners
Wisconsin
$111M -$34.2M -348,375 -24%
SSM
104
Sound Shore Management
Connecticut
$109M -$634K -6,457 -0.6%
JCM
105
Junto Capital Management
New York
$108M +$37.6M +382,903 +54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
106
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$108M +$78M +794,289 +263%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$108M -$2.51M -25,597 -2%
Truist Financial
108
Truist Financial
North Carolina
$107M +$6.81M +69,391 +7%
DLA
109
Douglas Lane & Associates
New York
$107M -$1.18M -12,047 -1%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$107M -$15.1M -153,835 -12%
Pzena Investment Management
111
Pzena Investment Management
New York
$100M -$72.2M -735,560 -42%
CWM
112
CIBC World Markets
New York
$99.3M +$61.4M +625,724 +162%
CAM
113
Crake Asset Management
United Kingdom
$97.3M +$34.7M +353,023 +55%
Citadel Advisors
114
Citadel Advisors
Florida
$97.1M -$155M -1,579,939 -62%
MIFH
115
Migdal Insurance & Financial Holdings
Israel
$95.6M +$20.2M +206,279 +27%
SIM
116
Sadoff Investment Management
Wisconsin
$94M -$1.81M -18,390 -2%
PAMS
117
Pictet Asset Management (Switzerland)
Switzerland
$92.6M -$1.82M -18,578 -2%
Victory Capital Management
118
Victory Capital Management
Texas
$90.6M -$1.08M -10,999 -1%
PAM
119
Panagora Asset Management
Massachusetts
$88.9M -$8.23M -83,825 -8%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$87.4M -$4.24M -43,224 -5%
Holocene Advisors
121
Holocene Advisors
New York
$87.4M +$87.4M +889,917 New
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$85.1M +$43.1M +439,229 +103%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$85M -$3.46M -35,255 -4%
Ninety One (UK)
124
Ninety One (UK)
United Kingdom
$84.5M -$47.1M -480,241 -36%
Public Sector Pension Investment Board (PSP Investments)
125
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$83.7M -$13.9M -141,620 -14%
3 4
5
6 7