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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 %
Aristotle Capital Management
126
Aristotle Capital Management
California
$81.6M – – –
RC
127
RBF Capital
California
$79.6M – – –
VOYA Investment Management
128
VOYA Investment Management
Georgia
$79.5M +$20M +203,953 +34%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$78.6M -$2.03M -20,650 -3%
ZIG
130
Zurich Insurance Group
Switzerland
$77.6M -$33.7M -343,352 -30%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$77.6M +$2.75M +28,042 +4%
Calamos Advisors
132
Calamos Advisors
Illinois
$77.4M -$11.5M -117,183 -13%
FFM
133
Fullerton Fund Management
Singapore
$76.8M +$12.1M +123,281 +19%
FMI
134
Factory Mutual Insurance
Massachusetts
$76.4M -$39.4M -414,298 -34%
Voloridge Investment Management
135
Voloridge Investment Management
Florida
$75.4M +$35.1M +357,790 +87%
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$72.7M -$7.39M -75,310 -9%
CCMG
137
Clark Capital Management Group
Pennsylvania
$72.7M -$17.2M -175,071 -19%
N
138
Natixis
France
$72.7M +$56.1M +571,036 +338%
Jane Street
139
Jane Street
New York
$71.8M +$60.4M +615,333 +528%
Swedbank
140
Swedbank
Sweden
$69.7M -$3.68M -37,207 -5%
CI
141
Clal Insurance
Israel
$69.6M -$245K -2,500 -0.4%
Rafferty Asset Management
142
Rafferty Asset Management
New York
$69.4M +$5.17M +52,697 +8%
CA
143
Capitolis Advisors
New York
$69.4M +$7.53M +76,699 +12%
ClearBridge Investments
144
ClearBridge Investments
New York
$68.3M -$825K -8,400 -1%
CPC
145
Cookson Peirce & Co
Pennsylvania
$67.3M -$888K -9,045 -1%
Skandinaviska Enskilda Banken (SEB)
146
Skandinaviska Enskilda Banken (SEB)
Sweden
$66.5M -$4.03M -40,738 -6%
Asset Management One
147
Asset Management One
Japan
$66.1M -$2.94M -29,805 -4%
CS
148
Candriam SCA
Luxembourg
$63.1M +$16.1M +164,503 +34%
LPL Financial
149
LPL Financial
California
$63M +$5.45M +55,533 +9%
TG
150
TCW Group
California
$62.6M +$11.6M +118,130 +23%
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