Morgan Stanley
1,713 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 642 increasing their positions, 588 reducing their positions, and 97 closing their positions.
154% more first-time investments, than exits
New positions opened: 246 | Existing positions closed: 97
8% more funds holding
Funds holding: 1,585 → 1,713 (+128)
9% more repeat investments, than reductions
Existing positions increased: 642 | Existing positions reduced: 588
0.37% less ownership
Funds ownership: 83.79% → 83.42% (-0.37%)
2% less capital invested
Capital invested by funds: $149B → $146B (-$2.73B)
27% less funds holding in top 10
Funds holding in top 10: 64 → 47 (-17)
54% less call options, than puts
Call options by funds: $2.44B | Put options by funds: $5.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$739M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$370M |
| 3 |
State Street
Boston,
Massachusetts
|
+$270M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$260M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$219M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.82B |
| 2 |
BlackRock
New York
|
-$638M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$486M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$334M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$270M |
MS Hedge Fund Activity: Q4 2021 in Review
1,713 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2021, worth a combined $146B — down 1.8% from $149B a quarter earlier.
Buyers outnumbered sellers: 246 funds opened new MS positions and 97 closed out — a net gain of 149 holders — while 642 added to existing stakes and 588 trimmed.
The largest buyer was Ameriprise, adding an estimated $739M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.82B.
- 1,713 institutional investors held Morgan Stanley (MS) as of Q4 2021, up from 1,585 in Q3 2021.
- Funds reported $146B of Morgan Stanley stock for Q4 2021, down 1.8% quarter-over-quarter.
- 246 funds opened new Morgan Stanley positions in Q4 2021 and 97 closed out, a net change of +149 holders.
- The largest Morgan Stanley buyer in Q4 2021 was Ameriprise, an estimated $739M added.
- The largest Morgan Stanley seller in Q4 2021 was T. Rowe Price Associates, an estimated $2.82B sold.
Based on aggregated 13F filings for Q4 2021.