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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
$2.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.3B
3
State Street
State Street
Massachusetts
$12.8B
4
Capital International Investors
Capital International Investors
California
$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$753M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.47B
2
BlackRock
BlackRock
New York
$10.5B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$23.8M
4
GQG Partners
GQG Partners
Florida
$440M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
1701
Castleview Partners
Texas
$300 +$300 +29,448 New
FFG
1702
Ford Financial Group
California
$98 +$98 +1,000 New
RTC
1703
Riverview Trust Company
Washington
$57 – – –
OTPPB
1704
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$270M -2,769,657 Closed
LCM
1705
Laurion Capital Management
New York
– -$57.7M -592,553 Closed
KP
1706
Kiltearn Partners
United Kingdom
– -$47.4M -487,066 Closed
ACI
1707
AMP Capital Investors
Australia
– -$38.1M -390,553 Closed
Select Equity Group
1708
Select Equity Group
New York
– -$36.2M -372,032 Closed
E
1709
Ergoteles
New York
– -$18.8M -193,006 Closed
BCM
1710
Bridgeway Capital Management
Texas
– -$17.3M -177,835 Closed
Twin Tree Management
1711
Twin Tree Management
Texas
– -$17.3M -177,634 Closed
AIM
1712
Artemis Investment Management
United Kingdom
– -$14.5M -149,525 Closed
AIM
1713
Achmea Investment Management
Netherlands
– -$12.5M -128,827 Closed
QT
1714
Quantbot Technologies
New York
– -$10.8M -110,785 Closed
MFS
1715
Mirabella Financial Services
United Kingdom
– -$9.8M -100,674 Closed
CA
1716
Cornerstone Advisors
North Carolina
– -$9.54M -98,000 Closed
Simplex Trading
1717
Simplex Trading
Illinois
– -$8.83M -95,934 Closed
ACM
1718
Atika Capital Management
New York
– -$9.03M -92,800 Closed
TC
1719
TwinBeech Capital
New York
– -$7.2M -73,936 Closed
CF
1720
Copperwynd Financial
Arizona
– -$6.68M -68,666 Closed
EIP
1721
Easterly Investment Partners
Massachusetts
– -$6.36M -65,366 Closed
CCM
1722
Cinctive Capital Management
New York
– -$6.18M -63,475 Closed
EE
1723
EWG Elevate
California
– -$5.48M -56,312 Closed
GCP
1724
GSA Capital Partners
United Kingdom
– -$5.34M -54,900 Closed
Marshall Wace
1725
Marshall Wace
United Kingdom
– -$5.07M -52,112 Closed
67 68
69
70 71