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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 %
EGM
1726
Engineers Gate Manager
New York
– -$4.94M -50,765 Closed
CA
1727
CastleArk Alternatives
Illinois
– -$3.82M -39,200 Closed
BC
1728
Brookfield Corp
Ontario, Canada
– -$3.77M -38,780 Closed
CM
1729
Capula Management
Cayman Islands
– -$3.32M -34,070 Closed
IUHSA
1730
Itau Unibanco Holding S.A.
Brazil
– -$2.92M -30,000 Closed
TA
1731
Townsend & Associates
Colorado
– -$2.3M -23,635 Closed
XT
1732
XTX Topco
Cayman Islands
– -$2.28M -23,462 Closed
IG
1733
Inherent Group
New York
– -$2.06M -21,157 Closed
CMTU
1734
Capital Markets Trading (UK)
United Kingdom
– -$1.87M -18,798 Closed
TCM
1735
Teza Capital Management
Illinois
– -$1.77M -18,169 Closed
MP
1736
McDonald Partners
Ohio
– -$1.43M -14,678 Closed
Wealth Enhancement Advisory Services
1737
Wealth Enhancement Advisory Services
Minnesota
– -$1.4M -13,507 Closed
5L
1738
55I LLC
Massachusetts
– -$1.28M -13,116 Closed
MSCM
1739
McElhenny Sheffield Capital Management
Texas
– -$1.28M -13,100 Closed
SM
1740
SG3 Management
Puerto Rico
– -$1.17M -12,000 Closed
Capital Fund Management (CFM)
1741
Capital Fund Management (CFM)
France
– -$1.14M -11,710 Closed
UONDDL
1742
University of Notre Dame du Lac
Indiana
– -$1.08M -11,080 Closed
Two Sigma Advisers
1743
Two Sigma Advisers
New York
– -$922K -9,474 Closed
HPC
1744
Hobart Private Capital
North Carolina
– -$890K -9,141 Closed
SAM
1745
Strategy Asset Managers
California
– -$877K -9,010 Closed
QT
1746
Quantamental Technologies
New York
– -$696K -7,154 Closed
EA
1747
Emerald Advisors
Washington
– -$666K -6,840 Closed
SLT
1748
St Louis Trust
Missouri
– -$594K -6,103 Closed
Q
1749
QVR
California
– -$461K -4,741 Closed
OQS
1750
Occudo Quantitative Strategies
Florida
– -$436K -4,477 Closed
68 69
70
71 72