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Morgan Stanley
MS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,713
Holders Change
+128
Holders Change %
+8.08%
% of All Funds
26.36%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.72%
New
246
Increased
642
Reduced
588
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$739M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$370M
3
State Street
State Street
Massachusetts
+$270M
4
Capital International Investors
Capital International Investors
California
+$260M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$219M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.82B
2
BlackRock
BlackRock
New York
-$638M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$486M
4
GQG Partners
GQG Partners
Florida
-$334M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1751
SG3 Management
Puerto Rico
– -$1.17M -12,000 Closed
Capital Fund Management (CFM)
1752
Capital Fund Management (CFM)
France
– -$1.17M -11,710 Closed
UONDDL
1753
University of Notre Dame du Lac
Indiana
– -$1.08M -11,080 Closed
Two Sigma Advisers
1754
Two Sigma Advisers
New York
– -$922K -9,474 Closed
HPC
1755
Hobart Private Capital
North Carolina
– -$890K -9,141 Closed
SAM
1756
Strategy Asset Managers
California
– -$877K -9,010 Closed
QT
1757
Quantamental Technologies
New York
– -$696K -7,154 Closed
EA
1758
Emerald Advisors
Washington
– -$666K -6,840 Closed
SLT
1759
St Louis Trust
Missouri
– -$594K -6,103 Closed
Q
1760
QVR
California
– -$461K -4,741 Closed
OQS
1761
Occudo Quantitative Strategies
Florida
– -$436K -4,477 Closed
I
1762
INVST
Indiana
– -$423K -4,346 Closed
ONGA
1763
O'Neil Global Advisors
California
– -$420K -4,318 Closed
PFA
1764
Pinnacle Family Advisors
Missouri
– -$361K -3,707 Closed
JFL
1765
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$360K -3,700 Closed
MA
1766
MCF Advisors
Kentucky
– -$356K -3,661 Closed
TA
1767
Tiedemann Advisors
New York
– -$352K -3,621 Closed
YCMGA
1768
York Capital Management Global Advisors
New York
– -$342K -3,513 Closed
Financial Engines Advisors
1769
Financial Engines Advisors
California
– -$327K -3,367 Closed
AI
1770
ArchPoint Investors
Florida
– -$322K -3,311 Closed
VA
1771
Valmark Advisers
Ohio
– -$294K -3,024 Closed
GTAM
1772
Global Trust Asset Management
Florida
– -$282K -2,900 Closed
HIS
1773
Harvest Investment Services
Illinois
– -$272K -2,802 Closed
HWMG
1774
Hurlow Wealth Management Group
Indiana
– -$265K -2,725 Closed
HWM
1775
Hemington Wealth Management
Virginia
– -$260K -2,676 Closed
69 70
71
72 73

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.