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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
WLPWM
1801
Walled Lake Planning & Wealth Management
Illinois
– -$10K -105 Closed
LWM
1802
Liberty Wealth Management
California
– -$10K -100 Closed
AS
1803
Altshuler Shaham
Israel
– -$7K -76 Closed
HF
1804
Halpern Financial
Virginia
– -$6.52K -67 Closed
RVM
1805
Robinson Value Management
Texas
– -$5K -56 Closed
RTL
1806
Red Tortoise LLC
Georgia
– -$4K -55 Closed
DWMG
1807
DB Wealth Management Group
California
– -$4K -43 Closed
CMBA
1808
C.M. Bidwell & Associates
Hawaii
– -$3K -34 Closed
CI
1809
Cordant Inc
Oregon
– -$3K -26 Closed
GKWIM
1810
Gerber Kawasaki Wealth & Investment Management
California
– -$2K -2 Closed
AWM
1811
Activest Wealth Management
Florida
– +$100 +1 New
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.