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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 %
FT
201
Fiduciary Trust
Massachusetts
$37.3M +$1.11M +11,322 +3%
RG
202
Rathbones Group
United Kingdom
$37.2M +$2.71M +27,600 +8%
AB
203
Amalgamated Bank
New York
$36.9M -$1.21M -12,298 -3%
ASRS
204
Arizona State Retirement System
Arizona
$36.8M -$1.41M -14,352 -4%
BCM
205
Basswood Capital Management
New York
$36.2M – – –
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$36.1M +$22.3M +227,519 +162%
NA
207
NewEdge Advisors
Louisiana
$35.8M +$3.65M +37,234 +11%
TAF
208
Tredje AP-fonden
Sweden
$35.7M -$6.08M -61,894 -15%
SOMRS
209
State of Michigan Retirement System
Michigan
$35.5M -$501K -5,100 -1%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$34.4M -$3.02M -30,774 -8%
DIA
211
Dana Investment Advisors
Wisconsin
$34.2M -$2.02M -20,554 -6%
NIPH
212
NN Investment Partners Holdings
Netherlands
$33.6M -$3.27M -33,294 -9%
UIM
213
USS Investment Management
United Kingdom
$33.6M – – –
FAM
214
Fred Alger Management
New York
$33M -$79.7M -811,972 -71%
CIBC World Market
215
CIBC World Market
Ontario, Canada
$32.7M -$6.44M -65,619 -16%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$32.4M -$11M -111,876 -25%
BSA
217
Braun Stacey Associates
New York
$32.1M +$2.25M +22,885 +8%
JAM
218
Jupiter Asset Management
United Kingdom
$32M +$827K +8,367 +3%
DDPIC
219
Deroy & Devereaux Private Investment Counsel
Michigan
$31.7M -$741K -7,547 -2%
BGIM
220
Brandywine Global Investment Management
Pennsylvania
$31.5M -$323K -3,286 -1%
PI
221
PFS Investments
Georgia
$31.5M -$1M -10,231 -3%
FRAF
222
Första AP-fonden
Sweden
$31.5M +$893K +9,100 +3%
BA
223
Bridgewater Associates
Connecticut
$31.4M -$42.4M -431,488 -57%
MIM
224
MetLife Investment Management
New Jersey
$31.1M -$1.23M -12,508 -4%
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$31.1M -$16.7M -169,875 -35%
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