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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $129B invested in Morgan Stanley in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 674 increasing their positions, 609 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
-44
Holders Change %
-2.59%
% of All Funds
26.24%
Holding in Top 10
31
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-34.04%
% of All Funds
0.49%
New
140
Increased
674
Reduced
609
Closed
163
Calls
$2.11B
Puts
$3.38B
Net Calls
-$1.28B
Net Calls Change
+$1.54B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.59B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.17B
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$452M
4
Bank of America
Bank of America
North Carolina
+$263M
5
Goldman Sachs
Goldman Sachs
New York
+$230M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$818M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$747M
3
BlackRock
BlackRock
New York
-$605M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$519M
5
Ameriprise
Ameriprise
Minnesota
-$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCP
251
LGT Capital Partners
Switzerland
$20.2M +$311K +3,560 +2%
YCM
252
Yousif Capital Management
Michigan
$20.1M -$309K -3,534 -2%
PR
253
Payden & Rygel
California
$19.9M -$18.8M -215,100 -49%
TBC
254
Tweedy, Browne Co
Connecticut
$19.8M -$1M -11,445 -5%
BIAS
255
Beacon Investment Advisory Services
New Jersey
$19.7M +$542K +6,198 +3%
CGH
256
Crossmark Global Holdings
Texas
$19.7M +$931K +10,653 +5%
WB
257
WesBanco Bank
West Virginia
$19.4M +$105K +1,202 +0.5%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$19.4M -$907K -10,382 -4%
MOACM
259
Mutual of America Capital Management
New York
$19.2M -$34.3K -393 -0.2%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$19.1M +$2.25M +25,773 +13%
II
261
IFM Investors
Australia
$19M +$2.66M +30,462 +16%
MCM
262
Maple Capital Management
Vermont
$19M +$773K +8,847 +4%
MAM
263
Mark Asset Management
New York
$18.8M -$6.93M -79,306 -27%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$18.8M -$1.22M -14,000 -6%
William Blair & Company
265
William Blair & Company
Illinois
$18.7M +$2.29M +26,193 +14%
SOADOR
266
State of Alaska Department of Revenue
Alaska
$18.7M -$808K -9,245 -4%
TRCT
267
Tower Research Capital (TRC)
New York
$18.5M +$6.83M +78,202 +58%
VWM
268
Valley Wealth Managers
New Jersey
$18.4M -$1.58M -18,106 -8%
JPMIA
269
J.P. Marvel Investment Advisors
Massachusetts
$18.3M -$156K -1,790 -0.8%
TF
270
TIAA FSB
Florida
$18.3M -$1.05M -12,033 -5%
Vontobel Holding
271
Vontobel Holding
Switzerland
$18.2M +$567K +6,282 +3%
BCIM
272
British Columbia Investment Management
British Columbia, Canada
$18.2M -$2.85M -32,562 -14%
CSS
273
Cubist Systematic Strategies
Connecticut
$18.1M +$5.5M +62,905 +44%
Capstone Investment Advisors
274
Capstone Investment Advisors
New York
$18.1M +$16.6M +190,312 +1,161%
Mirae Asset Global Investments
275
Mirae Asset Global Investments
South Korea
$18M +$2.84M +32,513 +19%
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