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Morgan Stanley
MS

Overview Fund Activity

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$506M
2
Morgan Stanley
Morgan Stanley
New York
+$364M
3
Capital International Investors
Capital International Investors
California
+$149M
4
Franklin Resources
Franklin Resources
California
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$589M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$541M
3
BlackRock
BlackRock
New York
-$436M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$259M
5
Bessemer Group
Bessemer Group
New Jersey
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$16.7M -$10.3M -135,456 -38%
DZ Bank
252
DZ Bank
Germany
$16.6M +$10.1M +132,452 +156%
SOADOR
253
State of Alaska Department of Revenue
Alaska
$16.5M +$302K +3,975 +2%
VWM
254
Valley Wealth Managers
New Jersey
$16.4M +$358K +4,707 +2%
Vontobel Holding
255
Vontobel Holding
Switzerland
$16.4M +$622K +7,955 +4%
Loomis, Sayles & Company
256
Loomis, Sayles & Company
Massachusetts
$16.4M -$9.73M -127,991 -37%
ADEF
257
Adams Diversified Equity Fund
Maryland
$16.3M +$4.12M +54,200 +34%
MAM
258
Mark Asset Management
New York
$16M -$326K -4,292 -2%
JPMIA
259
J.P. Marvel Investment Advisors
Massachusetts
$15.8M -$59.6K -783 -0.4%
B
260
Bailard
California
$15.8M +$2.2M +28,888 +16%
IMPI
261
Ilmarinen Mutual Pension Insurance
Finland
$15.6M – – –
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.5M +$1.07M +14,079 +7%
Diamond Hill Capital Management
263
Diamond Hill Capital Management
Ohio
$15.4M – – –
HP
264
Hosking Partners
United Kingdom
$15.4M -$2.96M -38,959 -16%
KWILP
265
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.1M +$1.33M +17,433 +10%
LCM
266
LVM Capital Management
Michigan
$15.1M +$844K +11,094 +6%
EARNEST Partners
267
EARNEST Partners
Georgia
$15M +$398K +5,232 +3%
GC
268
Guggenheim Capital
Illinois
$14.8M -$5.11M -67,114 -26%
AHB
269
Abner Herrman & Brock
New Jersey
$14.6M -$1M -13,177 -6%
TFM
270
TPI Fund Managers
United Kingdom
$14.4M -$402K -5,280 -3%
MAA
271
Matrix Asset Advisors
New York
$14.3M +$2.46M +32,335 +21%
TPSF
272
Texas Permanent School Fund
Texas
$14M +$38.6K +508 +0.3%
BIM
273
Bridgecreek Investment Management
Oklahoma
$14M -$146K -1,925 -1%
SSA
274
Schonfeld Strategic Advisors
New York
$13.8M +$13.5M +177,362 +4,794%
PHAM
275
Pacific Heights Asset Management
California
$13.7M +$761K +10,000 +6%
9 10
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