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Morgan Stanley
MS

Overview Fund Activity

1,573 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 632 increasing their positions, 604 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.5%
New
107
Increased
632
Reduced
604
Closed
106
Calls
$2.31B
Puts
$2.97B
Net Calls
-$664M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$892M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$617M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$594M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$386M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$139M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$446M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$385M
3
BlackRock
BlackRock
New York
-$298M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
5
Norges Bank
Norges Bank
Norway
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
Diamond Hill Capital Management
251
Diamond Hill Capital Management
Ohio
$16M – – –
LCM
252
LVM Capital Management
Michigan
$15.9M +$242K +3,060 +2%
CGH
253
Crossmark Global Holdings
Texas
$15.9M -$1.72M -21,777 -10%
SOADOR
254
State of Alaska Department of Revenue
Alaska
$15.8M -$1.34M -16,935 -8%
GC
255
Guggenheim Capital
Illinois
$15.8M +$375K +4,743 +2%
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.5M -$623K -7,884 -4%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$15.3M -$2.1M -26,587 -12%
AAM
258
Abeille Asset Management
France
$15.2M -$16.5M -209,056 -52%
KWILP
259
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.1M – – –
HP
260
Hosking Partners
United Kingdom
$15M -$933K -11,813 -6%
TPSF
261
Texas Permanent School Fund
Texas
$14.9M +$366K +4,635 +3%
William Blair & Company
262
William Blair & Company
Illinois
$14.8M +$965K +12,213 +7%
BIM
263
Bridgecreek Investment Management
Oklahoma
$14.5M -$39.5K -500 -0.3%
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$14.5M -$19.8M -250,857 -58%
NAM
265
NorthCrest Asset Manangement
Minnesota
$14.3M +$101K +1,281 +0.7%
PR
266
Payden & Rygel
California
$14.2M +$656K +8,300 +5%
PHAM
267
Pacific Heights Asset Management
California
$14.2M – – –
CAC
268
Core Alternative Capital
Georgia
$14M +$5.77M +72,983 +70%
EAM
269
Erste Asset Management
Austria
$13.9M +$646K +8,085 +5%
Walleye Capital
270
Walleye Capital
New York
$13.7M +$13.7M +173,730 New
GC
271
Gratus Capital
Georgia
$13.7M +$1.23M +15,532 +10%
CA
272
Cornerstone Advisors
North Carolina
$13.4M +$5.22M +66,100 +64%
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$13.3M -$80.6K -1,020 -0.6%
CM
274
Capula Management
Cayman Islands
$13.3M +$4.84M +61,224 +57%
DILIC
275
Dai-ichi Life Insurance Company
Japan
$13.1M +$1.45M +18,383 +13%
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