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Morgan Stanley
MS

Overview Fund Activity

1,667 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 603 increasing their positions, 621 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+94
Holders Change %
+5.98%
% of All Funds
26.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
214
Increased
603
Reduced
621
Closed
87
Calls
$3.02B
Puts
$3.22B
Net Calls
-$203M
Net Calls Change
+$461M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$746M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$589M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
Amundi
Amundi
France
+$88.1M
5
Morgan Stanley
Morgan Stanley
New York
+$87.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$700M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$600M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$454M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$273M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
251
EARNEST Partners
Georgia
$17.6M +$266K +3,126 +2%
JPMIA
252
J.P. Marvel Investment Advisors
Massachusetts
$17.6M -$30.6K -360 -0.2%
CGH
253
Crossmark Global Holdings
Texas
$17.6M +$527K +6,193 +3%
NYLIM
254
New York Life Investment Management
New York
$17.6M -$298K -3,508 -2%
SOADOR
255
State of Alaska Department of Revenue
Alaska
$17.2M +$162K +1,905 +1%
Diamond Hill Capital Management
256
Diamond Hill Capital Management
Ohio
$17.2M – – –
LCM
257
LVM Capital Management
Michigan
$17.1M +$17.9K +210 +0.1%
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$16.9M +$2.96M +34,788 +21%
CAC
259
Core Alternative Capital
Georgia
$16.9M +$1.81M +21,337 +12%
PWAG
260
Polaris Wealth Advisory Group
California
$16.7M -$13M -145,259 -44%
MAM
261
Mark Asset Management
New York
$16.6M -$1.26M -14,795 -7%
Man Group
262
Man Group
United Kingdom
$16.6M +$2.98M +35,033 +22%
IMPI
263
Ilmarinen Mutual Pension Insurance
Finland
$16M -$1.4M -16,516 -8%
IG
264
ING Group
Netherlands
$15.9M +$6.53M +76,778 +70%
TPSF
265
Texas Permanent School Fund
Texas
$15.9M -$185K -2,176 -1%
TCA
266
Teewinot Capital Advisers
New York
$15.8M +$15.8M +185,903 New
FAM
267
Fred Alger Management
New York
$15.7M +$7.2M +84,647 +85%
BIM
268
Bridgecreek Investment Management
Oklahoma
$15.6M -$42.5K -500 -0.3%
GC
269
Guggenheim Capital
Illinois
$15.4M -$1.54M -18,157 -9%
PHAM
270
Pacific Heights Asset Management
California
$15.3M – – –
William Blair & Company
271
William Blair & Company
Illinois
$15.3M -$647K -7,609 -4%
EAM
272
Erste Asset Management
Austria
$15.2M +$347K +4,072 +2%
Baird Financial Group
273
Baird Financial Group
Wisconsin
$14.9M -$4.25M -49,935 -22%
HF
274
HRT Financial
New York
$14.8M -$62.8M -738,911 -81%
PI
275
Putnam Investments
Massachusetts
$14.7M -$5.39M -63,438 -27%
9 10
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