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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 %
DILIC
276
Dai-ichi Life Insurance Company
Japan
$18M -$4.46M -51,082 -20%
IMPI
277
Ilmarinen Mutual Pension Insurance
Finland
$17.9M – – –
AHB
278
Abner Herrman & Brock
New Jersey
$17.9M -$162K -1,853 -0.9%
MSL
279
Mackay Shields LLC
New York
$17.8M -$931K -10,651 -5%
Diamond Hill Capital Management
280
Diamond Hill Capital Management
Ohio
$17.7M -$2.68M -30,710 -13%
RPI
281
Railway Pension Investments
United Kingdom
$17M -$498K -5,700 -3%
TFM
282
TPI Fund Managers
United Kingdom
$17M +$813K +9,305 +5%
EARNEST Partners
283
EARNEST Partners
Georgia
$16.7M +$531K +6,078 +3%
COPPSERS
284
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.6M +$830K +9,494 +5%
LCM
285
LVM Capital Management
Michigan
$16.4M +$470K +5,380 +3%
1832 Asset Management
286
1832 Asset Management
Ontario, Canada
$16.3M -$4.17M -48,337 -20%
BIM
287
Bridgecreek Investment Management
Oklahoma
$16.3M -$114K -1,300 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
288
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.1M -$21.1M -240,942 -57%
Acadian Asset Management
289
Acadian Asset Management
Massachusetts
$16.1M +$2.23M +25,485 +16%
SIA
290
Sit Investment Associates
Minnesota
$16.1M +$2.49M +28,450 +18%
TPSF
291
Texas Permanent School Fund
Texas
$16.1M -$1.23M -14,126 -7%
KWILP
292
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.9M +$5.8M +66,365 +58%
Mercer Global Advisors
293
Mercer Global Advisors
Colorado
$15.8M -$1.84M -21,107 -10%
B
294
Bailard
California
$15.6M +$502K +5,740 +3%
LIP
295
Liontrust Investment Partners
United Kingdom
$15.5M +$3.23M +37,000 +26%
GT
296
Glenmede Trust
Pennsylvania
$15.4M +$11.6M +133,255 +314%
X
297
Xponance
Pennsylvania
$15.3M +$20.7K +237 +0.1%
PHAM
298
Pacific Heights Asset Management
California
$14.9M +$874K +10,000 +6%
Two Sigma Investments
299
Two Sigma Investments
New York
$14.8M +$4.01M +45,841 +37%
SAM
300
Socorro Asset Management
Texas
$14.8M +$1.85M +21,195 +14%
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