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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 %
NAM
276
NorthCrest Asset Manangement
Minnesota
$13.6M +$1.62M +21,248 +13%
LIP
277
Liontrust Investment Partners
United Kingdom
$13.5M – – –
GT
278
Glenmede Trust
Pennsylvania
$13.4M +$9.2K +121 +0.1%
William Blair & Company
279
William Blair & Company
Illinois
$13.3M -$2.97M -39,108 -18%
SIA
280
Sit Investment Associates
Minnesota
$13.2M -$864K -11,360 -6%
PR
281
Payden & Rygel
California
$13.1M -$4.24M -55,700 -24%
EAM
282
Erste Asset Management
Austria
$13M +$843K +10,784 +7%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$12.9M +$2.01M +26,390 +18%
WB
284
WesBanco Bank
West Virginia
$12.6M -$4.24M -55,799 -25%
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$12.4M -$1.32M -17,289 -10%
BMSSC
286
B. Metzler seel. Sohn & Co
Germany
$12.4M -$42.5K -559 -0.3%
APG Asset Management
287
APG Asset Management
Netherlands
$12.2M -$1.22M -16,800 -9%
ECM
288
ExodusPoint Capital Management
New York
$12.1M +$5.07M +66,692 +72%
GC
289
Gratus Capital
Georgia
$12M +$666K +8,756 +6%
PAI
290
Pittenger & Anderson Inc
Nebraska
$12M -$433K -5,687 -3%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$11.9M +$4.81M +63,216 +68%
BCIM
292
British Columbia Investment Management
British Columbia, Canada
$11.8M -$4.02M -52,917 -25%
MML Investors Services
293
MML Investors Services
Massachusetts
$11.8M -$360K -4,733 -3%
GW
294
GW & Wade
Massachusetts
$11.5M +$16.8K +221 +0.1%
AIM
295
Achmea Investment Management
Netherlands
$11.4M +$1.18M +15,534 +12%
Man Group
296
Man Group
United Kingdom
$11.3M -$25.6M -292,719 Closed
SCM
297
Shelton Capital Management
Colorado
$11.2M +$2.21M +29,102 +25%
DILIC
298
Dai-ichi Life Insurance Company
Japan
$11.2M -$4.5M -59,169 -29%
PGFC
299
Peapack-Gladstone Financial Corp
New Jersey
$11.2M -$1.2M -15,835 -10%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$11.1M +$2.3M +30,272 +26%
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