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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 %
MML Investors Services
276
MML Investors Services
Massachusetts
$13M +$761K +9,632 +6%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$13M +$660K +8,350 +5%
Man Group
278
Man Group
United Kingdom
$12.7M +$12.7M +160,500 New
WG
279
Winton Group
United Kingdom
$12.5M +$6.86M +86,792 +122%
PAI
280
Pittenger & Anderson Inc
Nebraska
$12.4M -$62.8K -795 -0.5%
BMSSC
281
B. Metzler seel. Sohn & Co
Germany
$12.4M -$481K -6,087 -4%
Acadian Asset Management
282
Acadian Asset Management
Massachusetts
$12.3M +$1.58M +19,961 +15%
CNB
283
Czech National Bank
Czech Republic
$12.3M +$12.3M +155,594 New
Allspring Global Investments
284
Allspring Global Investments
North Carolina
$12.3M +$3.37M +42,702 +38%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$12.1M +$591K +7,478 +5%
Capstone Investment Advisors
286
Capstone Investment Advisors
New York
$12.1M +$2.61M +33,021 +27%
CAG
287
Crestwood Advisors Group
Massachusetts
$12.1M +$1.78M +22,588 +17%
CA
288
Cullinan Associates
Kentucky
$12M +$2.66M +33,720 +29%
GW
289
GW & Wade
Massachusetts
$12M +$34.1K +432 +0.3%
Bessemer Group
290
Bessemer Group
New Jersey
$11.8M -$14.4M -182,075 -55%
NAM
291
Nissay Asset Management
Japan
$11.8M +$247K +3,132 +2%
X
292
Xponance
Pennsylvania
$11.6M +$1.22M +15,436 +12%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$11.5M +$51.6K +653 +0.4%
SIA
294
Sit Investment Associates
Minnesota
$11.5M -$2.17M -27,425 -16%
GJCM
295
Grand Jean Capital Management
California
$11.5M -$29.6K -375 -0.3%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$11.5M -$161K -2,041 -1%
MCM
297
MAI Capital Management
Ohio
$11.4M +$10M +127,188 +726%
WSTAM
298
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M +$303K +3,841 +3%
OC
299
Oppenheimer & Co
New York
$11.2M +$257K +3,256 +2%
RC
300
RegentAtlantic Capital
New Jersey
$11.1M -$307K -3,884 -3%
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