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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 %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$14.7M -$1.71M -20,099 -10%
GT
277
Glenmede Trust
Pennsylvania
$14.6M +$10.6M +124,485 +263%
X
278
Xponance
Pennsylvania
$14.6M +$2.11M +24,875 +17%
MCM
279
MAI Capital Management
Ohio
$14.6M +$2.25M +26,502 +18%
CA
280
Cornerstone Advisors
North Carolina
$14.5M – – –
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$14.3M +$1.21M +14,193 +9%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$13.7M +$1.27M +14,935 +10%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$13.5M -$801K -9,416 -6%
NAM
284
NorthCrest Asset Manangement
Minnesota
$13.3M -$2.01M -23,640 -13%
PAI
285
Pittenger & Anderson Inc
Nebraska
$13.3M – – –
KWILP
286
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.3M -$3.63M -42,699 -21%
MML Investors Services
287
MML Investors Services
Massachusetts
$13.1M -$861K -10,123 -6%
CNB
288
Czech National Bank
Czech Republic
$13.1M -$109K -1,287 -0.8%
WBC
289
Westpac Banking Corp
Australia
$12.8M +$3.41M +40,113 +36%
GW
290
GW & Wade
Massachusetts
$12.5M -$343K -4,038 -3%
NAM
291
Nissay Asset Management
Japan
$12.4M -$196K -2,310 -2%
Bessemer Group
292
Bessemer Group
New Jersey
$12.4M -$260K -3,053 -2%
GJCM
293
Grand Jean Capital Management
California
$12.2M -$182K -2,135 -1%
WSTAM
294
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M +$14.1K +166 +0.1%
Voloridge Investment Management
295
Voloridge Investment Management
Florida
$12.1M +$12.1M +141,935 New
CAG
296
Crestwood Advisors Group
Massachusetts
$12M -$943K -11,097 -7%
Acadian Asset Management
297
Acadian Asset Management
Massachusetts
$12M -$1.29M -15,228 -10%
OC
298
Oppenheimer & Co
New York
$11.9M -$125K -1,472 -1%
KHCM
299
Kettle Hill Capital Management
New York
$11.9M +$11.9M +140,182 New
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$11.7M +$453K +5,326 +4%
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