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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 %
APG Asset Management
301
APG Asset Management
Netherlands
$14.5M -$2.45M -31,200 -14%
PAI
302
Pittenger & Anderson Inc
Nebraska
$14.3M -$115K -1,311 -0.8%
BMSSC
303
B. Metzler seel. Sohn & Co
Germany
$14.3M +$83.6K +956 +0.6%
PGFC
304
Peapack-Gladstone Financial Corp
New Jersey
$14.2M -$88.2K -1,009 -0.6%
EAM
305
Erste Asset Management
Austria
$14.1M +$350K +3,881 +3%
ADEF
306
Adams Diversified Equity Fund
Maryland
$14M -$19.5M -222,900 -58%
MML Investors Services
307
MML Investors Services
Massachusetts
$14M +$2.73M +31,205 +24%
ETC
308
Exchange Traded Concepts
Oklahoma
$13.9M +$13.9M +158,789 +40,507%
NAM
309
NorthCrest Asset Manangement
Minnesota
$13.8M -$1.17M -13,338 -8%
SC
310
Scotia Capital
Ontario, Canada
$13.8M +$440K +5,039 +3%
MAA
311
Matrix Asset Advisors
New York
$13.6M +$1.4K +16 +0%
JAM
312
Jupiter Asset Management
United Kingdom
$13.4M -$14.9M -170,242 -53%
NAM
313
Nissay Asset Management
Japan
$13.3M +$98.1K +1,122 +0.7%
ACM
314
AlphaCrest Capital Management
New York
$13.2M +$7.59M +86,833 +135%
GW
315
GW & Wade
Massachusetts
$13.2M -$4.81K -55 -0%
GC
316
Gratus Capital
Georgia
$13.1M +$667K +7,629 +5%
GJCM
317
Grand Jean Capital Management
California
$12.8M -$3.18M -36,354 -20%
RC
318
RegentAtlantic Capital
New Jersey
$12.7M +$16.4K +188 +0.1%
AAM
319
Advisors Asset Management
Colorado
$12.6M +$1.56M +17,821 +14%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$12.5M +$1.57M +17,921 +14%
BOTW
321
Bank of the West
California
$12.4M +$125K +1,428 +1%
HIMCH
322
Hartford Investment Management Co (HIMCO)
Connecticut
$12.4M -$1.04M -11,908 -8%
PI
323
PEAK6 Investments
Illinois
$12.3M +$4.34M +49,609 +55%
Twin Tree Management
324
Twin Tree Management
Texas
$12M +$12M +137,097 New
BC
325
Burney Company
Virginia
$11.9M -$130K -1,482 -1%
11 12
13
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