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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 %
APG Asset Management
301
APG Asset Management
Netherlands
$11M -$2.49M -30,900 -18%
BOTW
302
Bank of the West
California
$10.9M -$187K -2,370 -2%
SCM
303
Shelton Capital Management
Colorado
$10.9M -$729K -9,227 -6%
AIM
304
Achmea Investment Management
Netherlands
$10.9M -$971K -12,292 -8%
HIMCH
305
Hartford Investment Management Co (HIMCO)
Connecticut
$10.8M -$387K -4,899 -3%
AQR Capital Management
306
AQR Capital Management
Connecticut
$10.6M -$10.7M -134,987 -50%
BC
307
Burney Company
Virginia
$10.6M -$41.3K -523 -0.4%
FFM
308
Fullerton Fund Management
Singapore
$10.6M +$10.6M +133,642 New
ECG
309
Edge Capital Group
Georgia
$10.5M +$120K +1,515 +1%
Wealthfront Advisers
310
Wealthfront Advisers
California
$10.5M +$2.74M +34,719 +35%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$10.4M -$2.51M -31,819 -19%
D.E. Shaw & Co
312
D.E. Shaw & Co
New York
$10.3M -$52.7M -667,129 -84%
TCM
313
Telos Capital Management
California
$10.3M +$15.6K +197 +0.2%
BCIM
314
British Columbia Investment Management
British Columbia, Canada
$10.3M -$2M -25,300 -16%
BF
315
BOK Financial
Oklahoma
$10.2M +$64.6K +817 +0.6%
AAM
316
Advisors Asset Management
Colorado
$10.2M -$669K -8,471 -6%
FNBT
317
FineMark National Bank & Trust
Florida
$10.2M +$1.76M +22,237 +21%
TRCT
318
Tower Research Capital (TRC)
New York
$10.1M +$4.03M +51,055 +67%
AII
319
AGF Investments Inc
Ontario, Canada
$10M +$7.06M +89,318 +239%
B
320
Brightworth
Georgia
$9.85M -$40.8K -517 -0.4%
SC
321
Scotia Capital
Ontario, Canada
$9.83M -$1.04M -13,141 -10%
Creative Planning
322
Creative Planning
Kansas
$9.65M -$520K -6,577 -5%
GIM
323
Grassi Investment Management
California
$9.58M – – –
ATC
324
Argent Trust Co
Tennessee
$9.54M +$159K +2,011 +2%
BCM
325
BTC Capital Management
Iowa
$9.54M +$170K +2,150 +2%
11 12
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