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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 %
FMLI
301
Fukoku Mutual Life Insurance
Japan
$11.6M +$2.55M +30,000 +28%
Creative Planning
302
Creative Planning
Kansas
$11.6M +$1.17M +13,713 +11%
BOTW
303
Bank of the West
California
$11.5M -$237K -2,792 -2%
TCM
304
Telos Capital Management
California
$11.5M +$425K +5,000 +4%
CA
305
Cullinan Associates
Kentucky
$11.4M -$1.53M -17,938 -12%
AssetMark Inc
306
AssetMark Inc
California
$11.4M +$2.5M +29,395 +28%
PGFC
307
Peapack-Gladstone Financial Corp
New Jersey
$11.3M -$1M -11,804 -8%
CIS
308
Capital International Sarl
California
$11.2M +$2.43M +28,628 +28%
APG Asset Management
309
APG Asset Management
Netherlands
$11.2M -$432K -5,084 -4%
AIM
310
Achmea Investment Management
Netherlands
$11.2M +$209K +2,628 +2%
FNBT
311
FineMark National Bank & Trust
Florida
$11.1M +$165K +1,943 +2%
AQR Capital Management
312
AQR Capital Management
Connecticut
$10.9M -$449K -5,306 -4%
DILIC
313
Dai-ichi Life Insurance Company
Japan
$10.9M -$3.16M -37,174 -22%
Cerity Partners
314
Cerity Partners
New York
$10.9M +$8.82M +103,675 +429%
SIA
315
Sit Investment Associates
Minnesota
$10.8M -$1.6M -18,800 -13%
Wealthfront Advisers
316
Wealthfront Advisers
California
$10.7M -$566K -6,663 -5%
BCM
317
BTC Capital Management
Iowa
$10.6M +$354K +4,163 +3%
ATC
318
Argent Trust Co
Tennessee
$10.6M +$334K +3,925 +3%
SC
319
Scotia Capital
Ontario, Canada
$10.5M -$51.4K -604 -0.5%
BC
320
Burney Company
Virginia
$10.4M -$995K -11,702 -9%
GIM
321
Grassi Investment Management
California
$10.3M – – –
O
322
Ossiam
France
$10.1M +$8.66M +101,882 +596%
BMSSC
323
B. Metzler seel. Sohn & Co
Germany
$9.91M -$3.39M -39,851 -25%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$9.89M +$3.23M +37,967 +48%
FFM
325
Fullerton Fund Management
Singapore
$9.88M -$1.49M -17,483 -13%
11 12
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