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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 %
AIMCA
326
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.8M +$4.04M +46,200 +52%
AIM
327
Achmea Investment Management
Netherlands
$11.7M +$11.7M +134,426 New
Morgan Stanley
328
Morgan Stanley
New York
$11.7M +$614K +7,028 +6%
WSTAM
329
Wilbanks Smith & Thomas Asset Management
Virginia
$11.6M +$99.1K +1,183 +0.9%
CAG
330
Crestwood Advisors Group
Massachusetts
$11.4M -$117K -1,333 -1%
TCM
331
Telos Capital Management
California
$11.4M -$207K -2,364 -2%
ECG
332
Edge Capital Group
Georgia
$11.3M -$121K -1,382 -1%
BF
333
BOK Financial
Oklahoma
$11.3M -$1.05M -12,067 -9%
TSW
334
Thompson Siegel & Walmsley
Virginia
$11.2M – – –
KPCM
335
Kings Point Capital Management
New York
$11.1M +$287K +3,288 +3%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$11.1M -$1.72M -19,708 -13%
LG
337
Leuthold Group
Minnesota
$10.9M -$37.4K -428 -0.3%
Verition Fund Management
338
Verition Fund Management
Connecticut
$10.9M +$3.2M +36,602 +41%
B
339
Brightworth
Georgia
$10.9M +$123K +1,409 +1%
GPSPJS
340
General Pension Society PZU Joint Stock
Poland
$10.9M – – –
Creative Planning
341
Creative Planning
Kansas
$10.6M +$654K +7,491 +7%
GIM
342
Grassi Investment Management
California
$10.5M +$138K +1,575 +1%
BCI
343
Brinker Capital Investments
Pennsylvania
$10.5M -$113K -1,292 -1%
Wolverine Trading
344
Wolverine Trading
Illinois
$10.4M +$3.36M +37,231 +48%
SCM
345
Shelton Capital Management
Colorado
$10.4M +$865K +9,902 +9%
SAM
346
Securian Asset Management
Minnesota
$10.3M -$275K -3,147 -3%
BCM
347
BTC Capital Management
Iowa
$10.1M -$505K -5,773 -5%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$10.1M +$3.14M +35,906 +45%
AMI
349
Amica Mutual Insurance
Rhode Island
$10.1M -$681K -7,793 -6%
LC
350
Loews Corp
New York
$10.1M +$10.1M +115,000 New
12 13
14
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