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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 %
MAM
326
Madison Asset Management
Wisconsin
$9.28M +$9.04M +114,393 +3,683%
SAM
327
Socorro Asset Management
Texas
$8.93M -$2.46M -31,121 -22%
Winslow Capital Management
328
Winslow Capital Management
Minnesota
$8.92M -$127K -1,611 -1%
Squarepoint
329
Squarepoint
New York
$8.86M +$8.86M +112,189 New
SAM
330
Securian Asset Management
Minnesota
$8.8M -$353K -4,472 -4%
WBC
331
Westpac Banking Corp
Australia
$8.77M – – –
IG
332
ING Group
Netherlands
$8.72M -$10.1M -127,960 -54%
AP
333
Appleton Partners
Massachusetts
$8.58M +$58.7K +743 +0.7%
PCA
334
Private Capital Advisors
Connecticut
$8.48M -$17.7K -224 -0.2%
FMLI
335
Fukoku Mutual Life Insurance
Japan
$8.38M +$7.96M +100,730 +1,872%
PFO
336
Pathstone Family Office
New Jersey
$8.35M +$5.43M +68,518 +186%
FLPIM
337
F.L. Putnam Investment Management
Massachusetts
$8.32M +$282K +3,573 +4%
TBC
338
Tweedy, Browne Co
Connecticut
$8.3M -$1.39M -17,615 -14%
KRS
339
Kentucky Retirement Systems
Kentucky
$8.28M +$75.8K +960 +0.9%
Citadel Advisors
340
Citadel Advisors
Florida
$8.26M -$13.5M -170,848 -62%
AssetMark Inc
341
AssetMark Inc
California
$8.24M +$2.18M +27,536 +36%
MPA
342
Marvin & Palmer Associates
Delaware
$8.19M +$7.02M +88,882 +601%
CIS
343
Capital International Sarl
California
$8.19M +$2.53M +31,970 +45%
NB
344
Norinchukin Bank
Japan
$8.13M +$1.1M +13,866 +16%
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$8.09M -$638K -8,076 -7%
ZCM
346
Ziegler Capital Management
Illinois
$8.08M -$367K -4,636 -4%
BS
347
Banco Santander
Spain
$8.04M -$375K -4,745 -4%
EI
348
Ethic Inc
New York
$7.95M +$731K +9,251 +10%
BCI
349
Brinker Capital Investments
Pennsylvania
$7.91M +$42.2K +534 +0.5%
FAM
350
Fred Alger Management
New York
$7.9M -$763K -9,660 -9%
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