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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 %
PFO
326
Pathstone Family Office
New Jersey
$9.84M +$1.76M +23,008 +22%
Allspring Global Investments
327
Allspring Global Investments
North Carolina
$9.8M -$3.4M -39,944 -26%
BCIM
328
British Columbia Investment Management
British Columbia, Canada
$9.71M -$1.33M -15,618 -12%
ZCM
329
Ziegler Capital Management
Illinois
$9.7M +$980K +11,476 +11%
Arrowstreet Capital
330
Arrowstreet Capital
Massachusetts
$9.65M -$10M -118,190 -51%
Winslow Capital Management
331
Winslow Capital Management
Minnesota
$9.58M -$20.1K -236 -0.2%
FLPIM
332
F.L. Putnam Investment Management
Massachusetts
$9.49M +$538K +6,326 +6%
ECG
333
Edge Capital Group
Georgia
$9.46M -$1.85M -21,749 -16%
AAM
334
Advisors Asset Management
Colorado
$9.39M -$1.57M -18,455 -14%
Credit Agricole
335
Credit Agricole
France
$9.36M +$973K +11,445 +12%
MPA
336
Marvin & Palmer Associates
Delaware
$9.31M +$501K +5,889 +6%
SAM
337
Securian Asset Management
Minnesota
$9.21M -$257K -3,024 -3%
EIP
338
Easterly Investment Partners
Massachusetts
$9.16M +$9.16M +107,696 New
BS
339
Banco Santander
Spain
$9.06M +$411K +4,834 +5%
KRS
340
Kentucky Retirement Systems
Kentucky
$8.95M +$39.1K +460 +0.4%
Brown Advisory
341
Brown Advisory
Maryland
$8.94M +$956K +11,248 +12%
AP
342
Appleton Partners
Massachusetts
$8.94M -$299K -3,515 -3%
LA
343
LBP AM
France
$8.9M +$8.9M +104,670 New
CI
344
Capital International
California
$8.86M +$2.17M +25,487 +32%
EI
345
Ethic Inc
New York
$8.81M +$260K +3,061 +3%
IMRF
346
Illinois Municipal Retirement Fund
Illinois
$8.8M +$3.59M +42,240 +69%
CII
347
Capital International Inc
California
$8.78M +$961K +11,299 +12%
BCI
348
Brinker Capital Investments
Pennsylvania
$8.72M +$215K +2,530 +3%
OPERF
349
Oregon Public Employees Retirement Fund
Oregon
$8.65M -$51.5K -606 -0.6%
SMDAM
350
Sumitomo Mitsui DS Asset Management
Japan
$8.65M +$413K +4,858 +5%
12 13
14
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