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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 %
SH
351
SeaTown Holdings
Singapore
$10M +$10M +114,480 New
WBC
352
Westpac Banking Corp
Australia
$9.76M -$3.74M -42,746 -28%
BS
353
Banco Santander
Spain
$9.7M +$574K +6,573 +6%
ATC
354
Argent Trust Co
Tennessee
$9.65M -$41.1K -470 -0.4%
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$9.57M +$623K +7,132 +7%
DJSG
356
D.J. St. Germain
Massachusetts
$9.51M -$106K -1,216 -1%
CJL
357
Cyrus J. Lawrence
New York
$9.49M +$9.49M +108,573 New
ZCM
358
Ziegler Capital Management
Illinois
$9.47M -$1.72M -19,687 -15%
USCWA
359
U.S. Capital Wealth Advisors
Texas
$9.47M +$5.76M +65,936 +156%
PCA
360
Private Capital Advisors
Connecticut
$9.42M +$9.42M +107,779 New
IC
361
IEQ Capital
California
$9.4M +$363K +4,156 +4%
Tudor Investment Corp
362
Tudor Investment Corp
Connecticut
$9.35M -$3.95M -45,164 -30%
FNBT
363
FineMark National Bank & Trust
Florida
$9.3M +$680K +7,782 +8%
FAM
364
Fred Alger Management
New York
$9.22M -$20.2M -231,033 -69%
AP
365
Appleton Partners
Massachusetts
$9.2M +$837K +9,582 +10%
LBC
366
Lowe Brockenbrough & Co
Virginia
$9.08M +$299K +3,417 +3%
KAS
367
Kestra Advisory Services
Texas
$9.08M +$2M +22,847 +28%
MSRPS
368
Maryland State Retirement & Pension System
Maryland
$8.96M -$26.2K -300 -0.3%
ACP
369
Ashfield Capital Partners
California
$8.88M +$1.28M +14,595 +17%
Daiwa Securities Group
370
Daiwa Securities Group
Japan
$8.83M -$5.28M -53,183 -37%
OC
371
Oppenheimer & Co
New York
$8.74M +$2.72M +31,131 +45%
EMPI
372
Elo Mutual Pension Insurance
Finland
$8.65M -$337K -3,854 -4%
SCP
373
Stamos Capital Partners
California
$8.65M +$3.93M +44,920 +83%
Pacer Advisors
374
Pacer Advisors
Pennsylvania
$8.64M +$835K +9,555 +11%
KOCAA
375
Knights of Columbus Asset Advisors
Connecticut
$8.56M +$159K +1,816 +2%
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