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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 %
SAM
351
Socorro Asset Management
Texas
$8.64M -$969K -11,396 -10%
NRC
352
New Republic Capital
North Carolina
$8.63M +$8.63M +101,539 New
IIM
353
Intact Investment Management
Quebec, Canada
$8.62M +$5.09M +59,900 +144%
PCH
354
Polar Capital Holdings
United Kingdom
$8.53M +$1.25M +14,692 +17%
LBC
355
Lowe Brockenbrough & Co
Virginia
$8.48M +$274K +3,224 +3%
EMPI
356
Elo Mutual Pension Insurance
Finland
$8.48M +$97.1K +1,142 +1%
Cetera Investment Advisers
357
Cetera Investment Advisers
Illinois
$8.43M +$5.53M +67,545 +191%
Daiwa Securities Group
358
Daiwa Securities Group
Japan
$8.34M +$229K +2,692 +3%
GPSPJS
359
General Pension Society PZU Joint Stock
Poland
$8.28M – – –
EDRH
360
Edmond de Rothschild Holding
Switzerland
$8.24M +$1M +11,812 +14%
MSRPS
361
Maryland State Retirement & Pension System
Maryland
$8.22M +$8.22M +96,709 New
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$8.16M -$3.45M -40,596 -30%
AM
363
AGF Management
Ontario, Canada
$8.15M +$8.15M +95,814 New
TC
364
Telemus Capital
Michigan
$7.88M +$1.58K +18 +0%
AAIM
365
American Assets Investment Management
California
$7.82M – – –
AMI
366
Amica Mutual Insurance
Rhode Island
$7.81M -$665K -7,827 -8%
BCM
367
Becker Capital Management
Oregon
$7.8M +$127K +1,491 +2%
Capstone Investment Advisors
368
Capstone Investment Advisors
New York
$7.75M -$5.29M -62,214 -41%
PP
369
Prudential plc
United Kingdom
$7.73M +$2.54M +29,928 +49%
CAL
370
Capital Analysts LLC
Pennsylvania
$7.72M +$114K +1,338 +1%
KAS
371
Kestra Advisory Services
Texas
$7.57M -$296K -3,477 -4%
IC
372
IEQ Capital
California
$7.56M +$917K +10,784 +14%
CFM
373
Coronation Fund Managers
South Africa
$7.48M +$7.48M +87,939 New
DADC
374
D.A. Davidson & Co
Montana
$7.46M +$137K +1,605 +2%
VPIM
375
Vanguard Personalized Indexing Management
California
$7.44M -$1.01M -11,882 -12%
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