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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 %
Wealthfront Advisers
376
Wealthfront Advisers
California
$8.55M -$2.78M -31,765 -25%
HAI
377
Hennessy Advisors Inc
California
$8.31M +$5.33M +61,000 +179%
DY
378
Dowling & Yahnke
California
$8.27M +$13.5K +154 +0.2%
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$8.13M +$128K +1,461 +2%
BPC
380
Banque Pictet & Cie
Switzerland
$8.11M -$3.06M -35,011 -27%
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$8.11M -$45.3K -500 -0.6%
BCM
382
Becker Capital Management
Oregon
$8.09M -$124K -1,418 -2%
MA
383
Montag & Associates
Georgia
$8.09M -$621K -7,110 -7%
ECM
384
ExodusPoint Capital Management
New York
$8.08M -$8.42M -96,294 -51%
AAIM
385
American Assets Investment Management
California
$8.04M – – –
TC
386
Telemus Capital
Michigan
$7.99M -$54.5K -624 -0.7%
Simplex Trading
387
Simplex Trading
Illinois
$7.95M +$7.95M +90,937 New
Winslow Capital Management
388
Winslow Capital Management
Minnesota
$7.91M -$1.86M -21,257 -19%
KRS
389
Kentucky Retirement Systems
Kentucky
$7.9M +$305K +3,495 +4%
WPIC
390
White Pine Investment Company
Michigan
$7.85M -$210K -2,408 -3%
NWM
391
Nicola Wealth Management
British Columbia, Canada
$7.78M -$4.98M -57,000 -39%
HR
392
Howe & Rusling
New York
$7.75M -$18.9K -216 -0.2%
DCM
393
Dupont Capital Management
Delaware
$7.74M -$1.86M -21,296 -19%
Brown Advisory
394
Brown Advisory
Maryland
$7.72M -$1M -11,488 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
395
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.6M -$88.2M -1,009,622 -92%
TC
396
TwinBeech Capital
New York
$7.58M +$7.58M +86,698 New
SMDAM
397
Sumitomo Mitsui DS Asset Management
Japan
$7.57M -$266K -3,044 -3%
CAC
398
Core Alternative Capital
Georgia
$7.57M -$1.87M -21,361 -20%
MLICM
399
Metropolitan Life Insurance Company (MetLife)
New York
$7.52M -$6.53M -74,689 -46%
EDRH
400
Edmond de Rothschild Holding
Switzerland
$7.5M -$1.55M -17,783 -17%
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