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Morgan Stanley
MS

Overview Fund Activity

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$506M
2
Morgan Stanley
Morgan Stanley
New York
+$364M
3
Capital International Investors
Capital International Investors
California
+$149M
4
Franklin Resources
Franklin Resources
California
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$589M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$541M
3
BlackRock
BlackRock
New York
-$436M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$259M
5
Bessemer Group
Bessemer Group
New Jersey
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
376
White Pine Investment Company
Michigan
$6.79M -$41.1K -540 -0.6%
SG Americas Securities
377
SG Americas Securities
New York
$6.79M +$2.39M +31,463 +54%
NB
378
Norinchukin Bank
Japan
$6.77M +$2.27M +29,841 +50%
LG
379
Leuthold Group
Minnesota
$6.77M -$2.75M -36,136 -29%
DADC
380
D.A. Davidson & Co
Montana
$6.77M +$589K +7,742 +10%
RCM
381
RNC Capital Management
California
$6.73M -$40.3M -529,250 -86%
HF
382
HRT Financial
New York
$6.72M +$2.3M +30,286 +52%
Brown Advisory
383
Brown Advisory
Maryland
$6.71M -$2.13K -28 -0%
MA
384
Montag & Associates
Georgia
$6.64M -$403K -5,297 -6%
GI
385
Gradient Investments
Minnesota
$6.54M +$889K +11,684 +16%
PFS
386
Prospera Financial Services
Texas
$6.46M -$30K -394 -0.5%
CAL
387
Capital Analysts LLC
Pennsylvania
$6.44M +$276K +3,627 +4%
MIG
388
McGuire Investment Group
Rhode Island
$6.4M -$21.8K -286 -0.3%
YIA
389
YHB Investment Advisors
Connecticut
$6.4M – – –
Wolverine Trading
390
Wolverine Trading
Illinois
$6.38M -$2.6M -33,248 -29%
PE
391
Point72 Europe
United Kingdom
$6.32M +$6.32M +83,100 New
MLICM
392
Metropolitan Life Insurance Company (MetLife)
New York
$6.3M -$242K -3,180 -4%
OHIS
393
Oak Harvest Investment Services
Texas
$6.27M +$364K +4,785 +6%
PI
394
PFS Investments
Georgia
$6.26M -$17.6M -230,866 -74%
HC
395
Hourglass Capital
Texas
$6.22M -$147K -1,930 -2%
JWBC
396
J.W. Burns & Co
New York
$6.19M -$72.9K -959 -1%
CGPCS
397
Capital Group Private Client Services
California
$6.17M -$24.4K -321 -0.4%
Credit Agricole
398
Credit Agricole
France
$6.09M -$152K -2,001 -2%
Cetera Investment Advisers
399
Cetera Investment Advisers
Illinois
$6.04M -$230K -3,114 -4%
EDRH
400
Edmond de Rothschild Holding
Switzerland
$6.02M -$508K -6,685 -8%
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