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Morgan Stanley
MS

Overview Fund Activity

1,573 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 632 increasing their positions, 604 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.5%
New
107
Increased
632
Reduced
604
Closed
106
Calls
$2.31B
Puts
$2.97B
Net Calls
-$664M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$892M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$617M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$594M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$386M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$139M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$446M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$385M
3
BlackRock
BlackRock
New York
-$298M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
5
Norges Bank
Norges Bank
Norway
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
376
Prospera Financial Services
Texas
$6.74M +$25.8K +326 +0.4%
PAG
377
Private Advisor Group
New Jersey
$6.74M +$865K +10,944 +15%
EDRH
378
Edmond de Rothschild Holding
Switzerland
$6.73M +$478K +6,050 +8%
GI
379
Gradient Investments
Minnesota
$6.72M -$67.6K -855 -1%
CGPCS
380
Capital Group Private Client Services
California
$6.7M +$293K +3,712 +5%
MA
381
Montag & Associates
Georgia
$6.63M -$268K -3,390 -4%
MIG
382
McGuire Investment Group
Rhode Island
$6.61M -$42K -532 -0.6%
KOCAA
383
Knights of Columbus Asset Advisors
Connecticut
$6.58M -$574K -7,263 -8%
HC
384
Hourglass Capital
Texas
$6.45M -$11.9K -150 -0.2%
YIA
385
YHB Investment Advisors
Connecticut
$6.45M -$192K -2,428 -3%
CSS
386
Cubist Systematic Strategies
Connecticut
$6.45M -$11.8M -148,855 -65%
JWBC
387
J.W. Burns & Co
New York
$6.44M +$9.96K +126 +0.2%
MMC
388
Mizuho Markets Cayman
Cayman Islands
$6.39M +$3.7M +46,850 +138%
RCM
389
RNC Capital Management
California
$6.38M -$610K -7,726 -9%
CCM
390
Copeland Capital Management
Pennsylvania
$6.34M +$821K +10,396 +15%
CI
391
Capital International
California
$6.22M +$4.52M +57,241 +266%
MLICM
392
Metropolitan Life Insurance Company (MetLife)
New York
$6.19M -$356K -4,508 -5%
CI Investments Inc
393
CI Investments Inc
Ontario, Canada
$6.19M +$6.17M +78,153 +46,798%
CTC (Chicago Trading Company)
394
CTC (Chicago Trading Company)
Illinois
$6.18M +$1.14M +14,370 +23%
IC
395
IEQ Capital
California
$6.18M -$1.29M -16,280 -17%
BPC
396
Banque Pictet & Cie
Switzerland
$6.05M -$138K -1,747 -2%
Simplex Trading
397
Simplex Trading
Illinois
$6.04M -$19.8M -251,027 -77%
QC
398
Quadrature Capital
United Kingdom
$6.04M -$1.05M -13,247 -15%
WIA
399
Westbourne Investment Advisors
Maryland
$6.03M -$167K -2,108 -3%
Los Angeles Capital Management
400
Los Angeles Capital Management
California
$6.03M +$2.49M +31,561 +71%
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