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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 %
PFS
401
Prospera Financial Services
Texas
$7.46M -$373K -4,263 -5%
DZ Bank
402
DZ Bank
Germany
$7.45M +$5.51M +62,982 +284%
CCMT
403
CMT Capital Markets Trading
Germany
$7.44M +$5.12M +58,615 +221%
MIG
404
McGuire Investment Group
Rhode Island
$7.38M +$35.7K +409 +0.5%
YIA
405
YHB Investment Advisors
Connecticut
$7.35M -$161K -1,842 -2%
HC
406
Hourglass Capital
Texas
$7.32M -$1.04M -11,891 -12%
EI
407
Ethic Inc
New York
$7.27M +$186K +2,128 +3%
NMERB
408
New Mexico Educational Retirement Board
New Mexico
$7.2M -$586K -6,700 -8%
JWBC
409
J.W. Burns & Co
New York
$7.19M -$612 -7 -0%
Credit Agricole
410
Credit Agricole
France
$7.17M +$406K +4,649 +6%
CGPCS
411
Capital Group Private Client Services
California
$7.12M +$7.12M +81,443 New
PSUF
412
People's United Financial
Connecticut
$7.11M -$923K -10,556 -11%
DADC
413
D.A. Davidson & Co
Montana
$7.1M +$663K +7,581 +10%
CAL
414
Capital Analysts LLC
Pennsylvania
$7.09M +$217K +2,485 +3%
EC
415
EJF Capital
Virginia
$7.08M +$7.08M +81,000 New
WIA
416
Westbourne Investment Advisors
Maryland
$6.87M +$32.8K +375 +0.5%
NIP
417
Nicholas Investment Partners
California
$6.84M -$1.25M -14,276 -15%
Cetera Investment Advisers
418
Cetera Investment Advisers
Illinois
$6.8M +$385K +4,816 +6%
OHIS
419
Oak Harvest Investment Services
Texas
$6.78M +$512K +5,854 +8%
TCM
420
Twin Capital Management
Pennsylvania
$6.75M -$277K -3,165 -4%
AI
421
Atria Investments
North Carolina
$6.62M +$415K +4,746 +7%
WAM
422
Wolverine Asset Management
Illinois
$6.57M +$5.07M +58,048 +338%
SG
423
Swarthmore Group
Pennsylvania
$6.55M -$71.4K -817 -1%
GI
424
Gradient Investments
Minnesota
$6.49M -$244K -2,792 -4%
FCBT
425
First Citizens Bank & Trust
North Carolina
$6.42M +$217K +2,480 +3%
15 16
17
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