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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 %
BCA
401
Bernzott Capital Advisors
California
$6.45M +$309K +3,639 +5%
NB
402
Norinchukin Bank
Japan
$6.4M -$2.34M -27,535 -27%
BPC
403
Banque Pictet & Cie
Switzerland
$6.4M -$108K -1,265 -2%
AG
404
Advocate Group
Minnesota
$6.4M +$259K +3,052 +4%
YIA
405
YHB Investment Advisors
Connecticut
$6.4M -$548K -6,443 -8%
KOCAA
406
Knights of Columbus Asset Advisors
Connecticut
$6.34M -$738K -8,681 -10%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$6.34M +$701K +8,242 +12%
MA
408
Montag & Associates
Georgia
$6.29M -$837K -9,841 -12%
CAN
409
Cetera Advisor Networks
California
$6.27M +$2M +24,328 +47%
AWM
410
Avitas Wealth Management
California
$6.24M -$24.1K -283 -0.4%
CIS
411
Connors Investor Services
Pennsylvania
$6.24M – – –
OLA
412
Oliver Luxxe Assets
New Jersey
$6.21M +$113K +1,332 +2%
SIG
413
Stonegate Investment Group
Alabama
$6.15M +$5.58M +65,681 +982%
LCM
414
Logan Capital Management
Pennsylvania
$6.09M -$162K -1,906 -3%
BA
415
Baugh & Associates
Georgia
$6.09M -$1.11K -13 -0%
1IA
416
1834 Investment Advisors
Wisconsin
$6.08M -$78.9K -928 -1%
CRM
417
Cramer Rosenthal McGlynn
Connecticut
$6.07M +$2.79M +32,778 +85%
CJL
418
Cyrus J. Lawrence
New York
$6.05M -$38.7K -455 -0.6%
GAB
419
German American Bancorp
Indiana
$6.03M -$15.1K -178 -0.3%
PSP
420
Principal Street Partners
Tennessee
$5.96M +$217K +2,549 +4%
AIP
421
Ameritas Investment Partners
Nebraska
$5.76M -$109K -1,243 -2%
FCBT
422
First Citizens Bank & Trust
North Carolina
$5.73M -$85.2K -1,002 -1%
VRS
423
Virginia Retirement Systems
Virginia
$5.71M – – –
DLCIG
424
D.L. Carlson Investment Group
New Hampshire
$5.69M -$180K -2,117 -3%
ISB
425
Iowa State Bank
Iowa
$5.64M +$155K +1,825 +3%
15 16
17
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