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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 %
IMRF
426
Illinois Municipal Retirement Fund
Illinois
$6.42M +$127K +1,452 +2%
CIS
427
Connors Investor Services
Pennsylvania
$6.39M -$131K -1,500 -2%
GAB
428
German American Bancorp
Indiana
$6.34M +$38.3K +438 +0.6%
BGDI
429
BW Gestao de Investimentos
Brazil
$6.22M +$6.22M +71,182 New
DLCIG
430
D.L. Carlson Investment Group
New Hampshire
$6.17M -$973K -11,132 -14%
CG
431
Cutler Group
California
$6.15M +$3.4M +38,871 +123%
PP
432
Prudential plc
United Kingdom
$6.14M +$2.99M +34,166 +95%
Hudson Bay Capital Management
433
Hudson Bay Capital Management
Connecticut
$6.12M -$437K -5,000 -7%
CF
434
CNA Financial
Illinois
$6.12M +$6.12M +70,000 New
BA
435
Baugh & Associates
Georgia
$6.11M -$32.8K -375 -0.5%
CC
436
Carlson Capital
Texas
$6.03M -$14.4M -165,300 -71%
CIS
437
Capital International Sarl
California
$6M +$4.99M +57,071 +493%
GCM
438
Gibraltar Capital Management
Oklahoma
$6M +$19K +217 +0.3%
PAG
439
Private Advisor Group
New Jersey
$5.99M +$713K +8,159 +14%
TI
440
Trexquant Investment
Connecticut
$5.97M +$292K +3,344 +5%
OLA
441
Oliver Luxxe Assets
New Jersey
$5.88M -$18K -206 -0.3%
OSNBOA
442
Old Second National Bank of Aurora
Illinois
$5.87M +$1.4M +16,074 +31%
AWM
443
Avitas Wealth Management
California
$5.82M -$218K -2,495 -4%
AIP
444
Ameritas Investment Partners
Nebraska
$5.81M -$7.34K -84 -0.1%
LS
445
Livforsakringsbolaget Skandia
Sweden
$5.69M – – –
LWM
446
Lyell Wealth Management
California
$5.67M +$3.41M +38,959 +150%
CBT
447
Central Bank & Trust
Kentucky
$5.66M +$344K +3,936 +6%
CTC
448
Central Trust Company
Missouri
$5.66M +$268K +3,066 +5%
PCIA
449
Prime Capital Investment Advisors
Kansas
$5.59M -$53.6K -546 -0.9%
NMIMC
450
Northwestern Mutual Investment Management Company
Wisconsin
$5.58M -$718K -8,214 -11%
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