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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 %
PMAM
426
Picton Mahoney Asset Management
Ontario, Canada
$5.21M -$13M -170,772 -71%
PSP
427
Principal Street Partners
Tennessee
$5.09M +$852K +11,201 +20%
CTC
428
Central Trust Company
Missouri
$5.07M +$150K +1,966 +3%
AIP
429
Ameritas Investment Partners
Nebraska
$5.05M – – –
OSNBOA
430
Old Second National Bank of Aurora
Illinois
$5.05M -$55.1K -725 -1%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$5.01M +$1.71M +22,506 +52%
GAB
432
German American Bancorp
Indiana
$5.01M -$510K -6,708 -9%
Tudor Investment Corp
433
Tudor Investment Corp
Connecticut
$4.91M -$3.22M -42,389 -40%
LWM
434
Lyell Wealth Management
California
$4.9M -$37.7K -495 -0.8%
NMIMC
435
Northwestern Mutual Investment Management Company
Wisconsin
$4.89M +$32.7K +430 +0.7%
SFM
436
Signet Financial Management
New Jersey
$4.86M +$190K +2,495 +4%
CTC (Chicago Trading Company)
437
CTC (Chicago Trading Company)
Illinois
$4.86M -$18.8M -246,915 -79%
GCM
438
Gibraltar Capital Management
Oklahoma
$4.85M -$367K -4,825 -7%
MHC
439
Meyer Handelman Company
New York
$4.8M -$13.7K -180 -0.3%
AI
440
Atria Investments
North Carolina
$4.79M -$974K -12,811 -17%
SCA
441
Sandy Cove Advisors
Massachusetts
$4.77M +$4.47M +58,769 +1,502%
ISB
442
Iowa State Bank
Iowa
$4.76M +$13.9K +183 +0.3%
BBI
443
Baxter Bros Inc
Connecticut
$4.73M +$237K +3,110 +5%
CCG
444
Ceeto Capital Group
Florida
$4.71M – – –
CW
445
Connectus Wealth
Ohio
$4.71M +$1.75M +22,952 +59%
WFG
446
Wills Financial Group
Virginia
$4.67M -$30.5K -401 -0.6%
IMRF
447
Illinois Municipal Retirement Fund
Illinois
$4.66M -$923K -12,133 -17%
AWM
448
AE Wealth Management
Kansas
$4.66M +$692K +9,097 +17%
LS
449
Livforsakringsbolaget Skandia
Sweden
$4.66M -$297K -3,900 -6%
HR
450
Howe & Rusling
New York
$4.64M -$2.11M -27,701 -31%
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