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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 %
ACA
426
Aptus Capital Advisors
Alabama
$5.62M +$450K +5,296 +9%
BBI
427
Baxter Bros Inc
Connecticut
$5.6M +$180K +2,119 +3%
CIM
428
Chiron Investment Management
New York
$5.59M +$5.59M +65,713 New
LWM
429
Lyell Wealth Management
California
$5.57M -$60.7K -714 -1%
Tudor Investment Corp
430
Tudor Investment Corp
Connecticut
$5.55M +$5.55M +65,245 New
VFM
431
Viking Fund Management
North Dakota
$5.53M +$425K +5,000 +8%
BSA
432
Braun Stacey Associates
New York
$5.49M +$40K +470 +0.7%
OSNBOA
433
Old Second National Bank of Aurora
Illinois
$5.48M -$79.6K -936 -1%
CW
434
Connectus Wealth
Ohio
$5.44M +$45.3K +532 +0.8%
GCM
435
Gibraltar Capital Management
Oklahoma
$5.43M +$83.2K +978 +2%
SFM
436
Signet Financial Management
New Jersey
$5.38M -$32.6K -384 -0.6%
SSG
437
Summit Securities Group
New York
$5.37M +$3.26M +38,353 +155%
PI
438
PEAK6 Investments
Illinois
$5.36M +$5.36M +62,993 New
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$5.35M -$731K -8,600 -12%
SCA
440
Sandy Cove Advisors
Massachusetts
$5.33M +$1.36K +16 +0%
BA
441
Bridgewater Associates
Connecticut
$5.31M +$5.31M +62,501 New
RCM
442
RNC Capital Management
California
$5.25M -$1.62M -19,029 -24%
CCG
443
Ceeto Capital Group
Florida
$5.22M -$51K -600 -1%
FA
444
Fiduciary Alliance
South Carolina
$5.2M +$5.2M +61,202 New
MHC
445
Meyer Handelman Company
New York
$5.2M -$175K -2,060 -3%
CCM
446
Coldstream Capital Management
Washington
$5.16M +$5.16M +60,654 New
API
447
Advisor Partners II
California
$5.14M +$502K +5,904 +11%
CP
448
Cumberland Partners
Ontario, Canada
$5M +$3.29M +38,662 +192%
PE
449
Point72 Europe
United Kingdom
$4.93M -$2.87M -33,807 -37%
KJHP
450
K.J. Harrison & Partners
Ontario, Canada
$4.92M -$806K -7,000 -14%
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