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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 %
MHC
451
Meyer Handelman Company
New York
$5.54M -$22K -252 -0.4%
ISB
452
Iowa State Bank
Iowa
$5.45M -$160K -1,825 -3%
CCG
453
Ceeto Capital Group
Florida
$5.41M -$717K -8,200 -12%
WFG
454
Wills Financial Group
Virginia
$5.4M -$92K -1,053 -2%
1IA
455
1834 Investment Advisors
Wisconsin
$5.38M +$138K +1,582 +3%
SFM
456
Signet Financial Management
New Jersey
$5.37M +$28.9K +331 +0.5%
SMG
457
Spectrum Management Group
Indiana
$5.34M -$2.14M -24,433 -29%
CA
458
Cullinan Associates
Kentucky
$5.3M +$4.86M +55,625 +1,103%
EGM
459
Engineers Gate Manager
New York
$5.3M +$5.3M +60,624 New
CCA
460
Catalyst Capital Advisors
New York
$5.3M -$406K -4,650 -7%
GT
461
Glenview Trust
Kentucky
$5.29M +$68.8K +787 +1%
NB
462
Norinchukin Bank
Japan
$5.17M +$989K +11,319 +24%
BBI
463
Baxter Bros Inc
Connecticut
$5.16M +$7.43K +85 +0.1%
FNBOO
464
First National Bank of Omaha
Nebraska
$5.15M -$1.53M -17,487 -23%
CAM
465
CenterStar Asset Management
Illinois
$5.11M -$203K – –
HF
466
HRT Financial
New York
$5.08M +$3.61M +41,359 +247%
VRS
467
Virginia Retirement Systems
Virginia
$5.08M – – –
SG Americas Securities
468
SG Americas Securities
New York
$5.05M -$99.7M -1,140,222 -95%
AssetMark Inc
469
AssetMark Inc
California
$4.98M +$1.91M +21,866 +62%
CNC
470
Canandaigua National Corp
New York
$4.96M -$254K -2,902 -5%
MMC
471
Mizuho Markets Cayman
Cayman Islands
$4.95M -$33.5K -383 -0.7%
SAM
472
Shell Asset Management
Netherlands
$4.93M -$231K -2,647 -4%
CCM
473
Coldstream Capital Management
Washington
$4.93M -$4.52M -51,721 -48%
AC
474
Allstate Corporation
Illinois
$4.91M -$5.5M -62,892 -53%
NRS
475
Neville Rodie & Shaw
New York
$4.89M +$21.7K +250 +0.4%
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