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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 %
CCM
451
Coldstream Capital Management
Washington
$4.5M +$216K +2,844 +5%
PP
452
Prudential plc
United Kingdom
$4.49M -$859K -11,297 -16%
GT
453
Glenview Trust
Kentucky
$4.42M -$190K -2,498 -4%
PWMAG
454
Pinnacle Wealth Management Advisory Group
New Jersey
$4.38M +$209K +2,743 +5%
FNBOO
455
First National Bank of Omaha
Nebraska
$4.34M -$139K -1,832 -3%
PP
456
Paloma Partners
Connecticut
$4.34M +$2.2M +28,893 +103%
USAA
457
United Services Automobile Association
Texas
$4.32M +$4.32M +56,822 New
BIMC
458
Benson Investment Management Company
Virginia
$4.29M +$843K +11,135 +24%
BGDI
459
BW Gestao de Investimentos
Brazil
$4.27M -$1.14M -15,000 -21%
SAM
460
Shell Asset Management
Netherlands
$4.26M -$29.7K -390 -0.7%
RL
461
RPO LLC
Connecticut
$4.23M +$4.23M +55,577 New
AAF
462
Andra AP-fonden
Sweden
$4.22M +$4.22M +55,411 New
Impax Asset Management Group
463
Impax Asset Management Group
United Kingdom
$4.16M – – –
HT
464
Heritage Trust
Oklahoma
$4.16M +$56.8K +747 +1%
WAM
465
Wolverine Asset Management
Illinois
$4.15M -$1.57M -20,676 -27%
ERWM
466
Elk River Wealth Management
Colorado
$4.14M +$4.41K +58 +0.1%
LSWM
467
Lorne Steinberg Wealth Management
Canada
$4.12M +$72.6K +955 +2%
AFG
468
Albion Financial Group
Utah
$4.1M +$114K +1,494 +3%
FA
469
FDx Advisors
Illinois
$4.07M -$38.9K -511 -0.9%
CCP
470
Corient Capital Partners
California
$4.07M +$376K +4,940 +10%
BCV
471
Banque Cantonale Vaudoise
Switzerland
$3.99M +$228K +3,000 +6%
WI
472
Wintrust Investments
Illinois
$3.98M +$1.09M +13,136 +37%
CNC
473
Canandaigua National Corp
New York
$3.97M -$346K -4,555 -8%
NRS
474
Neville Rodie & Shaw
New York
$3.95M -$329K -4,330 -8%
VMPIC
475
Varma Mutual Pension Insurance Co
Finland
$3.94M +$1.43M +18,863 +57%
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