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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 %
GT
451
Glenview Trust
Kentucky
$4.9M -$20.4K -240 -0.4%
Assenagon Asset Management
452
Assenagon Asset Management
Luxembourg
$4.83M -$156K -1,837 -3%
IFAM
453
Institutional & Family Asset Management
Colorado
$4.83M -$7.14K -84 -0.1%
ERWM
454
Elk River Wealth Management
Colorado
$4.77M +$66.1K +778 +1%
HT
455
Heritage Trust
Oklahoma
$4.77M -$12.9K -152 -0.3%
AFG
456
Albion Financial Group
Utah
$4.75M +$89.7K +1,055 +2%
AC
457
Allstate Corporation
Illinois
$4.71M +$63.2K +743 +1%
AIM
458
Allstate Investment Management
Illinois
$4.71M +$4.71M +55,392 New
CNC
459
Canandaigua National Corp
New York
$4.71M -$5.36K -63 -0.1%
AAM
460
Aureus Asset Management
Massachusetts
$4.68M +$333K +3,911 +8%
SSA
461
Schonfeld Strategic Advisors
New York
$4.65M +$1.54M +18,066 +49%
LSWM
462
Lorne Steinberg Wealth Management
Canada
$4.63M +$26.4K +310 +0.6%
FC
463
FORA Capital
Florida
$4.57M +$4.57M +53,788 New
SI
464
Stephens Inc
Arkansas
$4.55M +$381K +4,480 +9%
DCM
465
Donaldson Capital Management
Indiana
$4.55M +$156K +1,834 +4%
AAF
466
Andra AP-fonden
Sweden
$4.5M +$655K +7,700 +17%
HVIA
467
Hudson Valley Investment Advisors
New York
$4.46M +$167K +1,962 +4%
CTC
468
Central Trust Company
Missouri
$4.45M -$958K -11,263 -18%
AI
469
Atria Investments
North Carolina
$4.45M -$193K -2,271 -4%
FNBOO
470
First National Bank of Omaha
Nebraska
$4.42M -$241K -2,830 -5%
VMPIC
471
Varma Mutual Pension Insurance Co
Finland
$4.4M – – –
PWMAG
472
Pinnacle Wealth Management Advisory Group
New Jersey
$4.4M -$275K -3,229 -6%
CIG
473
Consolidated Investment Group
Colorado
$4.39M – – –
BAMF
474
BI Asset Management Fondsmaeglerselskab
Denmark
$4.36M +$2.19M +25,705 +100%
USAA
475
United Services Automobile Association
Texas
$4.33M -$487K -5,731 -10%
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