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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.

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
1
Capital International Investors
California
$1.81B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.33B
3
OTPPB
3
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452M
4
Bank of America
4
Bank of America
North Carolina
$2.25B
5
Goldman Sachs
5
Goldman Sachs
New York
$1B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.46B
3
BlackRock
3
BlackRock
New York
$8.73B
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.2B
5
Ameriprise
5
Ameriprise
Minnesota
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$856M +$40.4M +462,516 +5%
Franklin Resources
27
Franklin Resources
California
$771M +$220M +2,519,728 +40%
Primecap Management
28
Primecap Management
California
$733M -$36.5M -417,667 -5%
UBS Group
29
UBS Group
Switzerland
$621M +$139M +1,590,808 +29%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$619M -$266M -2,923,836 -30%
Charles Schwab
31
Charles Schwab
California
$618M +$5.92M +67,791 +1%
Wells Fargo
32
Wells Fargo
California
$517M +$27.4M +313,595 +6%
UBS AM
33
UBS AM
Illinois
$492M -$9.88M -112,989 -2%
OTPPB
34
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452M +$452M +5,168,318 New
Capital World Investors
35
Capital World Investors
California
$430M -$2.14M -24,496 -0.5%
Principal Financial Group
36
Principal Financial Group
Iowa
$429M +$120M +1,372,991 +39%
Deutsche Bank
37
Deutsche Bank
Germany
$428M +$75.4M +863,121 +21%
PPA
38
Parametric Portfolio Associates
Washington
$424M -$18.9M -215,794 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$409M -$261M -2,986,626 -39%
LSV Asset Management
40
LSV Asset Management
Illinois
$403M -$6.27M -71,768 -2%
CS
41
Credit Suisse
Switzerland
$383M +$31.3M +358,215 +9%
Barclays
42
Barclays
United Kingdom
$383M -$134M -1,529,502 -26%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$379M -$6.32M -72,358 -2%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$361M -$95.8M -1,096,027 -21%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$348M +$7.82M +89,451 +2%
Amundi
46
Amundi
France
$325M +$16.7M +200,172 +5%
Citigroup
47
Citigroup
New York
$314M +$63.9M +731,395 +26%
AllianceBernstein
48
AllianceBernstein
Tennessee
$311M +$16.5M +188,361 +6%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$305M -$96.2M -1,100,461 -24%
Fidelity International
50
Fidelity International
Bermuda
$305M -$90.2M -1,032,339 -23%
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