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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 %
PSP
476
Principal Street Partners
Tennessee
$4.87M +$353K +4,039 +8%
PWMAG
477
Pinnacle Wealth Management Advisory Group
New Jersey
$4.79M +$1.69M +19,296 +54%
JWM
478
Jackson Wealth Management
Florida
$4.79M +$4.79M +54,763 New
Impax Asset Management Group
479
Impax Asset Management Group
United Kingdom
$4.78M +$4.78M +54,720 New
MIA
480
MainStreet Investment Advisors
Illinois
$4.78M -$14.9K -170 -0.3%
ERWM
481
Elk River Wealth Management
Colorado
$4.76M +$322K +3,689 +7%
FA
482
FDx Advisors
Illinois
$4.73M +$406K +4,646 +9%
HT
483
Heritage Trust
Oklahoma
$4.72M +$794K +9,085 +20%
CIM
484
Contravisory Investment Management
Massachusetts
$4.7M -$37K -423 -0.8%
LSWM
485
Lorne Steinberg Wealth Management
Canada
$4.66M -$1.79M -20,510 -28%
Nomura Holdings
486
Nomura Holdings
Japan
$4.62M -$3.57M -43,262 -44%
LCM
487
Logan Capital Management
Pennsylvania
$4.59M +$1.24M +14,190 +37%
AFG
488
Albion Financial Group
Utah
$4.58M +$272K +3,115 +6%
HVIA
489
Hudson Valley Investment Advisors
New York
$4.57M -$113K -1,293 -2%
LGF
490
LGT Group Foundation
Liechtenstein
$4.57M -$708K -8,145 -13%
AWM
491
AE Wealth Management
Kansas
$4.56M +$2.14M +24,540 +89%
CIG
492
Consolidated Investment Group
Colorado
$4.51M – – –
BFPW
493
BOK Financial Private Wealth
Colorado
$4.5M +$40K +458 +0.9%
AWS
494
Atria Wealth Solutions
New York
$4.42M +$4.42M +50,628 New
TC
495
TownSquare Capital
Utah
$4.41M +$469K +5,367 +12%
KIG
496
Kessler Investment Group
Indiana
$4.4M -$22.5K -257 -0.5%
DGAM
497
Desjardins Global Asset Management
Quebec, Canada
$4.38M -$5.13M -58,707 -54%
VPIM
498
Vanguard Personalized Indexing Management
California
$4.34M +$564K +6,455 +15%
BCV
499
Banque Cantonale Vaudoise
Switzerland
$4.32M – – –
DA
500
DCM Advisors
New York
$4.32M -$597K -6,828 -12%
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