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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 %
JWM
501
Jupiter Wealth Management
Colorado
$4.31M -$2.36M -26,968 -35%
DCM
502
Donaldson Capital Management
Indiana
$4.31M +$355K +4,061 +9%
FHB
503
First Hawaiian Bank
Hawaii
$4.29M +$58.8K +673 +1%
CM
504
Churchill Management
California
$4.29M +$4.29M +49,028 New
PWP
505
Private Wealth Partners
California
$4.27M -$266K -3,045 -6%
SPIA
506
Steward Partners Investment Advisory
New York
$4.27M +$756K +8,650 +22%
MNBTD
507
Moody National Bank Trust Division
Texas
$4.27M -$549K -6,281 -11%
CCP
508
Corient Capital Partners
California
$4.24M +$7.95K +91 +0.2%
SW
509
SkyOak Wealth
Michigan
$4.24M +$63.4K +725 +2%
CP
510
Cumberland Partners
Ontario, Canada
$4.22M -$992K -11,350 -19%
TCA
511
Transcend Capital Advisors
New Jersey
$4.21M +$7.08K +81 +0.2%
HCMT
512
Highland Capital Management (Tennessee)
Tennessee
$4.21M +$3.94M +45,040 +1,453%
V
513
Veritable
Delaware
$4.12M +$125K +1,435 +3%
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11M +$124K +1,423 +3%
LFM
515
LGT Fund Management
Liechtenstein
$4.09M -$4M -46,000 -49%
MLM
516
Mount Lucas Management
Pennsylvania
$4.09M -$384K -4,391 -9%
SPC
517
Sigma Planning Corp
Michigan
$4.05M +$623K +7,127 +18%
IIM
518
Intact Investment Management
Quebec, Canada
$4.01M +$2.66M +30,400 +196%
AP
519
Advisor Partners
California
$4M +$9.35K +107 +0.2%
BIMC
520
Benson Investment Management Company
Virginia
$3.98M +$10.5K +120 +0.3%
VNIM
521
Vaughan Nelson Investment Management
Texas
$3.97M +$719K +8,225 +22%
MFA
522
Mayflower Financial Advisors
Massachusetts
$3.95M +$40.7K +466 +1%
Squarepoint
523
Squarepoint
New York
$3.91M -$4.53M -51,822 -54%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$3.86M +$34K +389 +0.9%
KWA
525
KCS Wealth Advisory
California
$3.84M +$111K +1,274 +3%
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