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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 %
HNB
526
Huntington National Bank
Ohio
$3.83M -$15K -172 -0.4%
CW
527
Connectus Wealth
Ohio
$3.82M -$2.16M -21,911 -36%
RAM
528
Roanoke Asset Management
New Jersey
$3.82M -$96.1K -1,100 -2%
JIC
529
Joel Isaacson & Co
New York
$3.82M +$2.25K +26 +0.1%
IAIM
530
Industrial Alliance Investment Management
Quebec, Canada
$3.81M -$172K -1,966 -4%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$3.79M -$480K -5,494 -11%
LFAS
532
Level Four Advisory Services
Texas
$3.79M +$96.4K +1,103 +3%
IFAM
533
Institutional & Family Asset Management
Colorado
$3.77M +$47.5K +543 +1%
RIM
534
Regent Investment Management
Kentucky
$3.75M +$122K +1,400 +3%
PP
535
Patten & Patten
Tennessee
$3.73M +$213K +2,432 +6%
HW
536
Hancock Whitney
Mississippi
$3.71M +$56.6K +648 +2%
PA
537
Parallel Advisors
California
$3.71M +$1.04M +11,505 +39%
CS
538
Comerica Securities
Michigan
$3.68M -$86K -984 -2%
EAM
539
Eagle Asset Management
Florida
$3.68M +$1.16M +13,309 +46%
KRSITF
540
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.66M +$333K +3,806 +10%
ADBIC
541
A.D. Beadell Investment Counsel
Wisconsin
$3.65M -$90.9K -1,040 -2%
SI
542
Stephens Inc
Arkansas
$3.64M +$270K +3,089 +8%
TAM
543
Tocqueville Asset Management
New York
$3.61M +$17.5K +200 +0.5%
AAS
544
Avantax Advisory Services
Texas
$3.59M +$368K +4,217 +11%
VAS
545
Vestmark Advisory Solutions
Massachusetts
$3.59M +$165K +1,892 +5%
DBT
546
Dubuque Bank & Trust
Iowa
$3.5M -$637K -7,293 -15%
LCH
547
Lee Capital Holdings
New York
$3.5M +$1.31M +15,000 +60%
MCM
548
Maltese Capital Management
New York
$3.5M +$874K +10,000 +33%
First Manhattan
549
First Manhattan
New York
$3.49M +$3.34M +38,265 +2,220%
LM
550
Lincluden Management
Ontario, Canada
$3.49M -$36.3K -415 -1%
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