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Morgan Stanley
MS

Overview Fund Activity

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$506M
2
Morgan Stanley
Morgan Stanley
New York
+$364M
3
Capital International Investors
Capital International Investors
California
+$149M
4
Franklin Resources
Franklin Resources
California
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$589M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$541M
3
BlackRock
BlackRock
New York
-$436M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$259M
5
Bessemer Group
Bessemer Group
New Jersey
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
526
Synovus Financial
Georgia
$3.09M +$1.4M +18,421 +83%
XWM
527
Xcel Wealth Management
Florida
$3.05M +$154K +2,023 +5%
LCH
528
Lee Capital Holdings
New York
$3.04M – – –
MCM
529
Maltese Capital Management
New York
$3.04M – – –
First Manhattan
530
First Manhattan
New York
$3.04M -$6.24K -82 -0.2%
DA
531
DCM Advisors
New York
$3.01M -$748K -9,842 -20%
ADBIC
532
A.D. Beadell Investment Counsel
Wisconsin
$3.01M -$167K -2,200 -5%
DBT
533
Dubuque Bank & Trust
Iowa
$2.97M -$78.5K -1,032 -3%
AC
534
Asio Capital
Kentucky
$2.96M +$182K +2,390 +7%
LM
535
Lincluden Management
Ontario, Canada
$2.95M -$86.6K -1,139 -3%
TGAM
536
TBH Global Asset Management
Tennessee
$2.93M -$12.5K -164 -0.4%
CM
537
Caption Management
Oklahoma
$2.93M +$646K +8,500 +28%
SFI
538
Siemens Fonds Invest
Germany
$2.92M -$41.1K -541 -1%
UFG
539
United Fire Group
Iowa
$2.89M – – –
IAIM
540
Industrial Alliance Investment Management
Quebec, Canada
$2.89M -$432K -5,676 -13%
PA
541
Parallel Advisors
California
$2.86M -$261K -3,430 -8%
CAM
542
Cresset Asset Management
Illinois
$2.84M +$269K +3,756 +10%
AII
543
AGF Investments Inc
Ontario, Canada
$2.84M -$30.1M -395,632 -91%
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.82M -$754K -9,908 -21%
MNBTD
545
Moody National Bank Trust Division
Texas
$2.82M -$894K -11,752 -24%
LFM
546
LGT Fund Management
Liechtenstein
$2.81M -$761K -10,000 -21%
PFO
547
Pathstone Family Office
New Jersey
$2.8M -$8.67K -114 -0.3%
ECM
548
Everence Capital Management
Indiana
$2.8M – – –
EP
549
Edgestream Partners
New Jersey
$2.79M +$1.23M +16,224 +79%
SWM
550
Sculati Wealth Management
Michigan
$2.79M +$11.8K +155 +0.4%
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