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Morgan Stanley
MS

Overview Fund Activity

1,667 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 603 increasing their positions, 621 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+94
Holders Change %
+5.98%
% of All Funds
26.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
214
Increased
603
Reduced
621
Closed
87
Calls
$3.02B
Puts
$3.22B
Net Calls
-$203M
Net Calls Change
+$461M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$746M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$589M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
Amundi
Amundi
France
+$88.1M
5
Morgan Stanley
Morgan Stanley
New York
+$87.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$700M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$600M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$454M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$273M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
526
Metis Global Partners
California
$3.36M +$1.7M +19,939 +102%
FDCDDQ
527
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.36M -$68.1K -801 -2%
MCM
528
Maltese Capital Management
New York
$3.35M -$17K -200 -0.5%
TCA
529
Transcend Capital Advisors
New Jersey
$3.28M -$888K -10,445 -21%
GT
530
Greenleaf Trust
Michigan
$3.27M +$20.2K +238 +0.6%
MNBTD
531
Moody National Bank Trust Division
Texas
$3.24M +$79.7K +937 +3%
LW
532
Linscomb Wealth
Texas
$3.24M +$599K +7,041 +23%
WJWM
533
Williams Jones Wealth Management
New York
$3.24M +$24.5K +288 +0.8%
SYBT
534
Stock Yards Bank & Trust
Kentucky
$3.24M +$147K +1,732 +5%
AC
535
Asio Capital
Kentucky
$3.23M -$109K -1,287 -3%
UFG
536
United Fire Group
Iowa
$3.23M – – –
LM
537
Lincluden Management
Ontario, Canada
$3.22M -$24K -282 -0.7%
SAM
538
Shell Asset Management
Netherlands
$3.19M -$555K -6,527 -15%
CCP
539
Clough Capital Partners
Massachusetts
$3.19M +$3.19M +37,500 New
FIA
540
Foundations Investment Advisors
Arizona
$3.18M +$1.79M +21,047 +128%
SWM
541
Sculati Wealth Management
Michigan
$3.18M -$136K -1,600 -4%
IAN
542
Integrated Advisors Network
Texas
$3.17M -$34K -400 -1%
DCM
543
Dupont Capital Management
Delaware
$3.17M -$1.98M -23,331 -39%
EF
544
Empirical Finance
Pennsylvania
$3.17M +$220K +2,582 +7%
IAIM
545
Industrial Alliance Investment Management
Quebec, Canada
$3.16M -$35.8K -421 -1%
XWM
546
Xcel Wealth Management
Florida
$3.15M -$701K -8,250 -18%
PP
547
Patten & Patten
Tennessee
$3.14M -$41.5K -488 -1%
LNWWM
548
Laird Norton Wetherby Wealth Management
California
$3.13M +$42.9K +505 +1%
GWMIA
549
Global Wealth Management Investment Advisory
Florida
$3.12M +$861K +10,128 +38%
IMCOOI
550
Investment Management Corp of Ontario (IMCO)
Canada
$3.12M +$3.12M +36,641 New
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