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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 %
HAIM
551
Hunter Associates Investment Management
Pennsylvania
$3.45M -$215K -2,459 -6%
CM
552
Castleark Management
Illinois
$3.43M – – –
SFI
553
Siemens Fonds Invest
Germany
$3.4M -$43.5K -498 -1%
TGAM
554
TBH Global Asset Management
Tennessee
$3.38M -$33.3K -381 -1%
SEC
555
Seven Eight Capital
New York
$3.36M -$1.03M -11,748 -23%
Assenagon Asset Management
556
Assenagon Asset Management
Luxembourg
$3.34M +$268K +3,062 +9%
XWM
557
Xcel Wealth Management
Florida
$3.33M +$219K +2,510 +7%
UFG
558
United Fire Group
Iowa
$3.32M – – –
KJHP
559
K.J. Harrison & Partners
Ontario, Canada
$3.31M -$1.91M -21,875 -37%
Los Angeles Capital Management
560
Los Angeles Capital Management
California
$3.28M +$606K +6,931 +23%
PFO
561
Pathstone Family Office
New Jersey
$3.24M -$86.8K -989 -3%
BFA
562
Brendel Financial Advisors
New Hampshire
$3.23M +$3.23M +146,022 New
ECM
563
Everence Capital Management
Indiana
$3.21M – – –
AC
564
Asio Capital
Kentucky
$3.2M +$1.56M +17,849 +95%
Lido Advisors
565
Lido Advisors
California
$3.19M +$317K +3,630 +11%
SWM
566
Sculati Wealth Management
Michigan
$3.19M +$27.5K +315 +0.9%
DAM
567
Deltec Asset Management
New York
$3.17M +$446K +5,100 +16%
RJT
568
Raymond James Trust
Florida
$3.15M +$326K +3,733 +12%
KIA
569
KCM Investment Advisors
California
$3.14M -$113K -1,288 -3%
Federated Hermes
570
Federated Hermes
Pennsylvania
$3.13M -$4.73M -54,074 -60%
BPA
571
Beacon Pointe Advisors
California
$3.12M +$1.87M +21,368 +149%
WI
572
Wintrust Investments
Illinois
$3.1M +$2.32M +26,223 +296%
FM
573
Foster & Motley
Ohio
$3.09M +$466K +5,331 +18%
BAM
574
Belpointe Asset Management
Nevada
$3.05M +$1.4M +16,078 +86%
DAS
575
Dynamic Advisor Solutions
Arizona
$3.03M +$208K +2,382 +7%
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