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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 %
SFI
551
Siemens Fonds Invest
Germany
$3.09M -$5.1K -60 -0.2%
AIMC
552
Alley Investment Management Company
Illinois
$3.06M +$3.06M +36,039 New
AGC
553
Aspen Grove Capital
Colorado
$3.05M +$3.05M +35,921 New
GWM
554
Geneos Wealth Management
Colorado
$3.03M +$197K +2,321 +7%
MTIM
555
Marathon Trading Investment Management
Pennsylvania
$3.01M +$3.01M +35,371 New
HWM
556
HB Wealth Management
Georgia
$3.01M +$114K +1,335 +4%
KIA
557
KCM Investment Advisors
California
$2.98M +$82.3K +968 +3%
OCA
558
Otter Creek Advisors
Florida
$2.98M +$2.98M +35,000 New
BFPW
559
BOK Financial Private Wealth
Colorado
$2.96M -$26.8K -315 -0.9%
HW
560
Hancock Whitney
Mississippi
$2.94M -$137K -1,616 -4%
TGAM
561
TBH Global Asset Management
Tennessee
$2.9M -$290K -3,413 -9%
MPM
562
Meritage Portfolio Management
Kansas
$2.89M +$112K +1,321 +4%
RJT
563
Raymond James Trust
Florida
$2.83M +$9.52K +112 +0.3%
PWMG
564
Pinnacle Wealth Management Group
Michigan
$2.81M -$12.8K -150 -0.5%
RL
565
RPO LLC
Connecticut
$2.8M -$1.42M -16,677 -34%
VanEck Associates
566
VanEck Associates
New York
$2.78M +$203K +2,382 +8%
Federated Hermes
567
Federated Hermes
Pennsylvania
$2.77M +$16.7K +197 +0.6%
NIM
568
Northeast Investment Management
Massachusetts
$2.75M +$75.6K +889 +3%
CTI
569
Community Trust & Investment
Kentucky
$2.74M -$85.6K -1,007 -3%
CT
570
Coastline Trust
Rhode Island
$2.71M -$83.7K -985 -3%
Lido Advisors
571
Lido Advisors
California
$2.7M +$125K +1,469 +5%
CHC
572
City Holding Co
West Virginia
$2.69M +$25.9K +305 +1%
SP
573
Symmetry Partners
Connecticut
$2.66M -$110K -1,295 -4%
OAM
574
Occidental Asset Management
California
$2.64M +$47.6K +560 +2%
MYLI
575
Meiji Yasuda Life Insurance
Japan
$2.62M -$288K -3,391 -10%
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