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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 %
IMC Chicago
576
IMC Chicago
Illinois
$3M +$95.4K +1,091 +3%
CK
577
Cohen Klingenstein
New York
$2.96M – – –
GWM
578
Geneos Wealth Management
Colorado
$2.96M +$583K +6,677 +25%
AIA
579
Affinity Investment Advisors
California
$2.95M -$158K -1,807 -5%
GT
580
Greenleaf Trust
Michigan
$2.94M -$34.2K -391 -1%
AF
581
Alerus Financial
North Dakota
$2.92M -$2.67M -30,514 -48%
SP
582
Symmetry Partners
Connecticut
$2.91M – – –
BAMF
583
BI Asset Management Fondsmaeglerselskab
Denmark
$2.91M -$3.44M -39,308 -54%
PWMG
584
Pinnacle Wealth Management Group
Michigan
$2.9M +$66.9K +765 +2%
IAN
585
Integrated Advisors Network
Texas
$2.9M +$715K +8,186 +33%
CAM
586
Cresset Asset Management
Illinois
$2.9M -$112K -1,387 -4%
AWA
587
Aaron Wealth Advisors
Illinois
$2.89M +$2.85M +249,354 +7,931%
MAM
588
Morse Asset Management
Connecticut
$2.88M -$796K -9,105 -22%
VMPIC
589
Varma Mutual Pension Insurance Co
Finland
$2.88M – – –
RIM
590
Redpoint Investment Management
Australia
$2.86M – – –
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$2.85M -$81.2K -929 -3%
CII
592
Capital International Inc
California
$2.85M +$322K +3,679 +13%
AAM
593
Aureus Asset Management
Massachusetts
$2.85M +$290K +3,319 +11%
PCOC
594
Power Corp of Canada
Canada
$2.82M +$2.82M +32,205 New
IAA
595
Independent Advisor Alliance
North Carolina
$2.81M +$495K +5,668 +21%
CIC
596
Chase Investment Counsel
Virginia
$2.81M -$111K -1,269 -4%
NIM
597
Northeast Investment Management
Massachusetts
$2.74M -$343K -3,926 -11%
CTI
598
Community Trust & Investment
Kentucky
$2.71M +$310K +3,548 +13%
NL
599
NVWM LLC
Pennsylvania
$2.7M +$1.27M +14,535 +89%
LD
600
Lipe & Dalton
New York
$2.69M -$30.5K -349 -1%
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