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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 %
BCA
576
Bernzott Capital Advisors
California
$2.48M +$2.48M +32,595 New
SP
577
Symmetry Partners
Connecticut
$2.48M -$55.7K -733 -2%
AWS
578
Atria Wealth Solutions
New York
$2.47M -$1.38M -18,121 -36%
CII
579
Capital International Inc
California
$2.46M -$22.4K -295 -0.9%
CTI
580
Community Trust & Investment
Kentucky
$2.45M +$97.6K +1,283 +4%
CT
581
Coastline Trust
Rhode Island
$2.4M +$897K +11,791 +60%
IAA
582
Independent Advisor Alliance
North Carolina
$2.4M -$48K -631 -2%
NIM
583
Northeast Investment Management
Massachusetts
$2.39M +$3.35K +44 +0.1%
VI
584
Vestcor Inc
New Brunswick, Canada
$2.37M +$746K +9,803 +46%
LI
585
LMCG Investments
Massachusetts
$2.36M +$2.36M +31,062 New
MPM
586
Meritage Portfolio Management
Kansas
$2.35M +$33.5K +441 +1%
LD
587
Lipe & Dalton
New York
$2.35M +$152 +2 +0%
VanEck Associates
588
VanEck Associates
New York
$2.33M +$62.5K +822 +3%
NO
589
Ninety One
South Africa
$2.32M -$16.4M -217,885 -88%
Lido Advisors
590
Lido Advisors
California
$2.32M -$460K -6,051 -17%
CHC
591
City Holding Co
West Virginia
$2.3M +$417K +5,483 +22%
GFA
592
Gifford Fong Associates
California
$2.28M – – –
SMG
593
Spectrum Management Group
Indiana
$2.27M -$2.38M -31,258 -51%
BRWA
594
B. Riley Wealth Advisors
Florida
$2.26M +$375K +4,933 +20%
CAM
595
Carret Asset Management
New York
$2.24M +$49.1K +645 +2%
ACM
596
AlphaCrest Capital Management
New York
$2.24M -$9.27M -121,921 -81%
EF
597
Empirical Finance
Pennsylvania
$2.23M +$116K +1,530 +6%
OAM
598
Occidental Asset Management
California
$2.22M +$6.92K +91 +0.3%
RIM
599
Redpoint Investment Management
Australia
$2.2M -$288K -3,789 -12%
PAM
600
Palisade Asset Management
Minnesota
$2.2M -$1.83K -24 -0.1%
22 23
24
25 26