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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 %
HAIM
576
Hunter Associates Investment Management
Pennsylvania
$2.61M -$216K -2,537 -8%
VI
577
Vestcor Inc
New Brunswick, Canada
$2.6M -$31.1K -366 -1%
GF
578
Gries Financial
Ohio
$2.58M +$831K +9,773 +47%
Lazard Asset Management
579
Lazard Asset Management
New York
$2.58M +$1.12M +13,174 +77%
QCM
580
Quantinno Capital Management
New York
$2.56M +$1.15M +13,518 +81%
GFA
581
Gifford Fong Associates
California
$2.55M – – –
LD
582
Lipe & Dalton
New York
$2.55M -$72.1K -848 -3%
CWP
583
Cyndeo Wealth Partners
Florida
$2.54M +$2.54M +29,900 New
DBT
584
Dubuque Bank & Trust
Iowa
$2.53M -$544K -6,401 -18%
PAM
585
Palisade Asset Management
Minnesota
$2.52M +$44.4K +522 +2%
LI
586
LMCG Investments
Massachusetts
$2.51M -$75.8K -891 -3%
CAM
587
Carret Asset Management
New York
$2.5M -$5.95K -70 -0.2%
CSS
588
Cubist Systematic Strategies
Connecticut
$2.49M -$4.45M -52,344 -64%
Pacer Advisors
589
Pacer Advisors
Pennsylvania
$2.47M +$285K +3,354 +13%
TRCT
590
Tower Research Capital (TRC)
New York
$2.41M -$8.43M -99,166 -78%
MAM
591
Morse Asset Management
Connecticut
$2.41M +$186K +2,185 +8%
RWM
592
Ritholtz Wealth Management
New York
$2.4M -$615K -7,237 -20%
LWCFA
593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.4M -$1.19K -14 -0%
AWM
594
Axxcess Wealth Management
California
$2.39M -$61.6K -724 -3%
CC
595
Centiva Capital
New York
$2.39M +$214K +2,522 +10%
HI
596
Hoey Investments
Pennsylvania
$2.37M -$317K -3,725 -12%
UHC
597
Union Heritage Capital
Michigan
$2.36M – – –
S
598
SignatureFD
Georgia
$2.34M -$5.61K -66 -0.2%
CI
599
Carroll Investors
South Carolina
$2.32M -$5.36K -63 -0.2%
VVP
600
Venture Visionary Partners
Ohio
$2.3M -$10.6K -125 -0.5%
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