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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 %
MPM
601
Meritage Portfolio Management
Kansas
$2.66M +$2.66M +30,438 New
KPWS
602
Kestra Private Wealth Services
Texas
$2.63M +$570K +6,523 +28%
CM
603
Caption Management
Oklahoma
$2.62M -$874K -10,000 -25%
GFA
604
Gifford Fong Associates
California
$2.62M – – –
VanEck Associates
605
VanEck Associates
New York
$2.61M +$330K +3,774 +14%
FTDI
606
First Trust Direct Indexing
Massachusetts
$2.56M +$268K +3,067 +12%
PCM
607
Prelude Capital Management
New York
$2.55M -$938K -10,732 -27%
OAM
608
Occidental Asset Management
California
$2.54M +$9.61K +110 +0.4%
PAM
609
Palisade Asset Management
Minnesota
$2.53M – – –
EFS
610
Essex Financial Services
Connecticut
$2.53M -$3.51M -40,116 -58%
CAM
611
Carret Asset Management
New York
$2.52M +$98.8K +1,130 +4%
ET
612
Equitable Trust
Tennessee
$2.49M -$53.8K -615 -2%
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.48M +$149K +1,705 +6%
VVP
614
Venture Visionary Partners
Ohio
$2.46M -$54.1K -619 -2%
PP
615
Paloma Partners
Connecticut
$2.46M -$5.35M -61,228 -69%
PAS
616
Park Avenue Securities
New York
$2.46M -$2.97K -34 -0.1%
LNC
617
Lincoln National Corp
Pennsylvania
$2.43M +$203K +2,348 +9%
EF
618
Empirical Finance
Pennsylvania
$2.43M +$250K +2,863 +12%
UHC
619
Union Heritage Capital
Michigan
$2.43M – – –
WJWM
620
Williams Jones Wealth Management
New York
$2.41M -$485K -5,546 -17%
FDS
621
Freedom Day Solutions
Texas
$2.4M -$85K -973 -3%
DCM
622
Dimension Capital Management
Florida
$2.37M -$4.72K -54 -0.2%
CANC
623
Culbertson A N & Co
Virginia
$2.34M +$236K +2,700 +11%
GDP
624
Great Diamond Partners
Maine
$2.34M -$745K -8,523 -24%
DTL
625
Dynamic Technology Lab
Singapore
$2.33M +$2.33M +26,687 New
23 24
25
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