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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 %
PMA
626
Prudent Man Advisors
Illinois
$2M +$208K +2,445 +12%
PAG
627
Private Advisor Group
New Jersey
$1.99M +$133K +6,082 +7%
ET
628
Equitable Trust
Tennessee
$1.99M -$28K -329 -1%
SC
629
Stolper & Co
Oklahoma
$1.97M -$349K -4,108 -15%
TH
630
TCTC Holdings
Texas
$1.96M – – –
CIP
631
Convergence Investment Partners
Florida
$1.96M +$208K +2,445 +12%
CCM
632
CAAS Capital Management
New York
$1.93M +$1.93M +22,700 New
CGL
633
Clarius Group LLC
Washington
$1.93M +$63.5K +747 +3%
MOS
634
MGO One Seven
Ohio
$1.91M +$192K +2,254 +11%
UAS
635
United Asset Strategies
New York
$1.91M +$170K +1,995 +10%
Verition Fund Management
636
Verition Fund Management
Connecticut
$1.9M +$1.53K +18 +0.1%
PA
637
Procyon Advisors
Connecticut
$1.9M +$231K +2,714 +14%
SW
638
SVB Wealth
Massachusetts
$1.88M -$80.8K -950 -4%
SLI
639
Sumitomo Life Insurance
Japan
$1.88M -$38K -447 -2%
AWM
640
Apollon Wealth Management
South Carolina
$1.87M +$156K +1,833 +9%
CAM
641
Cacti Asset Management
Georgia
$1.87M – – –
DLG
642
Daniel L. Goodwin
$1.87M – – –
AWP
643
Ascent Wealth Partners
New York
$1.86M +$109K +1,278 +6%
AF
644
Arrow Financial
New York
$1.86M -$6.55K -77 -0.4%
CICI
645
Capital Investment Counsel Inc
North Carolina
$1.86M +$15.1K +178 +0.8%
CK
646
Cohen Klingenstein
New York
$1.85M – – –
SC
647
Savant Capital
Illinois
$1.85M +$57K +672 +3%
IWC
648
Integrated Wealth Concepts
Massachusetts
$1.85M -$204K -2,394 -10%
PI
649
PGGM Investments
Netherlands
$1.85M +$340K +4,002 +23%
HCCM
650
Hudson Canyon Capital Management
New York
$1.85M -$117K -1,373 -6%
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