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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 %
SC
651
Stolper & Co
Oklahoma
$2.08M +$2.08M +23,840 New
CF
652
Centaurus Financial
California
$2.08M +$785K +8,982 +60%
IIA
653
IPG Investment Advisors
California
$2.08M +$959K +10,975 +86%
S
654
SignatureFD
Georgia
$2.08M +$36.3K +415 +2%
IA
655
IndexIQ Advisors
New York
$2.07M -$30.2K -346 -1%
ACP
656
Arcus Capital Partners
Georgia
$2.07M – – –
SCA
657
Snowden Capital Advisors
New York
$2.05M +$1.7M +19,411 +476%
AF
658
Arrow Financial
New York
$2.03M -$10.9K -125 -0.5%
TH
659
TCTC Holdings
Texas
$2.02M – – –
CGL
660
Clarius Group LLC
Washington
$2.01M – – –
SSG
661
Summit Securities Group
New York
$1.99M -$6.51M -74,470 -77%
GAM
662
Griffin Asset Management
New York
$1.99M +$135K +1,540 +7%
SWM
663
Spire Wealth Management
Virginia
$1.97M -$7.69K -88 -0.4%
CAM
664
Cacti Asset Management
Georgia
$1.95M – – –
CCFP
665
Charles Carroll Financial Partners
Massachusetts
$1.95M -$69.9K -800 -3%
MOS
666
MGO One Seven
Ohio
$1.95M -$78.6K -899 -4%
SF
667
Synovus Financial
Georgia
$1.94M -$252K -2,880 -12%
MGP
668
Metis Global Partners
California
$1.93M +$831K +9,510 +76%
DLG
669
Daniel L. Goodwin
$1.92M – – –
VFM
670
Viking Fund Management
North Dakota
$1.92M +$1.92M +22,000 New
SC
671
Savant Capital
Illinois
$1.92M +$58.8K +673 +3%
CMTU
672
Capital Markets Trading (UK)
United Kingdom
$1.91M +$1.91M +21,821 New
YIH
673
Y-Intercept (HK)
Hong Kong
$1.88M +$328K +3,749 +21%
AHC
674
Adell Harriman & Carpenter
Texas
$1.88M +$749K +8,575 +66%
CI
675
Capital International
California
$1.88M – – –
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