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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 %
RFC
651
Regions Financial Corp
Alabama
$1.75M -$62.4K -820 -3%
SCA
652
Snowden Capital Advisors
New York
$1.75M -$32.2K -424 -2%
MAM
653
Morse Asset Management
Connecticut
$1.75M -$760K -9,990 -30%
BONH
654
Bank of New Hampshire
New Hampshire
$1.73M -$120K -1,578 -6%
GAM
655
Griffin Asset Management
New York
$1.71M -$16.1K -212 -0.9%
HAG
656
HighPoint Advisor Group
Illinois
$1.7M +$1.7M +22,573 New
CCA
657
Checchi Capital Advisers
California
$1.7M +$479K +5,678 +39%
CCM
658
CAAS Capital Management
New York
$1.69M +$1.69M +22,157 New
AWP
659
Ascent Wealth Partners
New York
$1.68M +$251K +3,290 +18%
CAM
660
Cacti Asset Management
Georgia
$1.67M – – –
DLG
661
Daniel L. Goodwin
$1.67M – – –
AF
662
Arrow Financial
New York
$1.67M -$97K -1,275 -5%
CC
663
Courier Capital
New York
$1.67M +$36.2K +476 +2%
NFC
664
Northeast Financial Consultants
Connecticut
$1.66M +$29.1K +383 +2%
CK
665
Cohen Klingenstein
New York
$1.66M -$730K -9,600 -31%
SC
666
Savant Capital
Illinois
$1.65M -$19.2K -253 -1%
AW
667
Alaethes Wealth
Nevada
$1.64M +$113K +1,480 +7%
CI
668
Capital International
California
$1.64M – – –
AIC
669
Argus Investors Counsel
New York
$1.63M – – –
CIA
670
Capital Investment Advisors
Georgia
$1.62M +$108K +1,415 +7%
CICI
671
Capital Investment Counsel Inc
North Carolina
$1.61M +$152 +2 +0%
DAM
672
Deltec Asset Management
New York
$1.6M -$1.16M -15,300 -42%
OIM
673
Opus Investment Management
Massachusetts
$1.6M +$456K +6,000 +40%
PA
674
Procyon Advisors
Connecticut
$1.59M +$21K +276 +1%
SWP
675
Stratos Wealth Partners
Ohio
$1.58M +$53.9K +708 +4%
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