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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 %
NFC
676
Northeast Financial Consultants
Connecticut
$1.88M +$184K +2,111 +11%
CC
677
Courier Capital
New York
$1.87M -$56.8K -650 -3%
AIC
678
Argus Investors Counsel
New York
$1.87M – – –
CCT
679
Chemung Canal Trust
New York
$1.87M -$418K -4,781 -18%
VI
680
Vestcor Inc
New Brunswick, Canada
$1.86M +$385K +4,399 +26%
CICI
681
Capital Investment Counsel Inc
North Carolina
$1.85M -$98.2K -1,124 -5%
TI
682
Tidal Investments
Wisconsin
$1.85M +$78.1K +894 +4%
CG
683
Caprock Group
Idaho
$1.85M -$44.4K -508 -2%
IRF
684
IBM Retirement Fund
New York
$1.84M -$139K -1,589 -7%
IA
685
IFG Advisory
Georgia
$1.83M -$89.7K -1,027 -5%
EIM
686
Essex Investment Management
Massachusetts
$1.82M -$259K -2,962 -12%
HIP
687
HUB Investment Partners
Texas
$1.82M +$316K +3,613 +21%
YWP
688
YorkBridge Wealth Partners
New York
$1.81M +$1.81M +20,694 New
ANRIA
689
American National Registered Investment Advisor
Texas
$1.81M -$62.6K -716 -3%
PA
690
Procyon Advisors
Connecticut
$1.81M +$34.2K +391 +2%
CIP
691
Convergence Investment Partners
Florida
$1.81M +$24.4K +279 +1%
WHG
692
Westwood Holdings Group
Texas
$1.8M +$113K +1,295 +7%
EP
693
Edgestream Partners
New Jersey
$1.79M -$357K -4,091 -17%
PMA
694
Prudent Man Advisors
Illinois
$1.79M -$128K -1,469 -7%
P
695
Pitcairn
Pennsylvania
$1.78M -$33.5K -383 -2%
DWM
696
Dakota Wealth Management
Florida
$1.78M +$498K +5,694 +39%
MAM
697
Meeder Asset Management
Ohio
$1.78M -$32K -366 -2%
GWMIA
698
Global Wealth Management Investment Advisory
Florida
$1.78M +$1.77M +20,302 +101,510%
UIA
699
UBP Investment Advisors
Switzerland
$1.76M +$13.1K +150 +0.8%
SWP
700
Stratos Wealth Partners
Ohio
$1.76M +$226K +2,589 +15%
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