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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 %
CCP
676
Cunning Capital Partners
North Carolina
$1.69M – – –
AW
677
Alaethes Wealth
Nevada
$1.68M -$220K -2,592 -12%
BIM
678
Baldwin Investment Management
Pennsylvania
$1.68M -$37.8K -445 -2%
SFA
679
Sequoia Financial Advisors
Ohio
$1.67M -$444K -5,223 -21%
CM
680
Castleark Management
Illinois
$1.67M – – –
SCA
681
Snowden Capital Advisors
New York
$1.66M -$191K -2,242 -10%
BBHC
682
Brown Brothers Harriman & Co
New York
$1.64M -$95.9K -1,128 -6%
MWM
683
Modera Wealth Management
New Jersey
$1.62M +$2.3K +27 +0.1%
HIA
684
Harvest Investment Advisors
Florida
$1.62M +$1.62M +19,029 New
CG
685
Caprock Group
Idaho
$1.62M -$510 -6 -0%
DAM
686
Deltec Asset Management
New York
$1.62M -$170K -2,000 -10%
UCFA
687
United Capital Financial Advisors
Texas
$1.61M +$255K +3,001 +19%
FFM
688
Forum Financial Management
Illinois
$1.61M +$18.5K +218 +1%
BCM
689
Brasada Capital Management
Texas
$1.6M +$16.4K +193 +1%
LIM
690
Leavell Investment Management
Alabama
$1.6M -$264K -3,109 -14%
DEA
691
DoubleLine ETF Adviser
Florida
$1.58M +$1.58M +18,603 New
VF
692
Virtu Financial
New York
$1.57M +$559K +6,568 +55%
IIL
693
Insight Inv LLC
California
$1.56M +$17.6K +207 +1%
P
694
Pitcairn
Pennsylvania
$1.56M -$19.5K -229 -1%
AIM
695
Acropolis Investment Management
Missouri
$1.55M +$765 +9 +0%
AFM
696
Abbot Financial Management
Massachusetts
$1.54M -$74.4K -875 -5%
PF
697
Phoenix Financial
Israel
$1.54M -$1.16M -13,682 -43%
CG
698
Colony Group
Massachusetts
$1.54M +$827K +9,727 +117%
CA
699
CoreCap Advisors
Michigan
$1.53M +$195K +2,298 +15%
NL
700
NVWM LLC
Pennsylvania
$1.52M +$2.04K +24 +0.1%
26 27
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