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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 %
AW
701
Alaethes Wealth
Nevada
$1.76M +$32K +366 +2%
CCP
702
Clarkston Capital Partners
Michigan
$1.75M +$873K +9,991 +99%
Kovitz Investment Group Partners
703
Kovitz Investment Group Partners
Illinois
$1.74M -$293K -3,350 -14%
CIA
704
Capital Investment Advisors
Georgia
$1.73M +$54.8K +627 +3%
Balyasny Asset Management
705
Balyasny Asset Management
Illinois
$1.73M +$1.73M +19,828 New
PA
706
Profund Advisors
Maryland
$1.73M -$178K -2,035 -9%
CT
707
Coastline Trust
Rhode Island
$1.73M +$293K +3,350 +20%
WIS
708
Wright Investors Service
Connecticut
$1.72M +$216K +2,476 +14%
H6H
709
Hightower 6M Holding
Kansas
$1.72M +$1.72M +19,695 New
MWM
710
Modera Wealth Management
New Jersey
$1.69M -$1.3M -14,920 -44%
BDF
711
Balasa Dinverno & Foltz
$1.67M -$5.42K -62 -0.3%
AFM
712
Abbot Financial Management
Massachusetts
$1.67M -$52.4K -600 -3%
Lazard Asset Management
713
Lazard Asset Management
New York
$1.66M -$246K -2,813 -13%
AWP
714
Ascent Wealth Partners
New York
$1.64M +$1.64M +18,701 New
RBA
715
Richard Bernstein Advisors
New York
$1.61M – – –
SFA
716
Sequoia Financial Advisors
Ohio
$1.6M -$112K -2,080 -7%
IFWM
717
Institute for Wealth Management
Colorado
$1.59M +$27.3K +312 +2%
BCM
718
Brasada Capital Management
Texas
$1.59M +$128K +1,461 +9%
MCM
719
MAI Capital Management
Ohio
$1.59M -$141K -1,611 -8%
Cerity Partners
720
Cerity Partners
New York
$1.58M -$1.91M -21,907 -55%
IIL
721
Insight Inv LLC
California
$1.58M -$11.8K -135 -0.7%
AIM
722
Acropolis Investment Management
Missouri
$1.57M +$525 +6 +0%
WWM
723
Western Wealth Management
Colorado
$1.57M +$828K +9,470 +111%
MP
724
McDonald Partners
Ohio
$1.57M +$1.57M +17,912 New
LIM
725
Leavell Investment Management
Alabama
$1.56M +$157K +1,800 +11%
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