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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 %
DCM
701
Decatur Capital Management
Georgia
$1.51M – – –
ADBIC
702
A.D. Beadell Investment Counsel
Wisconsin
$1.51M – – –
IB
703
Intrust Bank
Kansas
$1.5M +$21.3K +250 +1%
CCFP
704
Charles Carroll Financial Partners
Massachusetts
$1.49M -$115K -1,350 -7%
CCT
705
Chemung Canal Trust
New York
$1.48M -$60.8K -715 -4%
RIM
706
Redwood Investment Management
Arizona
$1.48M -$134K -1,581 -8%
SAI
707
Systematic Alpha Investments
New Jersey
$1.47M – – –
TIA
708
Trust Investment Advisors
Indiana
$1.47M -$14K -165 -0.9%
EH
709
Equitable Holdings
New York
$1.47M +$166K +1,954 +13%
IFWM
710
Institute for Wealth Management
Colorado
$1.46M -$71.8K -845 -5%
SCM
711
Shelton Capital Management
Colorado
$1.45M -$10.3M -121,275 -88%
VT
712
Vise Technologies
New York
$1.45M +$198K +2,324 +16%
CCA
713
Checchi Capital Advisers
California
$1.45M -$10.9K -128 -0.7%
CFB
714
Cullen/Frost Bankers
Texas
$1.45M -$15.1K -178 -1%
MFG
715
Merit Financial Group
Georgia
$1.44M +$1.7K +20 +0.1%
OAM
716
Oak Asset Management
California
$1.44M -$2.13K -25 -0.1%
SA
717
Strategic Advisors
New York
$1.44M +$595 +7 +0%
AA
718
Altman Advisors
Illinois
$1.43M -$51.9K -580 -3%
USCWA
719
U.S. Capital Wealth Advisors
Texas
$1.42M +$255 +3 +0%
WSFS
720
Wilmington Savings Fund Society
Delaware
$1.41M -$6.88K -81 -0.5%
SCM
721
Saba Capital Management
New York
$1.41M -$3.91M -46,042 -74%
PCIA
722
Prime Capital Investment Advisors
Kansas
$1.41M -$887K -10,430 -39%
QCG
723
Quadrant Capital Group
Ohio
$1.4M +$315K +3,702 +29%
DGAM
724
Desjardins Global Asset Management
Quebec, Canada
$1.4M -$653K -7,683 -32%
CWM
725
Congress Wealth Management
Massachusetts
$1.39M -$5.19K -61 -0.4%
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