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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 %
OR
726
Olympiad Research
Connecticut
$1.32M +$55K +723 +4%
SAI
727
Systematic Alpha Investments
New Jersey
$1.32M – – –
LP
728
Lloyd Park
Illinois
$1.31M +$1.31M +17,200 New
NL
729
NVWM LLC
Pennsylvania
$1.3M -$1.04M -13,730 -44%
CI
730
Cigna Investments
Connecticut
$1.29M -$545K -7,167 -30%
SA
731
Strategic Advisors
New York
$1.27M +$456 +6 +0%
WSFS
732
Wilmington Savings Fund Society
Delaware
$1.27M -$51K -670 -4%
AIM
733
Allen Investment Management
New York
$1.27M +$120K +1,573 +10%
AWM
734
Altium Wealth Management
New York
$1.27M +$98.1K +1,289 +8%
IB
735
Intrust Bank
Kansas
$1.26M +$72.3K +951 +6%
CFB
736
Cullen/Frost Bankers
Texas
$1.26M -$38.8K -510 -3%
MWM
737
Meridian Wealth Management
Kentucky
$1.25M +$73.5K +966 +6%
Nomura Holdings
738
Nomura Holdings
Japan
$1.22M -$2.86M -39,255 -70%
DT
739
Diversified Trust
Tennessee
$1.22M +$154K +2,022 +14%
AIS
740
AM Investment Strategies
Tennessee
$1.21M +$60K +789 +5%
1SB
741
1ST Source Bank
Indiana
$1.21M +$130K +1,705 +12%
WPC
742
White Pine Capital
Minnesota
$1.21M -$108K -1,425 -8%
BFS
743
Bradley Foster & Sargent
Connecticut
$1.19M +$16.7K +219 +1%
DPIM
744
Duff & Phelps Investment Management
Illinois
$1.19M – – –
BWM
745
Buckley Wealth Management
Nevada
$1.18M -$2.74K -36 -0.2%
CPO
746
Cerity Partners OCIO
New York
$1.17M +$126K +1,658 +12%
VIA
747
Vident Investment Advisory
Georgia
$1.17M -$30K -394 -2%
KA
748
Kintegral Advisory
New York
$1.17M +$24.7K +325 +2%
MAM
749
Mystic Asset Management
Rhode Island
$1.17M +$22.4K +295 +2%
SC
750
SouthState Corp
Florida
$1.16M -$85K -1,117 -7%
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