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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 %
WPC
726
White Pine Capital
Minnesota
$1.38M +$14.5K +170 +1%
EIM
727
Essex Investment Management
Massachusetts
$1.38M -$74.5K -876 -5%
AIC
728
Argus Investors Counsel
New York
$1.38M +$6.8K +80 +0.5%
AIS
729
AM Investment Strategies
Tennessee
$1.38M +$9.86K +116 +0.7%
PA
730
Profund Advisors
Maryland
$1.38M +$113K +1,332 +9%
MWM
731
Meridian Wealth Management
Kentucky
$1.37M +$13.8K +162 +1%
AIM
732
Allen Investment Management
New York
$1.36M -$26.3K -309 -2%
CF
733
Centaurus Financial
California
$1.36M -$106K -1,244 -7%
CMTU
734
Capital Markets Trading (UK)
United Kingdom
$1.35M +$1.35M +15,928 New
WWM
735
Wolff Wiese Magana
California
$1.35M +$83.7K +985 +7%
BFIC
736
Bedell Frazier Investment Counselling
California
$1.35M -$42.5K -500 -3%
Luther King Capital Management (LKCM)
737
Luther King Capital Management (LKCM)
Texas
$1.34M -$28.8K -339 -2%
TAM
738
Trust Asset Management
Texas
$1.34M – – –
OPS
739
Orion Portfolio Solutions
Nebraska
$1.33M +$469K +5,515 +54%
NRS
740
Neville Rodie & Shaw
New York
$1.33M -$491K -5,775 -27%
CWM
741
Chesapeake Wealth Management
Virginia
$1.33M +$77.4K +910 +6%
BPCA
742
Bank Pictet & Cie (Asia)
Singapore
$1.33M +$159K +1,866 +14%
CAM
743
Covenant Asset Management
New Jersey
$1.33M +$1.1M +12,979 +495%
PAM
744
Paradigm Asset Management
New York
$1.33M +$1.33M +15,600 New
1SB
745
1ST Source Bank
Indiana
$1.33M -$16.2K -190 -1%
CI
746
Cigna Investments
Connecticut
$1.32M -$14.4K -169 -1%
MAM
747
Mystic Asset Management
Rhode Island
$1.32M -$850 -10 -0.1%
DWM
748
Dakota Wealth Management
Florida
$1.31M +$282K +3,312 +27%
FCI
749
Financial Counselors Inc
Kansas
$1.31M +$42K +494 +3%
BFS
750
Bradley Foster & Sargent
Connecticut
$1.31M -$11.2K -132 -0.9%
28 29
30
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