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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 %
OAM
751
Oak Asset Management
California
$1.38M +$4.37K +50 +0.3%
IB
752
Intrust Bank
Kansas
$1.37M -$22.5K -257 -2%
DPIM
753
Duff & Phelps Investment Management
Illinois
$1.36M – – –
MWM
754
Meridian Wealth Management
Kentucky
$1.36M -$20.9K -239 -2%
BWM
755
Buckley Wealth Management
Nevada
$1.35M +$269K +3,082 +25%
BFS
756
Bradley Foster & Sargent
Connecticut
$1.35M +$458K +5,241 +52%
AWM
757
Altium Wealth Management
New York
$1.34M -$22.2K -254 -2%
AFA
758
Abacus FCF Advisors
Florida
$1.34M -$104K -1,186 -7%
DI
759
Diligent Investors
California
$1.34M +$35.1K +402 +3%
CI
760
Conning Inc
Connecticut
$1.34M +$65.9K +754 +5%
AIS
761
AM Investment Strategies
Tennessee
$1.33M +$39.5K +452 +3%
LIM
762
Longfellow Investment Management
Massachusetts
$1.32M +$1.32M +15,122 New
RCIM
763
Red Cedar Investment Management
Michigan
$1.32M +$665K +7,615 +102%
AIM
764
Allen Investment Management
New York
$1.32M – – –
MAM
765
Mystic Asset Management
Rhode Island
$1.31M +$56.4K +645 +4%
KA
766
Kintegral Advisory
New York
$1.31M +$29.4K +336 +2%
BBA
767
Baader Bank Aktiengesellschaft
Germany
$1.31M – – –
OIM
768
Opus Investment Management
Massachusetts
$1.31M +$1.31M +15,000 New
TMAM
769
Tokio Marine Asset Management
Japan
$1.31M +$137K +1,562 +12%
ZIG
770
Zullo Investment Group
Pennsylvania
$1.3M +$2.01K +23 +0.2%
SFG
771
SevenBridge Financial Group
Pennsylvania
$1.29M -$88.9K -1,017 -6%
NEI
772
Northwest & Ethical Investments
Ontario, Canada
$1.29M +$76.8K +879 +6%
MPA
773
Marvin & Palmer Associates
Delaware
$1.29M -$9.25M -105,746 -88%
GIA
774
Gladstone Institutional Advisory
Florida
$1.29M +$377K +4,316 +41%
AFS
775
Aft Forsyth & Sober
Florida
$1.29M – – –
29 30
31
32 33