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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 %
ICG
776
InterOcean Capital Group
Tennessee
$1.28M -$61K -698 -5%
CCA
777
Checchi Capital Advisers
California
$1.27M +$20.3K +232 +2%
WS
778
Wedbush Securities
California
$1.27M -$34.2K -391 -3%
CAG
779
Csenge Advisory Group
Florida
$1.27M +$7.61K +87 +0.6%
ATPW
780
Ashton Thomas Private Wealth
Arizona
$1.26M +$231K +2,641 +22%
PI
781
Parkside Investments
Illinois
$1.26M +$210K +2,400 +20%
ST
782
Somerset Trust
Pennsylvania
$1.25M +$7.86K +90 +0.6%
CFG
783
Citizens Financial Group
Rhode Island
$1.25M +$49K +561 +4%
TAM
784
Trust Asset Management
Texas
$1.25M +$5.59K +64 +0.5%
1SB
785
1ST Source Bank
Indiana
$1.24M +$50.7K +580 +4%
AWM
786
Apollon Wealth Management
South Carolina
$1.24M +$284K +3,248 +30%
UH
787
Unigestion Holding
Switzerland
$1.23M +$2.08K +23 +0.2%
DT
788
Diversified Trust
Tennessee
$1.22M +$203K +2,321 +20%
APWM
789
Atlas Private Wealth Management
New York
$1.22M +$15.7K +180 +1%
SCI
790
S&CO Inc
Massachusetts
$1.22M – – –
JC
791
JB Capital
Connecticut
$1.22M +$90.2K +1,031 +8%
GM
792
Granger Management
New York
$1.21M +$1.21M +13,887 New
MG
793
Mather Group
Illinois
$1.2M +$123K +1,411 +11%
LC
794
Lavaca Capital
Texas
$1.2M +$62.1K +710 +5%
KNW
795
Kesler Norman & Wride
Utah
$1.2M -$15.1K -173 -1%
CPO
796
Cerity Partners OCIO
New York
$1.2M +$65.9K +754 +6%
CWAG
797
Compton Wealth Advisory Group
Virginia
$1.2M +$86.5K +990 +8%
CA
798
Cetera Advisors
Colorado
$1.2M +$150K +1,717 +14%
SWM
799
SeaCrest Wealth Management
New York
$1.19M +$29.4K +337 +3%
PCM
800
Parsons Capital Management
Rhode Island
$1.18M -$76.1K -871 -6%
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