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Morgan Stanley
MS

Overview Fund Activity

1,573 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 632 increasing their positions, 604 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.5%
New
107
Increased
632
Reduced
604
Closed
106
Calls
$2.31B
Puts
$2.97B
Net Calls
-$664M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$892M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$617M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$594M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$386M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$139M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$446M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$385M
3
BlackRock
BlackRock
New York
-$298M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
5
Norges Bank
Norges Bank
Norway
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
776
Conning Inc
Connecticut
$1.08M -$125K -1,579 -10%
Boston Partners
777
Boston Partners
Massachusetts
$1.07M +$21.4K +271 +2%
EVC
778
Eidelman Virant Capital
Missouri
$1.07M – – –
HCM
779
Howland Capital Management
Massachusetts
$1.07M – – –
SIA
780
Strategic Investment Advisors
Michigan
$1.07M -$60.2K -762 -5%
SFM
781
Systematic Financial Management
New Jersey
$1.07M – – –
EM
782
Excalibur Management
Massachusetts
$1.07M -$2.45K -31 -0.2%
HI
783
Horizon Investments
North Carolina
$1.07M +$120K +1,536 +13%
IRC
784
Investors Research Corp
Georgia
$1.06M – – –
WE
785
Wealth Effects
Massachusetts
$1.05M -$1.11K -14 -0.1%
LSAG
786
Lake Street Advisors Group
New Hampshire
$1.05M -$22.4K -284 -2%
APWM
787
Atlas Private Wealth Management
New York
$1.04M +$42.4K +536 +4%
CFG
788
Citizens Financial Group
Rhode Island
$1.04M -$38.4K -486 -4%
WW
789
Waterfront Wealth
Kansas
$1.04M -$123K -1,494 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
790
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.03M +$198K +2,500 +24%
FMAEN1
791
Fund Management at Engine No 1
California
$1.02M -$99.3K -1,257 -9%
FF
792
FourThought Financial
Florida
$1.02M -$19.4K -245 -2%
FNT
793
First National Trust
Pennsylvania
$1.01M -$1.5K -19 -0.1%
WT
794
Whittier Trust
California
$1.01M +$45.8K +580 +5%
DWT
795
Dorsey & Whitney Trust
South Dakota
$1.01M +$8.15K +103 +0.8%
QCG
796
Quadrant Capital Group
Ohio
$1.01M +$79.8K +1,011 +9%
NEI
797
Northwest & Ethical Investments
Ontario, Canada
$1M -$143K -1,809 -12%
AIA
798
Affinity Investment Advisors
California
$1M -$1.73M -21,863 -63%
GG
799
Golden Green
South Carolina
$998K -$33.2K -420 -3%
SACTSONJ
800
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$996K – – –
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32
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