Morgan Stanley
1,676 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 606 increasing their positions, 625 reducing their positions, and 89 closing their positions.
143% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 89
14% more funds holding in top 10
Funds holding in top 10: 29 → 33 (+4)
6% more capital invested
Capital invested by funds: $113B → $120B (+$7.09B)
6% more funds holding
Funds holding: 1,582 → 1,676 (+94)
0.14% more ownership
Funds ownership: 83.47% → 83.61% (+0.14%)
3% less repeat investments, than reductions
Existing positions increased: 606 | Existing positions reduced: 625
6% less call options, than puts
Call options by funds: $3.02B | Put options by funds: $3.22B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$748M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$590M |
| 3 |
JP Morgan Chase
New York
|
+$156M |
| 4 |
Morgan Stanley
New York
|
+$87.9M |
| 5 |
Amundi
Paris,
France
|
+$84.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$702M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$602M |
| 3 |
Eagle Capital Management (New York)
New York
|
-$455M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$274M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$219M |
MS Hedge Fund Activity: Q4 2022 in Review
1,676 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2022, worth a combined $120B — up 6.3% from $113B a quarter earlier.
Buyers outnumbered sellers: 216 funds opened new MS positions and 89 closed out — a net gain of 127 holders — while 606 added to existing stakes and 625 trimmed.
The largest buyer was Capital World Investors, adding an estimated $748M. The largest seller was Janus Henderson Group, cutting an estimated $702M.
- 1,676 institutional investors held Morgan Stanley (MS) as of Q4 2022, up from 1,582 in Q3 2022.
- Funds reported $120B of Morgan Stanley stock for Q4 2022, up 6.3% quarter-over-quarter.
- 216 funds opened new Morgan Stanley positions in Q4 2022 and 89 closed out, a net change of +127 holders.
- The largest Morgan Stanley buyer in Q4 2022 was Capital World Investors, an estimated $748M added.
- The largest Morgan Stanley seller in Q4 2022 was Janus Henderson Group, an estimated $702M sold.
Based on aggregated 13F filings for Q4 2022.