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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 %
EM
801
Excalibur Management
Massachusetts
$1.18M -$7.08K -81 -0.6%
ARMT
802
Amica Retiree Medical Trust
Rhode Island
$1.18M -$81.3K -931 -6%
IA
803
Icon Advisers
Colorado
$1.18M -$8.74K -100 -0.7%
SFM
804
Systematic Financial Management
New Jersey
$1.18M – – –
FI
805
Fractal Investments
Connecticut
$1.18M -$666K -7,623 -36%
FF
806
FourThought Financial
Florida
$1.18M -$23K -263 -2%
AC
807
Abbrea Capital
California
$1.18M -$2.19K -25 -0.2%
IRC
808
Investors Research Corp
Georgia
$1.17M – – –
LSAG
809
Lake Street Advisors Group
New Hampshire
$1.17M +$112K +1,287 +11%
GG
810
Golden Green
South Carolina
$1.16M +$892K +10,203 +327%
Boston Partners
811
Boston Partners
Massachusetts
$1.16M -$110K -1,261 -9%
BTWM
812
Baker Tilly Wealth Management
Wisconsin
$1.16M -$57.8K -661 -5%
AF
813
Advisornet Financial
Minnesota
$1.16M -$49.7K -569 -4%
WE
814
Wealth Effects
Massachusetts
$1.15M – – –
FCH
815
Freestone Capital Holdings
Washington
$1.14M +$198K +2,266 +21%
HCM
816
Howland Capital Management
Massachusetts
$1.14M +$2.53K +29 +0.2%
Bank Julius Baer & Co
817
Bank Julius Baer & Co
Switzerland
$1.14M -$3.46M -39,598 -75%
TF
818
TLWM Financial
Texas
$1.13M +$58.7K +669 +5%
FNT
819
First National Trust
Pennsylvania
$1.13M +$1.75K +20 +0.2%
WAP
820
Wealthcare Advisory Partners
Pennsylvania
$1.13M +$35.3K +404 +3%
VLC
821
Van Leeuwen & Company
New Jersey
$1.13M -$1.22M -13,984 -52%
FB
822
Fulton Bank
Pennsylvania
$1.12M +$3.94K +45 +0.4%
CT
823
Columbia Trust
Oregon
$1.12M +$227K +2,684 +25%
DWT
824
Dorsey & Whitney Trust
South Dakota
$1.12M -$17.9K -205 -2%
BAM
825
Berkshire Asset Management
Pennsylvania
$1.12M +$5.07K +58 +0.5%
31 32
33
34 35