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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 %
WCM
826
Washburn Capital Management
Florida
$1.12M +$170K +1,950 +18%
SIA
827
Strategic Investment Advisors
Michigan
$1.12M +$91.4K +1,046 +9%
BP
828
Ballentine Partners
Massachusetts
$1.11M -$25.3K -290 -2%
FFA
829
Freedman Financial Associates
Massachusetts
$1.11M – – –
ER
830
Enlightenment Research
Florida
$1.11M +$768K +8,794 +225%
Luther King Capital Management (LKCM)
831
Luther King Capital Management (LKCM)
Texas
$1.1M +$181K +1,826 +20%
SACTSONJ
832
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.1M – – –
SA
833
SRN Advisors
Pennsylvania
$1.1M +$16.3K +186 +1%
PWP
834
Principle Wealth Partners
Connecticut
$1.1M +$262 +3 +0%
DAM
835
Delta Asset Management
Tennessee
$1.09M – – –
MS
836
Maven Securities
Jersey
$1.09M +$437K +5,004 +67%
LRWA
837
Long Run Wealth Advisors
New York
$1.09M +$110K +1,259 +11%
VCM
838
Viewpoint Capital Management
Washington
$1.09M +$4.37K +50 +0.4%
GAM
839
Gotham Asset Management
New York
$1.08M -$259K -2,960 -19%
LWAM
840
Legacy Wealth Asset Management
Minnesota
$1.08M -$7.51K -86 -0.7%
SAM
841
Silvercrest Asset Management
New York
$1.07M +$19.5K +223 +2%
HIA
842
Harbor Investment Advisory
Maryland
$1.06M +$332K +3,795 +45%
HI
843
Horizon Investments
North Carolina
$1.06M +$72K +831 +7%
WWM
844
Windsor Wealth Management
Indiana
$1.05M -$2.02K -24 -0.2%
CMANY
845
Capital Management Associates (New York)
New York
$1.05M -$262K -3,000 -20%
FMAEN1
846
Fund Management at Engine No 1
California
$1.05M +$1.05M +12,002 New
MCM
847
McMillion Capital Management
North Carolina
$1.05M -$122K -1,395 -10%
TSWM
848
Triangle Securities Wealth Management
North Carolina
$1.04M -$90.9K -1,040 -8%
PG
849
Pendal Group
Australia
$1.04M +$368K +4,212 +55%
ANTB
850
AMG National Trust Bank
Colorado
$1.04M -$71.5K -818 -6%
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