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Morgan Stanley
MS

Overview Fund Activity

1,667 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 603 increasing their positions, 621 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+94
Holders Change %
+5.98%
% of All Funds
26.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
214
Increased
603
Reduced
621
Closed
87
Calls
$3.02B
Puts
$3.22B
Net Calls
-$203M
Net Calls Change
+$461M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$746M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$589M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
Amundi
Amundi
France
+$88.1M
5
Morgan Stanley
Morgan Stanley
New York
+$87.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$700M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$600M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$454M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$273M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
826
J.W. Cole Advisors
Florida
$1.01M +$32.8K +386 +3%
HIA
827
Harbor Investment Advisory
Maryland
$1M -$178K -2,097 -15%
KNW
828
Kesler Norman & Wride
Utah
$1M -$36.2K -426 -3%
BCP
829
Berkeley Capital Partners
Georgia
$999K +$37.5K +441 +4%
GLA
830
Good Life Advisors
Pennsylvania
$997K -$23.5K -276 -2%
YIH
831
Y-Intercept (HK)
Hong Kong
$993K -$2.4M -28,239 -71%
SBIA
832
Sheaff Brock Investment Advisors
Indiana
$991K -$7.48K -88 -0.7%
NEI
833
Northwest & Ethical Investments
Ontario, Canada
$991K -$90.8K -1,068 -8%
PGIM
834
Pacific Global Investment Management
California
$990K +$2.89K +34 +0.3%
NFC
835
Northeast Financial Consultants
Connecticut
$990K -$878K -10,322 -47%
CBT
836
Central Bank & Trust
Kentucky
$989K -$364K -4,278 -27%
CASB
837
Cape Ann Savings Bank
Massachusetts
$979K -$7.23K -85 -0.7%
TSWM
838
Triangle Securities Wealth Management
North Carolina
$979K -$45.9K -540 -4%
MG
839
Mather Group
Illinois
$977K +$67.4K +793 +7%
ARMT
840
Amica Retiree Medical Trust
Rhode Island
$974K -$43.3K -509 -4%
LSA
841
Lansing Street Advisors
Pennsylvania
$971K +$9.78K +115 +1%
HSA
842
HBK Sorce Advisory
Pennsylvania
$971K +$465K +5,467 +92%
ONB
843
Old National Bancorp
Indiana
$970K +$31.5K +371 +3%
AAM
844
AR Asset Management
California
$969K – – –
GC
845
GFG Capital
Florida
$962K +$3.49K +41 +0.4%
RCIM
846
Red Cedar Investment Management
Michigan
$955K +$64.3K +756 +7%
NCM
847
NCM Capital Management
New Jersey
$952K – – –
AF
848
Allworth Financial
California
$946K -$31.8K -374 -3%
EWA
849
EverSource Wealth Advisors
Alabama
$938K -$439K -5,163 -32%
ANTB
850
AMG National Trust Bank
Colorado
$930K -$47.4K -557 -5%
32 33
34
35 36