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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 %
IC
851
Intersect Capital
California
$1.03M -$52.7K -603 -5%
IIC
852
Ironwood Investment Counsel
Arizona
$1.03M +$68.1K +780 +7%
PGIM
853
Pacific Global Investment Management
California
$1.03M -$39.4K -451 -4%
TCOT
854
Trust Company of Toledo
Ohio
$1.03M – – –
CCA
855
Childress Capital Advisors
Texas
$1.03M +$101K +1,161 +11%
VFA
856
Valeo Financial Advisors
Indiana
$1.03M +$314K +3,595 +44%
SIC
857
Salem Investment Counselors
North Carolina
$1.02M -$21.1K -242 -2%
SBIA
858
Sheaff Brock Investment Advisors
Indiana
$1.02M +$764K +8,737 +297%
WT
859
Whittier Trust
California
$1M +$22.7K +260 +2%
GF
860
Gries Financial
Ohio
$1M +$313K +3,575 +45%
VCWA
861
Vanguard Capital Wealth Advisors
Colorado
$1M +$26.4K +302 +3%
SIM
862
Sentry Investment Management
Wisconsin
$1M +$618K +7,073 +161%
AAM
863
AR Asset Management
California
$996K – – –
QCG
864
Quadrant Capital Group
Ohio
$992K -$15K -172 -1%
AWE
865
Avidian Wealth Enterprises
Texas
$991K -$123K -1,405 -11%
CASB
866
Cape Ann Savings Bank
Massachusetts
$991K -$6.29K -72 -0.6%
BPM
867
Bowling Portfolio Management
Ohio
$984K -$1.58M -18,088 -62%
GC
868
GFG Capital
Florida
$984K – – –
NCM
869
NCM Capital Management
New Jersey
$978K +$7.34K +84 +0.8%
PHS
870
Pekin Hardy Strauss
Illinois
$959K +$131K +1,500 +16%
BHB
871
Bank Hapoalim BM
Israel
$954K -$256K -2,927 -21%
BCM
872
Brookstone Capital Management
Illinois
$954K +$119K +1,421 +14%
APWA
873
Atlas Private Wealth Advisors
New Jersey
$946K -$13.4K -153 -1%
MC
874
Muhlenkamp & Co
Pennsylvania
$944K – – –
RCA
875
Roberts Capital Advisors
Colorado
$943K – – –
33 34
35
36 37