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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 %
CWM
876
Calamos Wealth Management
Illinois
$942K -$241K -2,757 -20%
CA
877
Capitolis Advisors
New York
$940K -$60.9M -696,097 -98%
OIA
878
OneDigital Investment Advisors
Kansas
$935K +$56.9K +651 +6%
LSA
879
Lansing Street Advisors
Pennsylvania
$934K +$934K +11,113 New
SFS
880
Sowell Financial Services
Arkansas
$933K -$1.6M -18,922 -63%
CB
881
Community Bank
New York
$929K +$195K +2,234 +27%
FCI
882
Financial Counselors Inc
Kansas
$924K -$233K -2,668 -20%
BJL
883
Brighton Jones LLC
Washington
$920K +$93.3K +1,068 +11%
SG
884
StoneX Group
New York
$920K +$109K +1,243 +13%
JWCA
885
J.W. Cole Advisors
Florida
$919K +$321K +3,676 +54%
S
886
Seeyond
France
$916K +$103K +1,174 +13%
PCA
887
Pallas Capital Advisors
Massachusetts
$914K -$62.2K -734 -6%
AIL
888
AGF Investments LLC
Ontario, Canada
$914K +$914K +10,455 New
OPPTF
889
OPSEU Pension Plan Trust Fund
Ontario, Canada
$910K +$43K +490 +5%
OQS
890
Occudo Quantitative Strategies
Florida
$909K +$909K +10,402 New
RPCONE
891
Retirement Planning Company of New England
Rhode Island
$907K +$524 +6 +0.1%
OHU
892
Odey Holdings (UK)
United Kingdom
$904K -$315K -3,600 -26%
CA
893
CoreCap Advisors
Michigan
$904K +$311K +3,557 +52%
FFG
894
Fortem Financial Group
California
$898K +$263K +3,012 +41%
LSPW
895
Lake Street Private Wealth
Illinois
$897K +$3.23K +37 +0.4%
TAIM
896
TD Ameritrade Investment Management
Nebraska
$897K +$98.8K +1,131 +12%
HBT
897
Hills Bank & Trust
Iowa
$895K -$73.9K -846 -8%
AF
898
Allworth Financial
California
$890K +$472K +5,402 +113%
MMPW
899
Mitchell McLeod Pugh & Williams
Alabama
$887K +$14.7K +168 +2%
MWM
900
Maltin Wealth Management
New Jersey
$883K +$46.4K +531 +6%
34 35
36
37 38