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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 %
BTI
901
Blue Trust Inc
Georgia
$784K +$399K +5,048 +103%
WAL
902
W Advisors LLC
Tennessee
$783K -$425 -5 -0.1%
LOAMS
903
Lombard Odier Asset Management (Switzerland)
Switzerland
$781K +$451K +5,307 +137%
Bank Julius Baer & Co
904
Bank Julius Baer & Co
Switzerland
$780K -$209K -2,454 -21%
LB
905
Legacy Bridge
Iowa
$777K +$31.8K +374 +4%
EP
906
Edgestream Partners
New Jersey
$777K -$2.55M -30,044 -77%
HTC
907
Haverford Trust Company
Pennsylvania
$770K +$116K +1,368 +18%
NW
908
NewEdge Wealth
Pennsylvania
$767K +$118K +1,383 +18%
SIA
909
Schechter Investment Advisors
Michigan
$766K +$95.2K +1,120 +14%
ACI
910
Alpha Cubed Investments
California
$764K +$764K +8,986 New
AFG
911
AFS Financial Group
Maryland
$764K +$764K +8,985 New
BIP
912
Blueprint Investment Partners
North Carolina
$764K +$448K +5,275 +142%
OWA
913
Outlook Wealth Advisors
Texas
$762K +$1.11K +13 +0.1%
MGIA
914
Moneta Group Investment Advisors
Missouri
$753K -$69.4K -713 -8%
FNFDCM
915
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$750K – – –
EGA
916
E&G Advisors
Texas
$748K -$8.5K -100 -1%
SDAM
917
Shulman DeMeo Asset Management
New York
$744K +$6.21K +73 +0.8%
DC
918
Davenport & Co
Virginia
$742K -$114K -1,336 -13%
WPW
919
Waldron Private Wealth
Pennsylvania
$730K – – –
NVIM
920
New Vernon Investment Management
Illinois
$727K – – –
HH
921
HWG Holdings
Texas
$726K +$724K +8,517 +32,758%
CWAG
922
Compton Wealth Advisory Group
Virginia
$722K -$511K -6,009 -41%
CCM
923
Corsair Capital Management
New York
$717K -$1.96K -23 -0.3%
DC
924
Diametric Capital
Massachusetts
$715K -$200K -2,355 -22%
IWM
925
IHT Wealth Management
Illinois
$714K +$6.55K +77 +0.9%
35 36
37
38 39