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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 %
ST
926
Smithfield Trust
Pennsylvania
$805K +$1.66K +19 +0.2%
Two Sigma Advisers
927
Two Sigma Advisers
New York
$804K +$804K +9,200 New
WAL
928
W Advisors LLC
Tennessee
$803K +$1.22K +14 +0.2%
FWIA
929
Fort Washington Investment Advisors
Ohio
$801K – – –
CT
930
Cambridge Trust
Massachusetts
$790K +$116K +1,326 +17%
SW
931
SteelPeak Wealth
California
$789K +$179K +2,049 +29%
WPW
932
Warther Private Wealth
Ohio
$786K +$122K +1,399 +18%
BFS
933
Bard Financial Services
Connecticut
$786K +$146K +1,675 +23%
OWA
934
Outlook Wealth Advisors
Texas
$785K -$5.42K -62 -0.7%
EP
935
Eudaimonia Partners
Tennessee
$785K +$785K +8,983 New
ACM
936
Advisors Capital Management
New Jersey
$777K -$2.1K -24 -0.3%
FNFDCM
937
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$771K – – –
MFG
938
Magnus Financial Group
New York
$769K -$17.2K -197 -2%
RWB
939
RMR Wealth Builders
New Jersey
$765K +$191K +2,188 +33%
PCP
940
Proficio Capital Partners
Massachusetts
$763K +$49.5K +567 +7%
KWM
941
Kingsview Wealth Management
Oregon
$757K -$13.5K -154 -2%
LB
942
Legacy Bridge
Iowa
$751K – – –
SDAM
943
Shulman DeMeo Asset Management
New York
$748K +$4.11K +47 +0.6%
NVIM
944
New Vernon Investment Management
Illinois
$747K – – –
CWM
945
Chesapeake Wealth Management
Virginia
$747K +$536K +6,123 +253%
BC
946
Bridgefront Capital
Texas
$740K +$427K +4,893 +137%
CCM
947
Corsair Capital Management
New York
$738K -$56.2K -643 -7%
BIA
948
Benchmark Investment Advisors
Illinois
$737K +$214K +2,451 +41%
EF
949
Empowered Funds
Pennsylvania
$736K +$736K +8,421 New
BSA
950
Bull Street Advisors
Georgia
$732K – – –
36 37
38
39 40