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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 %
HBT
926
Hills Bank & Trust
Iowa
$714K -$62.3K -732 -8%
PG
927
Pendal Group
Australia
$712K +$216K +2,543 +44%
BSA
928
Bull Street Advisors
Georgia
$712K – – –
NP
929
NorthRock Partners
Minnesota
$711K +$5.27K +62 +0.7%
QI
930
Qtron Investments
Massachusetts
$710K – – –
CT
931
Cambridge Trust
Massachusetts
$710K -$49.8K -586 -7%
BBNA
932
Bremer Bank National Association
Minnesota
$709K +$709K +8,332 New
MSA
933
Marino Stram & Associates
Massachusetts
$704K +$16.5K +194 +2%
AIA
934
Alera Investment Advisors
Illinois
$704K +$351K +4,123 +99%
TPWA
935
TRUE Private Wealth Advisors
Oregon
$702K -$85 -1 -0%
MCM
936
McMillion Capital Management
North Carolina
$701K -$50.2K -590 -7%
III
937
Independent Investors Inc
New York
$699K – – –
VFPI
938
Vantage Financial Partners (Illinois)
Illinois
$697K +$68K +800 +11%
LGA
939
Lebenthal Global Advisors
New York
$695K -$130K -1,528 -16%
AG
940
AIA Group
Hong Kong
$695K +$695K +8,174 New
WF
941
Welch & Forbes
Massachusetts
$690K -$17.3K -203 -2%
CG
942
Cutler Group
California
$690K +$208K +2,451 +43%
WIC
943
Woodmont Investment Counsel
Tennessee
$689K – – –
AMC
944
Asset Management Corp
Illinois
$684K -$42.3K -497 -6%
FPCP
945
Fort Point Capital Partners
California
$682K – – –
PPP
946
Private Portfolio Partners
New Jersey
$681K +$18.1K +213 +3%
EFS
947
Essex Financial Services
Connecticut
$678K -$30.2K -356 -4%
DDC
948
DF Dent & Co
Maryland
$676K +$308K +3,628 +84%
RFA
949
Resurgent Financial Advisors
Georgia
$674K +$25.2K +296 +4%
RP
950
Riverwater Partners
Wisconsin
$672K +$392K +4,607 +140%
36 37
38
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