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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 %
GLA
951
Good Life Advisors
Pennsylvania
$720K +$7.95K +91 +1%
III
952
Independent Investors Inc
New York
$718K – – –
EGA
953
E&G Advisors
Texas
$717K -$26.2K -300 -4%
FPCP
954
Fort Point Capital Partners
California
$716K -$1.4K -16 -0.2%
SRC
955
Sage Rhino Capital
California
$711K -$197K -2,256 -22%
BHBT
956
Burke & Herbert Bank & Trust
Virginia
$711K -$41.8K -478 -6%
SB
957
Strategic Blueprint
Georgia
$707K -$18.7K -214 -3%
CIM
958
CIM Investment Management
Pennsylvania
$706K +$36.6K +419 +5%
Q
959
QVR
California
$706K +$706K +8,083 New
PWLP
960
Prio Wealth Limited Partnership
Massachusetts
$704K +$35.9K +411 +5%
B
961
Barings
North Carolina
$702K +$48.4K +554 +7%
OTL
962
Oak Thistle LLC
New York
$694K +$694K +7,939 New
TPWA
963
TRUE Private Wealth Advisors
Oregon
$692K +$2.09K +24 +0.3%
OPS
964
Orion Portfolio Solutions
Nebraska
$691K -$6.56K -75 -0.9%
PCM
965
Pennsylvania Capital Management
Pennsylvania
$690K – – –
BCP
966
Berkeley Capital Partners
Georgia
$687K +$421K +4,819 +158%
GA
967
GraniteShares Advisors
New York
$686K -$106K -1,209 -13%
VCA
968
Verdence Capital Advisors
Maryland
$682K +$22.5K +257 +3%
MIC
969
Meridian Investment Counsel
California
$681K – – –
GG
970
Gofen & Glossberg
Illinois
$680K +$34K +389 +5%
WPW
971
Waldron Private Wealth
Pennsylvania
$680K +$54.3K +621 +9%
CFCI
972
Comprehensive Financial Consultants Institutional
Indiana
$676K -$13.2K -157 -2%
APC
973
Aspire Private Capital
North Carolina
$673K +$68.3K +781 +11%
SS
974
Simplicity Solutions
Minnesota
$671K -$698K -7,984 -51%
CH
975
Canton Hathaway
Rhode Island
$667K – – –
37 38
39
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