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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 %
SAM
1026
Sompo Asset Management
Japan
$542K +$4.25K +50 +0.8%
TPW
1027
Transatlantique Private Wealth
New York
$540K +$61.7K +725 +13%
BCM
1028
Brown Capital Management
Maryland
$540K -$8.93K -105 -2%
WBG
1029
Wharton Business Group
Pennsylvania
$538K – – –
RCA
1030
Ranch Capital Advisors
Florida
$537K -$18.4K -217 -3%
PCS
1031
Personal CFO Solutions
New Jersey
$537K -$25.3K -298 -5%
GIA
1032
Gladstone Institutional Advisory
Florida
$536K -$88.7K -1,043 -14%
DS
1033
DRW Securities
Illinois
$535K +$207K +2,434 +63%
SCA
1034
Sippican Capital Advisors
Massachusetts
$533K +$59.1K +695 +12%
GA
1035
Geller Advisors
New York
$531K +$7.23K +85 +1%
ORAM
1036
One River Asset Management
Connecticut
$531K +$531K +6,235 New
CWM
1037
Chicago Wealth Management
Illinois
$531K – – –
UAML
1038
US Asset Management LLC
Pennsylvania
$530K +$530K +6,231 New
SWP
1039
Strategic Wealth Partners
Ohio
$530K +$86.2K +1,014 +19%
CD
1040
Chapin Davis
Maryland
$528K +$528K +6,214 New
ZB
1041
Zions Bancorporation
Utah
$528K +$59.8K +703 +13%
AP
1042
Americana Partners
Texas
$528K +$149K +1,749 +39%
CWM
1043
Castle Wealth Management
Florida
$528K +$23.6K +278 +5%
CF
1044
Cantor Fitzgerald
New York
$526K +$526K +6,187 New
ACM
1045
Advisors Capital Management
New Jersey
$523K -$35.2K -414 -6%
PFSC
1046
Peoples Financial Services Corp
Pennsylvania
$523K – – –
RPC
1047
Rossmore Private Capital
Connecticut
$522K +$25.6K +301 +5%
KTC
1048
Kistler-Tiffany Companies
Pennsylvania
$522K +$36K +424 +7%
CG
1049
Clifford Group
Massachusetts
$519K +$519K +6,102 New
UH
1050
Unigestion Holding
Switzerland
$516K +$516K +6,057 New
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42
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