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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 %
EWA
1051
EP Wealth Advisors
California
$543K -$72.7K -833 -12%
LIG
1052
Lokken Investment Group
Delaware
$536K -$44.8K -556 -8%
C
1053
Certuity
Florida
$535K +$84.6K +968 +19%
DLHL
1054
Donald L. Hagan LLC
Florida
$531K +$20.9K +239 +4%
DIP
1055
DT Investment Partners
Pennsylvania
$531K +$226K +2,584 +74%
AP
1056
Americana Partners
Texas
$525K +$303K +3,485 +137%
CF
1057
Cantor Fitzgerald
New York
$524K +$524K +6,000 New
SIG
1058
Stonegate Investment Group
Alabama
$523K -$23.9K -273 -4%
UIA
1059
Ulland Investment Advisors
Minnesota
$522K -$253K -2,900 -33%
SCA
1060
Sippican Capital Advisors
Massachusetts
$522K -$27.2K -312 -5%
TC
1061
Trilogy Capital
California
$521K -$122K -1,398 -19%
CFMC
1062
Curbstone Financial Management Corp
New Hampshire
$521K -$4.37K -50 -0.8%
VFPI
1063
Vantage Financial Partners (Illinois)
Illinois
$520K +$109K +1,250 +27%
PCA
1064
Personal Capital Advisors
California
$520K -$32.7K -374 -6%
HSA
1065
HBK Sorce Advisory
Pennsylvania
$519K -$35.8K -410 -6%
RCA
1066
Ranch Capital Advisors
Florida
$518K +$28K +321 +6%
MRCM
1067
M&R Capital Management
New Jersey
$517K +$94.1K +1,075 +22%
MAG
1068
MRA Advisory Group
New Jersey
$516K +$26.9K +308 +6%
SYBT
1069
Stock Yards Bank & Trust
Kentucky
$515K +$8.74K +100 +2%
BWP
1070
BSW Wealth Partners
Colorado
$514K +$40.6K +465 +9%
BB
1071
Berkshire Bank
Massachusetts
$513K +$106K +1,214 +26%
GVAG
1072
Great Valley Advisor Group
Delaware
$512K +$1.77K +19 +0.3%
PFGIA
1073
Patriot Financial Group Insurance Agency
Massachusetts
$511K -$63.3K -724 -11%
TWI
1074
Thomas White International
Illinois
$509K – – –
STA
1075
Summit Trail Advisors
New York
$509K +$155K +1,773 +44%
41 42
43
44 45