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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 %
BC
1076
Bartlett & Co
Ohio
$486K -$1.19K -14 -0.2%
CFMC
1077
Curbstone Financial Management Corp
New Hampshire
$483K -$40.8K -480 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1078
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$480K -$164K -1,926 -25%
LC
1079
Lavaca Capital
Texas
$479K -$41.2K -485 -8%
PCM
1080
Prelude Capital Management
New York
$479K +$10.5K +124 +2%
FA
1081
Financial Advisors
Massachusetts
$475K – – –
BONST
1082
Bank of Nova Scotia Trust
Ontario, Canada
$475K -$32.1K -378 -6%
PFBT
1083
Parkside Financial Bank & Trust
Missouri
$475K +$23.7K +279 +5%
MAG
1084
MRA Advisory Group
New Jersey
$473K -$49.1K -578 -9%
LIA
1085
LS Investment Advisors
Michigan
$472K – – –
CCM
1086
Carlson Capital Management
Minnesota
$469K -$24.1K -284 -5%
CCMT
1087
CMT Capital Markets Trading
Germany
$468K +$468K +5,500 New
RIA
1088
Regal Investment Advisors
Michigan
$464K -$9.18K -108 -2%
BB
1089
Bell Bank
North Dakota
$464K -$37.1K -436 -7%
BG
1090
Bahl & Gaynor
Ohio
$464K +$71.9K +846 +18%
FMWA
1091
Forvis Mazars Wealth Advisors
Missouri
$458K -$3.4K -40 -0.7%
PFGIA
1092
Patriot Financial Group Insurance Agency
Massachusetts
$458K -$6.63K -78 -1%
JSC
1093
Jackson Square Capital
California
$455K +$15.7K +185 +4%
EW
1094
Evoke Wealth
California
$455K -$5.19K -61 -1%
GA
1095
GraniteShares Advisors
New York
$455K +$455K +5,347 New
BWP
1096
BSW Wealth Partners
Colorado
$454K -$71.3K -838 -14%
AAS
1097
Ameritas Advisory Services
Nebraska
$451K +$8.16K +96 +2%
CHP
1098
Cable Hill Partners
Oregon
$448K +$88K +1,035 +24%
APP
1099
Alpha Paradigm Partners
Illinois
$447K +$424K +4,984 +1,812%
KWM
1100
Kingsview Wealth Management
Oregon
$447K -$9.95K -117 -2%
42 43
44
45 46