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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 %
PB
1151
Pinnacle Bancorp
Nebraska
$407K +$114K +1,303 +39%
KA
1152
KLCM Advisors
Wisconsin
$406K – – –
IIM
1153
Ipswich Investment Management
Massachusetts
$406K +$10K +115 +3%
AAS
1154
Ameritas Advisory Services
Nebraska
$405K +$79.4K +909 +24%
FPCG
1155
Fort Pitt Capital Group
Pennsylvania
$404K -$1.66K -19 -0.4%
BG
1156
Bahl & Gaynor
Ohio
$401K +$11.1K +127 +3%
M
1157
MOTCO
Texas
$399K -$8.4M -96,232 -95%
MW
1158
Marcum Wealth
Ohio
$397K +$40.1K +459 +11%
VA
1159
Valmark Advisers
Ohio
$395K +$395K +4,524 New
CI
1160
CX Institutional
Indiana
$394K +$21K +240 +6%
FMP
1161
Financial Management Professionals
Texas
$394K +$57.9K +663 +17%
PCM
1162
Perritt Capital Management
Illinois
$393K -$22.7K -260 -5%
FFM
1163
Fullerton Fund Management
Singapore
$392K -$68M -778,095 -99%
MHR
1164
Matthew Hamilton Rosenberg
$391K +$12.2K +140 +3%
BFM
1165
Boothbay Fund Management
New York
$389K +$389K +4,449 New
RCM
1166
Radnor Capital Management
Pennsylvania
$388K – – –
ECM
1167
Evergreen Capital Management
Washington
$388K +$20.2K +231 +5%
NIMI
1168
Natixis Investment Managers International
France
$388K +$388K +4,447 New
FAIM
1169
Financial Advocates Investment Management
Washington
$387K +$47.1K +540 +14%
DWM
1170
Drive Wealth Management
Utah
$387K +$61.4K +702 +19%
HPWM
1171
Highland Private Wealth Management
Washington
$386K -$67.5K -772 -15%
AI
1172
AXS Investments
New York
$386K +$82.6K +945 +27%
TCM
1173
Tributary Capital Management
Nebraska
$385K -$118K -1,350 -23%
AWS
1174
AJ Wealth Strategies
New York
$385K – – –
DWM
1175
Destination Wealth Management
California
$385K +$31.3K +358 +9%
45 46
47
48 49