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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 %
FIBT
1201
First International Bank & Trust
North Dakota
$355K +$14.4K +165 +4%
ESCM
1202
Echo Street Capital Management
New York
$354K -$365K -4,168 -51%
DA
1203
DSC Advisors
Illinois
$354K +$354K +4,048 New
LC
1204
Lindbrook Capital
California
$353K -$20.3K -232 -5%
MFW
1205
Meristem Family Wealth
Minnesota
$352K -$165K -1,885 -32%
FFBTD
1206
First Financial Bank - Trust Division
Ohio
$352K -$87 -1 -0%
CWM
1207
Cornerstone Wealth Management
Missouri
$351K +$13.2K +151 +4%
FNB
1208
Farmers National Bank
Kentucky
$350K -$4.63K -53 -1%
FFG
1209
Frisch Financial Group
New York
$350K -$119K -1,358 -25%
WCA
1210
Westover Capital Advisors
Delaware
$350K – – –
RMDI
1211
R.M. Davis Inc
Maine
$347K – – –
BWM
1212
BerganKDV Wealth Management
Minnesota
$347K +$279K +8,002 +413%
AWG
1213
Altus Wealth Group
Colorado
$346K +$3.06K +35 +0.9%
GL
1214
Graypoint LLC
New York
$346K +$10.7K +122 +3%
KWMG
1215
King Wealth Management Group
Florida
$345K +$43.7K +500 +15%
TWM
1216
Tanager Wealth Management
United Kingdom
$345K +$91.3K +1,044 +36%
NCM
1217
Novare Capital Management
North Carolina
$345K +$345K +3,945 New
AW
1218
ACG Wealth
Georgia
$343K -$59.5K -681 -15%
SB
1219
Sunflower Bank
Texas
$343K -$7.8K -89 -2%
PVH
1220
Psagot Value Holdings
Israel
$342K -$26.2K -300 -7%
MFG
1221
MidWestOne Financial Group
Iowa
$342K – – –
SCA
1222
Sandy Cove Advisors
Massachusetts
$342K +$153K +1,754 +81%
QCM
1223
Quantinno Capital Management
New York
$339K +$19.3K +221 +6%
RIA
1224
Realta Investment Advisors
Delaware
$339K +$26.1K +298 +8%
SCM
1225
Stevens Capital Management
Pennsylvania
$338K -$633K -7,245 -65%
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