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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.

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
1
Capital International Investors
California
$1.81B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.33B
3
OTPPB
3
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452M
4
Bank of America
4
Bank of America
North Carolina
$2.25B
5
Goldman Sachs
5
Goldman Sachs
New York
$1B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.46B
3
BlackRock
3
BlackRock
New York
$8.73B
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.2B
5
Ameriprise
5
Ameriprise
Minnesota
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$97.5M -$6.73M -77,009 -6%
Victory Capital Management
102
Victory Capital Management
Texas
$96.6M +$22.3M +276,745 +30%
DLA
103
Douglas Lane & Associates
New York
$95.3M +$149K +1,706 +0.2%
EIP
104
Epoch Investment Partners
New York
$93M -$11.7M -133,953 -11%
TPI
105
Tesco Pension Investment
United Kingdom
$92.2M -$29.1M -333,116 -24%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$87M +$48.3M +553,138 +125%
DnB Asset Management
107
DnB Asset Management
Norway
$78.8M +$27.5M +315,173 +54%
N
108
Natixis
France
$78.6M +$13.9M +159,414 +22%
PAM
109
Panagora Asset Management
Massachusetts
$77.9M -$1.21M -13,791 -2%
Calamos Advisors
110
Calamos Advisors
Illinois
$76.7M +$7.81M +89,340 +11%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$74.9M -$781K -8,935 -1%
CCMG
112
Clark Capital Management Group
Pennsylvania
$74.9M +$10.2M +116,652 +16%
Jane Street
113
Jane Street
New York
$73.9M +$9.98M +114,145 +16%
SIM
114
Sadoff Investment Management
Wisconsin
$73.4M -$10.3M -117,931 -12%
Pzena Investment Management
115
Pzena Investment Management
New York
$72.8M -$16.3M -186,002 -18%
PAMS
116
Pictet Asset Management (Switzerland)
Switzerland
$72.3M -$10.1M -115,969 -12%
Aristotle Capital Management
117
Aristotle Capital Management
California
$71.8M -$834K -9,541 -1%
AAMU
118
AEGON Asset Management (UK)
United Kingdom
$71.8M +$36.7M +419,937 +105%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$70.9M -$6.89M -78,795 -9%
RC
120
RBF Capital
California
$70.8M – – –
FMI
121
Factory Mutual Insurance
Massachusetts
$70.2M – – –
Citadel Advisors
122
Citadel Advisors
Florida
$69.5M -$17M -194,159 -20%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$69.3M -$1.48M -16,918 -2%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$69M -$982K -11,239 -1%
ClearBridge Investments
125
ClearBridge Investments
New York
$66.3M +$5.51M +63,086 +9%
3 4
5
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