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Morgan Stanley
MS

Overview Fund Activity

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$374M
3
Capital International Investors
3
Capital International Investors
California
$1.73B
4
Franklin Resources
4
Franklin Resources
California
$790M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$194M

Top Sellers

1
State Street
1
State Street
Massachusetts
$9.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
BlackRock
3
BlackRock
New York
$7.16B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$654M
5
Bessemer Group
5
Bessemer Group
New Jersey
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
101
Truist Financial
North Carolina
$81.4M -$4.41M -57,934 -5%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$75.4M -$22.4M -295,062 -23%
RC
103
RBF Capital
California
$70.8M – – –
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$70.3M -$22.4M -293,981 -24%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$69.3M +$7.57M +99,527 +12%
EIP
106
Epoch Investment Partners
New York
$68.9M -$12M -158,352 -15%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$68.4M +$20.5M +269,686 +43%
DnB Asset Management
108
DnB Asset Management
Norway
$67.7M -$894K -11,759 -1%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$67.3M +$12.3M +160,570 +22%
Calamos Advisors
110
Calamos Advisors
Illinois
$67.3M +$530K +6,973 +0.8%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$64.7M -$557K -7,323 -0.9%
SIM
112
Sadoff Investment Management
Wisconsin
$63.3M -$646K -8,490 -1%
Aristotle Capital Management
113
Aristotle Capital Management
California
$62.5M -$16K -210 -0%
FMI
114
Factory Mutual Insurance
Massachusetts
$61.3M +$152K +2,000 +0.2%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$60.7M +$39.4M +518,625 +186%
Mitsubishi UFJ Trust & Banking
116
Mitsubishi UFJ Trust & Banking
Japan
$59.7M +$5.05M +66,342 +9%
BGIM
117
Brandywine Global Investment Management
Pennsylvania
$59.6M +$6.26M +82,294 +12%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$59.4M +$57.9M +761,696 +3,842%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$59.4M -$624K -8,198 -1%
AAMU
120
AEGON Asset Management (UK)
United Kingdom
$59.3M -$3.19M -41,870 -5%
Pzena Investment Management
121
Pzena Investment Management
New York
$59.2M -$4.11M -54,048 -6%
Westfield Capital Management
122
Westfield Capital Management
Massachusetts
$58.8M +$1.11M +14,529 +2%
Swedbank
123
Swedbank
Sweden
$57.8M +$4.18M +54,900 +8%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$57.6M -$2.72M -35,804 -5%
PAM
125
Panagora Asset Management
Massachusetts
$57.3M -$10.5M -138,096 -15%
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