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Morgan Stanley
MS

Overview Fund Activity

1,573 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 632 increasing their positions, 604 reducing their positions, and 106 closing their positions.

Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.5%
New
107
Increased
632
Reduced
604
Closed
106
Calls
$2.31B
Puts
$2.97B
Net Calls
-$664M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.28B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.3B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.46B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.89B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$252M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.98B
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
BlackRock
3
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$819M
5
Norges Bank
5
Norges Bank
Norway
$877M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASC
101
Atalanta Sosnoff Capital
New York
$80.5M +$37.9M +479,685 +89%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$79.6M +$7.63M +96,555 +11%
IIM
103
INTECH Investment Management
Florida
$77.2M -$43.1M -545,777 -36%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$76M +$6.23M +78,747 +9%
Calamos Advisors
105
Calamos Advisors
Illinois
$73M +$3.13M +39,585 +4%
HF
106
HRT Financial
New York
$72.2M +$65.2M +825,152 +933%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$71.8M +$774K +9,792 +1%
Swedbank
108
Swedbank
Sweden
$67.6M +$7.55M +95,500 +13%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$67.6M -$24.2M -306,516 -26%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$66.7M +$25.7M +325,839 +63%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$65M -$2.21M -27,939 -3%
Aristotle Capital Management
112
Aristotle Capital Management
California
$64.9M -$49.8K -630 -0.1%
SIM
113
Sadoff Investment Management
Wisconsin
$64.4M -$1.27M -16,079 -2%
DnB Asset Management
114
DnB Asset Management
Norway
$64.3M -$6.01M -76,085 -9%
RC
115
RBF Capital
California
$64M – – –
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$63.9M +$4.35M +55,115 +7%
FMI
117
Factory Mutual Insurance
Massachusetts
$63.7M – – –
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$63.2M -$9.78M -123,780 -13%
LPL Financial
119
LPL Financial
California
$63.1M +$8.14M +103,080 +15%
Robeco Institutional Asset Management
120
Robeco Institutional Asset Management
Netherlands
$62.4M -$23.5M -298,002 -27%
EIP
121
Epoch Investment Partners
New York
$62M -$9.61M -121,665 -13%
Westfield Capital Management
122
Westfield Capital Management
Massachusetts
$61.9M +$797K +10,087 +1%
AAMU
123
AEGON Asset Management (UK)
United Kingdom
$61.2M -$390K -4,935 -0.6%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$60.9M -$861K -10,897 -1%
Pzena Investment Management
125
Pzena Investment Management
New York
$60.3M -$1.22M -15,433 -2%
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5
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