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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 %
OFS
1226
OneAscent Financial Services
Alabama
$337K +$10.6K +121 +3%
KFS
1227
Kaizen Financial Strategies
California
$335K +$10.6K +121 +3%
CSB
1228
City State Bank
Iowa
$334K – – –
CAIMH
1229
Central Asset Investments & Management Holdings
Hong Kong
$332K -$96.1K -1,100 -22%
TNBTD
1230
Trustmark National Bank Trust Department
Mississippi
$331K -$8.3K -95 -2%
BWCS
1231
Beirne Wealth Consulting Services
Connecticut
$331K – – –
OMC
1232
Overbrook Management Corp
New York
$329K – – –
HFM
1233
Harvest Fund Management
China
$329K – – –
BS
1234
Boenning & Scattergood
Pennsylvania
$329K +$23.9K +274 +8%
BMM
1235
Buffington Mohr McNeal
Idaho
$328K – – –
RWA
1236
Redhawk Wealth Advisors
Minnesota
$327K -$41.6K -475 -11%
HA
1237
HYA Advisors
Missouri
$327K +$1.14K +13 +0.3%
PNC
1238
Park National Corp
Ohio
$325K -$11.7K -134 -3%
SSA
1239
Schonfeld Strategic Advisors
New York
$323K -$6.3M -72,149 -95%
ACI
1240
Alpha Cubed Investments
California
$323K -$51.4K -587 -14%
KPW
1241
Kore Private Wealth
New York
$323K +$43.1K +494 +15%
BWG
1242
Beta Wealth Group
California
$323K +$323K +3,700 New
EWA
1243
EverSource Wealth Advisors
Alabama
$322K -$1.31K -15 -0.4%
VWM
1244
Vigilare Wealth Management
Arizona
$322K +$72.4K +829 +29%
GRP
1245
Global Retirement Partners
California
$322K +$322K +3,923 New
RA
1246
RFG Advisory
Alabama
$321K +$133K +1,529 +71%
WSCM
1247
Wellington Shields Capital Management
New York
$320K -$129K -1,475 -29%
H
1248
HoyleCohen
California
$320K +$40.5K +464 +15%
MA
1249
MCF Advisors
Kentucky
$320K +$320K +3,659 New
SWM
1250
Sendero Wealth Management
Texas
$318K -$114K -1,311 -26%
48 49
50
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