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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
+$506M
2
Morgan Stanley
Morgan Stanley
New York
+$364M
3
Capital International Investors
Capital International Investors
California
+$149M
4
Franklin Resources
Franklin Resources
California
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$589M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$541M
3
BlackRock
BlackRock
New York
-$436M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$259M
5
Bessemer Group
Bessemer Group
New Jersey
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1226
Cutler Group
California
$283K -$5.06M -66,626 -95%
OIA
1227
Optimum Investment Advisors
Illinois
$281K -$41.8K -550 -13%
MFG
1228
MidWestOne Financial Group
Iowa
$279K -$19.2K -252 -6%
BS
1229
Boenning & Scattergood
Pennsylvania
$279K -$7.45K -98 -3%
H
1230
HoyleCohen
California
$279K +$228 +3 +0.1%
Jones Financial Companies
1231
Jones Financial Companies
Missouri
$279K +$1.68K +22 +0.6%
IIM
1232
Ipswich Investment Management
Massachusetts
$278K -$75.8K -996 -21%
RIA
1233
Realta Investment Advisors
Delaware
$278K -$19.2K -250 -6%
CCP
1234
Carmel Capital Partners
California
$276K – – –
EWA
1235
EverSource Wealth Advisors
Alabama
$275K -$6.25K -82 -2%
PFWA
1236
Paces Ferry Wealth Advisors
Georgia
$274K +$1.3K +17 +0.5%
GPA
1237
Guerra Pan Advisors
New Jersey
$273K – – –
ANBT
1238
American National Bank & Trust
Texas
$272K +$119K +1,558 +77%
PK
1239
Pflug Koory
Nebraska
$271K – – –
SAM
1240
Sompo Asset Management
Japan
$271K +$22K +290 +9%
BFEC
1241
Benjamin F. Edwards & Company
Missouri
$271K +$30.1K +396 +13%
Cohen & Steers
1242
Cohen & Steers
New York
$270K +$6.99K +92 +3%
WWM
1243
Wagner Wealth Management
South Carolina
$270K +$38.4K +505 +17%
CIA
1244
Choate Investment Advisors
Massachusetts
$270K +$38.7K +508 +17%
JF
1245
Joule Financial
Kentucky
$270K +$270K +3,545 New
AT
1246
American Trust
Kentucky
$268K +$19.8K +260 +8%
MCM
1247
Marathon Capital Management
Maryland
$267K +$267K +3,511 New
BMCM
1248
Bryn Mawr Capital Management
Pennsylvania
$266K -$1.22K -16 -0.5%
RCC
1249
Red Cedar Capital
Nebraska
$266K – – –
CFA
1250
Capstone Financial Advisors
Illinois
$265K +$2.36K +31 +0.9%
48 49
50
51 52