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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 %
AC
1251
ASB Consultores
Florida
$318K -$2.01K -23 -0.6%
Jones Financial Companies
1252
Jones Financial Companies
Missouri
$318K +$15K +172 +5%
CCP
1253
Carmel Capital Partners
California
$317K -$699 -8 -0.2%
HWA
1254
Heritage Wealth Advisors
Virginia
$316K +$9.1K +104 +3%
PFWA
1255
Paces Ferry Wealth Advisors
Georgia
$313K -$4.37K -50 -1%
NCA
1256
New Century Advisors
Maryland
$313K +$69.1K +790 +28%
PPW
1257
Pinnacle Private Wealth
Massachusetts
$312K -$31.5K -361 -9%
PK
1258
Pflug Koory
Nebraska
$311K – – –
SCM
1259
SOL Capital Management
Maryland
$308K – – –
BMCM
1260
Bryn Mawr Capital Management
Pennsylvania
$307K +$307K +3,515 New
RCC
1261
Red Cedar Capital
Nebraska
$306K – – –
HWM
1262
Horizon Wealth Management
Illinois
$306K +$175 +2 +0.1%
FHA
1263
Flagship Harbor Advisors
Massachusetts
$305K +$305K +3,493 New
WG
1264
Winton Group
United Kingdom
$303K -$1.03M -11,816 -77%
CBFP
1265
Cedar Brook Financial Partners
Ohio
$303K +$48.2K +551 +19%
Cohen & Steers
1266
Cohen & Steers
New York
$302K -$26.7K -306 -8%
CFA
1267
Capstone Financial Advisors
Illinois
$301K +$46.4K +532 +18%
AWA
1268
Arete Wealth Advisors
Illinois
$297K -$1.86K -24 -0.6%
FIA
1269
Foundations Investment Advisors
Arizona
$297K +$10.1K +119 +4%
IWA
1270
Intercontinental Wealth Advisors
Texas
$296K – – –
DSC
1271
Duncker Streett & Co
Missouri
$295K -$246K -2,812 -45%
FAG
1272
Fortitude Advisory Group
Washington
$295K +$56K +642 +23%
MIH
1273
Meitav Investment House
Israel
$292K -$38.2K -430 -12%
FSA
1274
Fort Sheridan Advisors
Illinois
$292K +$46.1K +527 +19%
BFA
1275
Bragg Financial Advisors
North Carolina
$291K – – –
49 50
51
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