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Morgan Stanley
MS

Overview Fund Activity

1,667 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 603 increasing their positions, 621 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+94
Holders Change %
+5.98%
% of All Funds
26.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
214
Increased
603
Reduced
621
Closed
87
Calls
$3.02B
Puts
$3.22B
Net Calls
-$203M
Net Calls Change
+$461M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$746M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$589M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
Amundi
Amundi
France
+$88.1M
5
Morgan Stanley
Morgan Stanley
New York
+$87.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$700M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$600M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$454M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$273M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
1251
Cohen & Steers
New York
$302K – – –
PFWA
1252
Paces Ferry Wealth Advisors
Georgia
$302K -$4.85K -57 -2%
MCM
1253
Marathon Capital Management
Maryland
$299K – – –
PFM
1254
Parsec Financial Management
North Carolina
$298K -$55.9K -658 -16%
RCC
1255
Red Cedar Capital
Nebraska
$298K – – –
MIM
1256
Morningstar Investment Management
Illinois
$298K +$298K +3,505 New
UBV
1257
United Bank (Virginia)
Virginia
$298K +$8.5K +100 +3%
MAM
1258
Mastrapasqua Asset Management
Tennessee
$298K -$340K -4,000 -53%
BMCM
1259
Bryn Mawr Capital Management
Pennsylvania
$296K +$11.4K +134 +4%
CA
1260
Calton & Associates
Florida
$296K +$296K +3,479 New
CFA
1261
Capstone Financial Advisors
Illinois
$294K +$3.06K +36 +1%
NL
1262
NWAM LLC
Washington
$292K +$40.4K +475 +16%
FC
1263
Forte Capital
New York
$292K +$53.2K +626 +22%
TNBTD
1264
Trustmark National Bank Trust Department
Mississippi
$292K – – –
PCA
1265
Prosperity Capital Advisors
Ohio
$291K +$291K +3,420 New
MSAM
1266
Moloney Securities Asset Management
Missouri
$289K +$24.7K +290 +9%
CFP
1267
Catalyst Financial Partners
Massachusetts
$289K +$289K +3,400 New
JWM
1268
JGP Wealth Management
Oregon
$289K -$3.4K -40 -1%
WAG
1269
Wallace Advisory Group
California
$286K +$286K +3,359 New
ISWM
1270
Independent Solutions Wealth Management
New York
$284K – – –
FAG
1271
Fortitude Advisory Group
Washington
$283K +$3.23K +38 +1%
AL
1272
Aspiriant LLC
California
$282K +$31.4K +369 +13%
RWB
1273
RMR Wealth Builders
New Jersey
$281K -$247K -2,904 -47%
SC
1274
Sepio Capital
Utah
$280K -$1.95M -22,948 -87%
AT
1275
American Trust
Kentucky
$279K -$11.1K -130 -4%
49 50
51
52 53