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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 %
SC
1276
Sepio Capital
Utah
$290K -$4.37M -49,985 -94%
HHGA
1277
Halbert Hargrove Global Advisors
California
$289K -$524 -6 -0.2%
SAM
1278
Sompo Asset Management
Japan
$286K +$35.8K +410 +14%
AT
1279
American Trust
Kentucky
$286K +$286K +3,263 New
PCMC
1280
Private Capital Management (Colorado)
Colorado
$284K -$129K -1,480 -31%
CB
1281
CNB Bank
Pennsylvania
$284K -$6.63K -76 -2%
EL
1282
EMFO LLC
Florida
$284K – – –
TFCP
1283
Twin Focus Capital Partners
Massachusetts
$281K -$8.84K -101 -3%
CCM
1284
Covington Capital Management
California
$281K +$14K +160 +5%
JWM
1285
JGP Wealth Management
Oregon
$280K +$11.9K +142 +4%
Hotchkis & Wiley Capital Management
1286
Hotchkis & Wiley Capital Management
California
$280K +$78.8K +900 +39%
WTC
1287
WhitTier Trust Company
Nevada
$278K – – –
BFEC
1288
Benjamin F. Edwards & Company
Missouri
$277K -$47.8K -547 -15%
CA
1289
Clearstead Advisors
Ohio
$276K +$156K +1,789 +130%
KLCM
1290
KG&L Capital Management
Louisiana
$276K +$276K +3,157 New
AG
1291
Ascent Group
Virginia
$275K -$36.2K -415 -12%
CA
1292
Continuum Advisory
Idaho
$275K +$53.7K +666 +24%
SWA
1293
Stratos Wealth Advisors
Ohio
$274K -$286K -3,274 -51%
WB
1294
West Bancorporation
Iowa
$274K -$6.83K -78 -2%
DCM
1295
DGS Capital Management
New Jersey
$274K -$2.01K -23 -0.7%
FPS
1296
Fieldpoint Private Securities
Connecticut
$274K +$32.9K +376 +14%
NFSG
1297
Newbridge Financial Services Group
Florida
$272K +$23.9K +273 +10%
FIM
1298
Freedom Investment Management
Connecticut
$271K -$169K -1,938 -38%
RTS
1299
Round Table Services
New Jersey
$271K -$19.2K -220 -7%
PFP
1300
Pinnacle Financial Partners
Tennessee
$270K -$104K -1,194 -28%
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