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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 %
CAI
1276
Capital Advisors Inc
Oklahoma
$279K +$4.25K +50 +2%
PSCM
1277
Per Stirling Capital Management
Texas
$278K +$278K +3,266 New
VNA
1278
Valley National Advisers
Pennsylvania
$277K -$12.2K -137 -4%
DCM
1279
DGS Capital Management
New Jersey
$277K +$510 +6 +0.2%
GP
1280
Girard Partners
Pennsylvania
$276K +$276K +3,248 New
CL
1281
Choreo LLC
Illinois
$276K -$16.4K -193 -6%
DFG
1282
Delta Financial Group
New Jersey
$276K +$276K +3,246 New
JIC
1283
Johnson Investment Counsel
Ohio
$276K +$20.2K +238 +8%
GPA
1284
Guerra Pan Advisors
New Jersey
$275K – – –
NB
1285
NBT Bank
New York
$275K +$25.5K +300 +10%
CB
1286
CNB Bank
Pennsylvania
$275K – – –
KLCM
1287
KG&L Capital Management
Louisiana
$274K -$121K -1,425 -31%
QPWM
1288
Quadrant Private Wealth Management
Pennsylvania
$273K +$273K +3,211 New
TFCP
1289
Twin Focus Capital Partners
Massachusetts
$273K – – –
Hotchkis & Wiley Capital Management
1290
Hotchkis & Wiley Capital Management
California
$272K -$25.5K -300 -9%
SAG
1291
SageView Advisory Group
California
$272K +$272K +3,195 New
BFA
1292
Bragg Financial Advisors
North Carolina
$271K -$680 -8 -0.3%
CA
1293
Crewe Advisors
Utah
$271K -$12.6K -148 -4%
JCM
1294
Janney Capital Management
Pennsylvania
$269K +$85 +1 +0%
XT
1295
XTX Topco
Cayman Islands
$268K -$1.07M -12,609 -80%
MF
1296
Manchester Financial
California
$268K -$37K -435 -12%
PWP
1297
Phillips Wealth Planners
Mississippi
$267K +$267K +2,688 New
SG
1298
Stonnington Group
California
$267K – – –
OCM
1299
Objective Capital Management
Ohio
$266K +$6.63K +78 +3%
SCM
1300
SOL Capital Management
Maryland
$265K – – –
50 51
52
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