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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 %
JCM
1301
Janney Capital Management
Pennsylvania
$270K +$5.77K +66 +2%
I
1302
IMPACTfolio
Colorado
$270K +$270K +3,093 New
PAM
1303
Private Asset Management
California
$269K – – –
SOW
1304
State of Wyoming
Wyoming
$268K -$10.9K -125 -4%
FOA
1305
Five Oceans Advisors
California
$268K +$5.43K +62 +2%
CIA
1306
Choate Investment Advisors
Massachusetts
$266K -$15.8K -180 -6%
OCM
1307
Objective Capital Management
Ohio
$266K – – –
GPA
1308
Guerra Pan Advisors
New Jersey
$266K – – –
WWM
1309
Wagner Wealth Management
South Carolina
$266K +$18.3K +210 +7%
ORC
1310
O'Rourke & Company
Massachusetts
$265K +$786 +9 +0.3%
SWM
1311
Segment Wealth Management
Texas
$265K +$3.59K +41 +1%
WP
1312
WealthSource Partners
California
$265K +$14.8K +169 +6%
AA
1313
Addison Advisors
Vermont
$265K +$110K +1,258 +71%
SFP
1314
Shepherd Financial Partners
Massachusetts
$265K +$265K +3,023 New
HFS
1315
Howard Financial Services
Texas
$264K +$264K +3,025 New
CAM
1316
Cozad Asset Management
Illinois
$263K +$26.2K +300 +11%
GSC
1317
Ground Swell Capital
South Carolina
$263K +$263K +3,010 New
GLA
1318
Great Lakes Advisors
Illinois
$262K -$97.1K -1,111 -27%
SOAMC
1319
Spirit of America Management Corp
New York
$262K – – –
CFO
1320
CVA Family Office
Colorado
$262K +$17.5K +200 +7%
1WA
1321
180 Wealth Advisors
Washington
$261K -$11.7K -132 -4%
RC
1322
Roundview Capital
New Jersey
$261K -$6.82K -78 -3%
PWP
1323
Perfromance Wealth Partners
Illinois
$261K -$1.58K -18 -0.6%
ZIM
1324
Zacks Investment Management
Illinois
$261K +$71.7K +821 +38%
HI
1325
Harrington Investments
California
$260K +$26.2K +300 +11%
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