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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 %
PVH
1301
Psagot Value Holdings
Israel
$265K -$34.7K -409 -12%
ORC
1302
O'Rourke & Company
Massachusetts
$265K +$8.77K +103 +3%
SFS
1303
Stiles Financial Services
Minnesota
$264K +$1.87K +22 +0.7%
HHGA
1304
Halbert Hargrove Global Advisors
California
$263K -$16.5K -194 -6%
CWM
1305
Centric Wealth Management
Illinois
$263K -$86.3K -1,015 -25%
PAM
1306
Private Asset Management
California
$262K – – –
NFSG
1307
Newbridge Financial Services Group
Florida
$261K -$8.42K -99 -3%
IIM
1308
Ipswich Investment Management
Massachusetts
$261K – – –
GC
1309
Gratus Capital
Georgia
$261K -$14.5M -170,631 -98%
SPWM
1310
Spartan Planning & Wealth Management
North Carolina
$260K +$260K +3,060 New
FAFN
1311
First Affirmative Financial Network
Colorado
$260K +$23.1K +272 +10%
MGIM
1312
M&G Investment Management
United Kingdom
$258K – – –
I
1313
IMPACTfolio
Colorado
$258K +$1.36K +16 +0.5%
AWM
1314
Aprio Wealth Management
Georgia
$257K +$36.1K +425 +16%
FOA
1315
Five Oceans Advisors
California
$257K -$8.67K -102 -3%
SOAMC
1316
Spirit of America Management Corp
New York
$255K – – –
KA
1317
Kozak & Associates
Colorado
$255K +$85 +1 +0%
RMAM
1318
Raab & Moskowitz Asset Management
New Jersey
$255K +$2.13K +25 +0.8%
FCP
1319
Fidelis Capital Partners
Florida
$254K +$254K +2,903 New
CIC
1320
Crawford Investment Counsel
Georgia
$254K -$3.32K -39 -1%
HI
1321
Harrington Investments
California
$253K – – –
WA1
1322
Wimmer Associates 1
California
$252K +$10.6K +125 +4%
CIA
1323
Choate Investment Advisors
Massachusetts
$252K -$6.89K -81 -3%
EFSCE
1324
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$6.29K +74 +3%
HFM
1325
Harvest Fund Management
China
$252K +$764 +9 +0.3%
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