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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 %
CA
1376
Clearstead Advisors
Ohio
$221K -$82.1K -965 -27%
WG
1377
Welch Group
Alabama
$220K +$220K +2,588 New
WWM
1378
Windsor Wealth Management
Indiana
$220K +$220K +2,512 New
HWM
1379
Hemington Wealth Management
Virginia
$220K +$220K +2,598 New
EFM
1380
E Fund Management
China
$219K -$16.5K -194 -7%
SGI
1381
Summit Global Investments
Utah
$218K – – –
PK
1382
Pflug Koory
Nebraska
$218K – – –
PCMC
1383
Private Capital Management (Colorado)
Colorado
$218K -$52.7K -620 -19%
SMA
1384
Sage Mountain Advisors
Georgia
$217K +$217K +2,558 New
AMBIA
1385
Allen Mooney & Barnes Investment Advisors
Georgia
$216K +$255 +3 +0.1%
MAG
1386
Mayfair Advisory Group
Alabama
$216K +$216K +2,467 New
ICP
1387
Interchange Capital Partners
Pennsylvania
$216K -$106K -1,249 -33%
KC
1388
Kingfisher Capital
North Carolina
$216K – – –
HWM
1389
Horizon Wealth Management
Illinois
$216K -$98.2K -1,155 -31%
ES
1390
Eagle Strategies
New York
$215K +$215K +2,532 New
CT
1391
Chicago Trust
Illinois
$214K -$11.5K -135 -5%
FSA
1392
Fort Sheridan Advisors
Illinois
$214K -$33.8K -398 -14%
BOPW
1393
Brandywine Oak Private Wealth
Pennsylvania
$213K +$213K +2,511 New
HCM
1394
Highlander Capital Management
New Jersey
$213K – – –
BMO
1395
Beck Mack & Oliver
New York
$213K +$213K +2,500 New
HCM
1396
Hall Capital Management
Rhode Island
$212K +$212K +2,490 New
HPM
1397
Hoxton Planning & Management
West Virginia
$211K +$211K +2,477 New
CC
1398
Cipher Capital
New York
$211K -$5.8M -68,201 -96%
NEWAS
1399
N.E.W. Advisory Services
Wisconsin
$210K +$210K +2,475 New
ETH
1400
Exos TFP Holdings
New York
$208K +$196K +2,311 +1,725%
54 55
56
57 58