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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 %
RCM
1401
Raleigh Capital Management
North Carolina
$221K +$221K +2,530 New
CA
1402
Claro Advisors
Massachusetts
$220K – – –
BCA
1403
Bay Colony Advisors
Massachusetts
$220K +$20.1K +230 +10%
JG
1404
Jefferies Group
New York
$219K -$559K -6,398 -72%
CQS
1405
Credential Qtrade Securities
$219K -$2.45K -28 -1%
BMO
1406
Beck Mack & Oliver
New York
$219K -$65.7K -750 -23%
BOPW
1407
Brandywine Oak Private Wealth
Pennsylvania
$219K – – –
HCM
1408
Highlander Capital Management
New Jersey
$219K – – –
HWM
1409
Hemington Wealth Management
Virginia
$219K +$219K +2,504 New
FC
1410
Forte Capital
New York
$218K -$13.3K -135 -6%
HCM
1411
Hall Capital Management
Rhode Island
$218K – – –
CA
1412
Crewe Advisors
Utah
$218K +$128K +1,465 +142%
RMAM
1413
Raab & Moskowitz Asset Management
New Jersey
$217K – – –
JIC
1414
Johnson Investment Counsel
Ohio
$216K -$23.5K -268 -10%
DCM
1415
Deuterium Capital Management
Florida
$215K -$121K -1,391 -36%
ABC
1416
Associated Banc-Corp
Wisconsin
$215K -$3.25K -37 -1%
ES
1417
Eagle Strategies
New York
$215K +$1.4K +16 +0.7%
GAM
1418
Grandview Asset Management
Pennsylvania
$215K +$215K +2,454 New
SBL
1419
Sargent Bickham Lagudis
Colorado
$214K – – –
RCA
1420
Resonant Capital Advisors
Wisconsin
$214K +$214K +2,463 New
BCM
1421
Bluefin Capital Management
New York
$213K -$2.16M -24,744 -91%
RW
1422
REDW Wealth
New Mexico
$213K – – –
BTW
1423
Boston Trust Walden
Massachusetts
$212K – – –
PWA
1424
Primoris Wealth Advisors
Florida
$212K – – –
CIAS
1425
Capital Investment Advisory Services
North Carolina
$211K +$21.8K +250 +12%
55 56
57
58 59