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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 %
CRI
1426
Colonial River Investments
Virginia
$211K +$211K +2,413 New
GA
1427
Greenspring Advisors
Maryland
$209K -$36.5K -418 -15%
IP
1428
Investment Partners
Ohio
$209K +$349 +4 +0.2%
FFN
1429
Focus Financial Network
Minnesota
$208K +$208K +2,383 New
BHIA
1430
Birch Hill Investment Advisors
Massachusetts
$208K -$28K -320 -12%
CP
1431
Castleview Partners
Texas
$207K -$2.36M -27,076 -92%
CT
1432
Chicago Trust
Illinois
$207K -$2.98K -34 -1%
CL
1433
Choreo LLC
Illinois
$206K -$13K -149 -6%
OA
1434
Operose Advisors
Wisconsin
$206K +$20.1K +230 +11%
FVCM
1435
F&V Capital Management
Florida
$204K -$316K -3,625 -61%
RFM
1436
Royal Fund Management
Florida
$204K -$52.2K -600 -20%
KS
1437
Karpas Strategies
Connecticut
$204K +$1.05K +12 +0.5%
TA
1438
TrueWealth Advisors
Alabama
$203K – – –
FAFN
1439
First Affirmative Financial Network
Colorado
$203K +$10.1K +116 +5%
MWM
1440
Mission Wealth Management
California
$202K +$1.31K +15 +0.7%
AIMC
1441
Alley Investment Management Company
Illinois
$202K +$202K +2,314 New
CIC
1442
Cornercap Investment Counsel
Georgia
$200K -$12.7K -146 -6%
FZCM
1443
Flynn Zito Capital Management
New York
$200K – – –
IWP
1444
Icon Wealth Partners
Texas
$200K +$3.32K +38 +2%
ACA
1445
Atlas Capital Advisors
Wyoming
$199K -$35K -400 -15%
BAM
1446
Barrett Asset Management
New York
$199K +$29.8K +343 +18%
IAS
1447
IMA Advisory Services
Colorado
$186K – – –
BEI
1448
Benjamin Edwards Inc
Missouri
$185K -$263 -3 -0.1%
PWMG
1449
Prestige Wealth Management Group
New Jersey
$183K -$350 -4 -0.2%
CLOS
1450
Compagnie Lombard Odier SCmA
Switzerland
$181K – – –
56 57
58
59 60