Morgan Stanley
1,669 hedge funds and large institutions have $129B invested in Morgan Stanley in 2022 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 676 increasing their positions, 614 reducing their positions, and 163 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 676 | Existing positions reduced: 614
0.55% less ownership
Funds ownership: 83.42% → 82.87% (-0.55%)
3% less funds holding
Funds holding: 1,712 → 1,669 (-43)
12% less capital invested
Capital invested by funds: $146B → $129B (-$17B)
13% less first-time investments, than exits
New positions opened: 141 | Existing positions closed: 163
34% less funds holding in top 10
Funds holding in top 10: 47 → 31 (-16)
38% less call options, than puts
Call options by funds: $2.11B | Put options by funds: $3.38B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.75B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.29B |
| 3 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$499M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$291M |
| 5 |
Goldman Sachs
New York
|
+$254M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$903M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$825M |
| 3 |
BlackRock
New York
|
-$667M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$541M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$527M |
MS Hedge Fund Activity: Q1 2022 in Review
1,669 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2022, worth a combined $129B — down 12% from $146B a quarter earlier.
Sellers outnumbered buyers: 163 funds closed out of MS and 141 opened new positions — a net loss of 22 holders — while 614 trimmed existing stakes and 676 added.
The largest buyer was Capital International Investors, adding an estimated $1.75B. The largest seller was Fidelity Investments, cutting an estimated $903M.
- 1,669 institutional investors held Morgan Stanley (MS) as of Q1 2022, down from 1,712 in Q4 2021.
- Funds reported $129B of Morgan Stanley stock for Q1 2022, down 12% quarter-over-quarter.
- 141 funds opened new Morgan Stanley positions in Q1 2022 and 163 closed out, a net change of -22 holders.
- The largest Morgan Stanley buyer in Q1 2022 was Capital International Investors, an estimated $1.75B added.
- The largest Morgan Stanley seller in Q1 2022 was Fidelity Investments, an estimated $903M sold.
Based on aggregated 13F filings for Q1 2022.