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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 %
BWAM
1426
Boyd Watterson Asset Management
Ohio
$179K +$179K +2,107 New
Balyasny Asset Management
1427
Balyasny Asset Management
Illinois
$170K -$113M -1,330,235 -100%
IFA
1428
Interactive Financial Advisors
Illinois
$170K – – –
Kayne Anderson Rudnick Investment Management
1429
Kayne Anderson Rudnick Investment Management
California
$169K – – –
GGI
1430
Godsey & Gibb Inc
Virginia
$165K +$165K +1,936 New
CQS
1431
Credential Qtrade Securities
$163K -$12.6K -148 -7%
BWM
1432
Baystate Wealth Management
Massachusetts
$162K +$1.36K +16 +0.8%
KFI
1433
Key Financial Inc
Pennsylvania
$161K – – –
SWA
1434
Sutton Wealth Advisors
Florida
$156K – – –
BWM
1435
BerganKDV Wealth Management
Minnesota
$156K -$9.18K -108 -6%
FMII
1436
Farmers & Merchants Investments Inc
Nebraska
$155K -$7.91K -93 -5%
ACA
1437
Atlas Capital Advisors
Wyoming
$154K – – –
BBPWM
1438
Blue Bell Private Wealth Management
Pennsylvania
$151K +$850 +10 +0.6%
EWM
1439
Endurance Wealth Management
Rhode Island
$150K -$12.6K -149 -8%
HBW
1440
Hazlett, Burt & Watson
West Virginia
$148K +$15.2K +177 +11%
CFGS
1441
Concourse Financial Group Securities
Alabama
$140K +$7.57K +89 +6%
SCA
1442
Stonebridge Capital Advisors
Minnesota
$137K +$89.7K +1,055 +188%
EI
1443
Ellevest Inc
New York
$136K -$2.98K -35 -2%
GBT
1444
Grove Bank & Trust
Florida
$134K +$134K +1,574 New
BWL
1445
Bogart Wealth LLC
Virginia
$133K +$14.5K +171 +12%
MAM
1446
Magellan Asset Management
Australia
$130K +$130K +1,530 New
JEST
1447
JTC Employer Solutions Trustee
Jersey
$128K – – –
IBOK
1448
Independence Bank of Kentucky
Kentucky
$128K +$11.9K +140 +10%
MMG
1449
Monetary Management Group
Missouri
$128K – – –
3IP
1450
3Chopt Investment Partners
Virginia
$128K +$128K +1,500 New
56 57
58
59 60