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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 %
KFI
1451
Key Financial Inc
Pennsylvania
$178K +$39.8K +456 +29%
ANBT
1452
American National Bank & Trust
Texas
$176K +$15.1K +173 +9%
PHK
1453
Point72 Hong Kong
Hong Kong
$176K +$176K +2,011 New
IFA
1454
Interactive Financial Advisors
Illinois
$175K – – –
SAS
1455
Stelac Advisory Services
New York
$168K -$322K -3,690 -66%
EWM
1456
Endurance Wealth Management
Rhode Island
$167K – – –
EMG
1457
ETF Managers Group
New Jersey
$166K +$166K +1,841 New
BBPWM
1458
Blue Bell Private Wealth Management
Pennsylvania
$165K – – –
VNA
1459
Valley National Advisers
Pennsylvania
$162K -$20.4K -233 -11%
BWM
1460
Baystate Wealth Management
Massachusetts
$162K +$1.05K +12 +0.7%
SSB
1461
Sandy Spring Bank
Maryland
$161K -$5.34K -61 -3%
BS
1462
Bessemer Securities
New York
$157K +$157K +1,799 New
KA
1463
Kozak & Associates
Colorado
$156K – – –
PAM
1464
Premier Asset Management
Illinois
$152K – – –
LWA
1465
Lenox Wealth Advisors
New York
$151K +$16.1K +191 +12%
Macquarie Group
1466
Macquarie Group
Australia
$150K -$137K -1,568,365 -48%
HIM
1467
Hillsdale Investment Management
Ontario, Canada
$148K +$116K +1,330 +369%
PFSC
1468
Peoples Financial Services Corp
Pennsylvania
$146K +$146K +1,674 New
GLLW
1469
Graves Light Lenhart Wealth
Virginia
$145K -$4.37K -50 -3%
BC
1470
Burleson & Co
California
$145K +$28.7K +328 +25%
CWM
1471
Cranbrook Wealth Management
Michigan
$143K – – –
WR
1472
WD Rutherford
Oregon
$142K +$56.8K +650 +67%
CFGS
1473
Concourse Financial Group Securities
Alabama
$138K -$46.7K -535 -25%
VRM
1474
Vectors Research Management
New York
$131K – – –
MMG
1475
Monetary Management Group
Missouri
$131K +$131K +1,500 New
57 58
59
60 61