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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.

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
1
Capital International Investors
California
$1.81B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.33B
3
OTPPB
3
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452M
4
Bank of America
4
Bank of America
North Carolina
$2.25B
5
Goldman Sachs
5
Goldman Sachs
New York
$1B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.46B
3
BlackRock
3
BlackRock
New York
$8.73B
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.2B
5
Ameriprise
5
Ameriprise
Minnesota
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
Westfield Capital Management
126
Westfield Capital Management
Massachusetts
$66.3M -$54.3M -621,109 -45%
Public Sector Pension Investment Board (PSP Investments)
127
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$64.6M -$9.93M -113,630 -13%
Ninety One (UK)
128
Ninety One (UK)
United Kingdom
$64.3M -$10.9M -124,402 -14%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$63.7M +$31.5M +360,563 +98%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$63.4M -$32.1M -365,084 -34%
Mitsubishi UFJ Trust & Banking
131
Mitsubishi UFJ Trust & Banking
Japan
$62.8M -$1.92M -22,024 -3%
Connor, Clark & Lunn Investment Management (CC&L)
132
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$62.4M +$42.4M +485,682 +212%
Swedbank
133
Swedbank
Sweden
$61.6M -$14.6K -167 -0%
BGIM
134
Brandywine Global Investment Management
Pennsylvania
$61.3M +$33.2M +379,661 +118%
CPC
135
Cookson Peirce & Co
Pennsylvania
$60.1M +$191K +2,180 +0.3%
AIA
136
Avalon Investment & Advisory
Texas
$59.7M +$5.88M +67,292 +11%
Mitsubishi UFJ Asset Management
137
Mitsubishi UFJ Asset Management
Japan
$58.7M +$5.38M +61,582 +10%
Rafferty Asset Management
138
Rafferty Asset Management
New York
$58.2M -$3.59M -41,072 -6%
MIFH
139
Migdal Insurance & Financial Holdings
Israel
$58.1M -$27M -308,977 -32%
LPL Financial
140
LPL Financial
California
$56.8M +$718K +8,216 +1%
M&T Bank
141
M&T Bank
New York
$55.5M +$2.19M +25,066 +4%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$55M -$14.1M -160,893 -20%
TG
143
TCW Group
California
$54.8M -$915K -10,469 -2%
Asset Management One
144
Asset Management One
Japan
$54.5M -$3.96M -45,354 -7%
RCM
145
RNC Capital Management
California
$54M -$491K -5,618 -0.9%
GIA
146
Gateway Investment Advisers
Ohio
$52.4M -$2.81M -32,121 -5%
Axa
147
Axa
France
$52.3M +$26.2M +299,624 +100%
LFRG
148
Lazard Frères Gestion
France
$52.1M -$4.46M -55,023 -8%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$51.4M -$392K -4,488 -0.8%
JCM
150
Junto Capital Management
New York
$50.8M -$45.1M -515,515 -47%
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