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Morgan Stanley
MS

Overview Fund Activity

1,573 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 632 increasing their positions, 604 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.5%
New
107
Increased
632
Reduced
604
Closed
106
Calls
$2.31B
Puts
$2.97B
Net Calls
-$664M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.28B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.3B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.46B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.89B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$252M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$8.98B
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
BlackRock
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$819M
5
Norges Bank
Norges Bank
Norway
$877M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$59.9M -$2.12M -26,890 -3%
ClearBridge Investments
127
ClearBridge Investments
New York
$59.8M +$3.96M +50,181 +7%
M&T Bank
128
M&T Bank
New York
$59.6M +$1.14M +14,438 +2%
Allianz Asset Management
129
Allianz Asset Management
Germany
$59.4M -$54.3M -687,317 -48%
Axa
130
Axa
France
$58.2M -$535K -6,765 -0.9%
CS
131
Candriam SCA
Luxembourg
$57.8M +$14.4M +182,749 +33%
AIA
132
Avalon Investment & Advisory
Texas
$55.2M -$42.3K -536 -0.1%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$52.8M -$59.4M -751,791 -53%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$52.4M +$43.4M +549,509 +481%
MIFH
135
Migdal Insurance & Financial Holdings
Israel
$52.3M -$137K -1,736 -0.3%
SSM
136
Sound Shore Management
Connecticut
$51.1M -$41M -519,324 -45%
PAMS
137
Pictet Asset Management (Switzerland)
Switzerland
$49.5M -$2.36M -29,809 -5%
UB
138
UMB Bank
Missouri
$49.2M +$11.4M +144,401 +30%
US Bancorp
139
US Bancorp
Minnesota
$48.9M +$4.63M +58,645 +10%
HighTower Advisors
140
HighTower Advisors
Illinois
$48.8M +$5.64M +72,097 +13%
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$48.4M +$48.4M +612,883 New
N
142
Natixis
France
$47.9M +$10.4M +131,728 +28%
GIA
143
Gateway Investment Advisers
Ohio
$47.2M -$310K -3,918 -0.7%
Asset Management One
144
Asset Management One
Japan
$46M -$805K -10,192 -2%
LFRG
145
Lazard Frères Gestion
France
$45.9M -$2.96M -36,838 -6%
Ninety One (UK)
146
Ninety One (UK)
United Kingdom
$45.9M -$11.7M -147,677 -20%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$45.4M +$2.62M +33,138 +6%
SO
148
STRS Ohio
Ohio
$44.6M -$766K -9,694 -2%
WFMPM
149
Woodley Farra Manion Portfolio Management
Indiana
$43.8M +$445K +5,636 +1%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$42.9M -$1.13M -14,290 -3%
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