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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
126
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$58.2M -$60M -706,000 -51%
1832 Asset Management
127
1832 Asset Management
Ontario, Canada
$58.1M +$57.5M +676,000 +8,745%
US Bancorp
128
US Bancorp
Minnesota
$57.8M +$5.17M +60,857 +10%
MIFH
129
Migdal Insurance & Financial Holdings
Israel
$56.9M +$635K +7,472 +1%
CS
130
Candriam SCA
Luxembourg
$56.2M -$5.99M -70,513 -10%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$56M -$43.8M -515,473 -44%
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$53.6M +$42.5M +500,330 +384%
UB
133
UMB Bank
Missouri
$53.2M +$277K +3,256 +0.5%
ASC
134
Atalanta Sosnoff Capital
New York
$52.7M -$33.9M -398,438 -39%
SSM
135
Sound Shore Management
Connecticut
$52.7M -$2.26M -26,621 -4%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$52.1M – – –
GIA
137
Gateway Investment Advisers
Ohio
$51.1M +$309K +3,634 +0.6%
Ninety One (UK)
138
Ninety One (UK)
United Kingdom
$49.3M -$50.3K -592 -0.1%
TAF
139
Tredje AP-fonden
Sweden
$48.8M +$9.33M +109,718 +24%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$48.3M -$491K -5,780 -1%
WFMPM
141
Woodley Farra Manion Portfolio Management
Indiana
$46.9M -$190K -2,239 -0.4%
SO
142
STRS Ohio
Ohio
$46.5M -$1.48M -17,464 -3%
Asset Management One
143
Asset Management One
Japan
$46M -$3.6M -42,279 -7%
TG
144
TCW Group
California
$45.8M +$2.69M +31,632 +6%
CWM
145
CIBC World Markets
New York
$45.6M +$18.3M +214,733 +67%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$45.6M -$602K -7,084 -1%
PAMS
147
Pictet Asset Management (Switzerland)
Switzerland
$45.1M -$544K -7,466 -1%
LFG
148
Lazard Frères Gestion
France
$45.1M -$1.45M -17,780 -3%
TAM
149
Todd Asset Management
Kentucky
$43.2M -$145K -1,700 -0.3%
Rafferty Asset Management
150
Rafferty Asset Management
New York
$43.2M +$4.06M +47,747 +10%
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