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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 %
CDIA
1476
Capital Directions Investment Advisors
Georgia
$130K +$130K +1,485 New
PAG
1477
Paladin Advisory Group
Iowa
$129K +$129K +1,488 New
SQA
1478
Simon Quick Advisors
New Jersey
$128K +$119K +1,362 +1,335%
WWM
1479
Wolff Wiese Magana
California
$124K +$3.77K +43 +3%
HCP
1480
Hexagon Capital Partners
Arkansas
$123K +$18.6K +214 +18%
LTI
1481
Laffer Tengler Investments
Tennessee
$123K -$961 -11 -0.8%
IBOK
1482
Independence Bank of Kentucky
Kentucky
$119K – – –
SCM
1483
Silvant Capital Management
Georgia
$119K – – –
GG
1484
Gleason Group
Kentucky
$118K +$790 +9 +0.7%
Kayne Anderson Rudnick Investment Management
1485
Kayne Anderson Rudnick Investment Management
California
$113K -$2.35K -27 -2%
CAL
1486
Capital Advisors Ltd
Ohio
$112K -$1.4K -16 -1%
SWM
1487
Selective Wealth Management
Virginia
$112K – – –
DAC
1488
Dividend Assets Capital
South Carolina
$111K – – –
PMFA
1489
Plante Moran Financial Advisors
Michigan
$108K +$17.9K +205 +20%
FCMT
1490
Founders Capital Management (Texas)
Texas
$105K – – –
BFC
1491
Bedel Financial Consulting
Indiana
$104K -$13.3K -153 -11%
WPA
1492
West Paces Advisors
Georgia
$104K – – –
T
1493
TCWP
Ohio
$101K +$101K +1,158 New
SWA
1494
Sutton Wealth Advisors
Florida
$98.6K +$21.6K +247 +28%
FMII
1495
Farmers & Merchants Investments Inc
Nebraska
$98K -$10.3K -117 -9%
RMC
1496
Resources Management Corp
Connecticut
$97K – – –
FA
1497
Fortis Advisors
Pennsylvania
$97K +$614 +7 +0.6%
PA
1498
PSI Advisors
Florida
$96K -$6.71K -77 -7%
ME
1499
McIlrath & Eck
Washington
$92K – – –
BHWM
1500
Bay Harbor Wealth Management
Maryland
$90K – – –
58 59
60
61 62