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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 %
ME
1476
McIlrath & Eck
Washington
$99.5K – – –
FA
1477
Fortis Advisors
Pennsylvania
$96.5K +$850 +10 +0.9%
CWC
1478
Carolinas Wealth Consulting
North Carolina
$96.1K +$35.1K +413 +58%
FCA
1479
FinTrust Capital Advisors
South Carolina
$95K -$127K -1,496 -57%
BWA
1480
BDO Wealth Advisors
Florida
$94K +$42.9K +504 +84%
RMC
1481
Resources Management Corp
Connecticut
$94K – – –
BC
1482
Burleson & Co
California
$93.9K +$340 +4 +0.4%
FCMT
1483
Founders Capital Management (Texas)
Texas
$93K +$681 +8 +0.7%
SIS
1484
Sound Income Strategies
Florida
$92.3K +$24.7K +291 +37%
CB
1485
Centennial Bank
Arkansas
$87.7K +$87.7K +1,031 New
TFP
1486
Tilia Fiduciary Partners
North Carolina
$86.4K -$6.38K -75 -7%
PMAM
1487
Picton Mahoney Asset Management
Ontario, Canada
$86K -$5.48M -64,635 -98%
C
1488
Covestor
United Kingdom
$86K -$36.7K -431 -30%
RA
1489
Rise Advisors
New York
$85.5K +$680 +8 +0.8%
PA
1490
PSI Advisors
Florida
$85.1K -$8.5K -100 -9%
CNBTD
1491
Citizens National Bank Trust Department
Mississippi
$85K -$1.19K -14 -1%
MUAMU
1492
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$85K – – –
GFPC
1493
Global Financial Private Client
Florida
$83.7K +$1.7K +20 +2%
CMA
1494
Cedar Mountain Advisors
Oregon
$82.5K +$510 +6 +0.6%
PFA
1495
Pathway Financial Advisers
Indiana
$81.1K +$81.1K +953 New
BLC
1496
Brown, Lisle/Cummings
Rhode Island
$78.6K – – –
CWM
1497
Cedar Wealth Management
California
$78.4K – – –
FMTCOCP
1498
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K +$9.05K +106 +14%
PMFA
1499
Plante Moran Financial Advisors
Michigan
$75.1K -$72.8K -856 -49%
BHWM
1500
Bay Harbor Wealth Management
Maryland
$75K -$254 -3 -0.3%
58 59
60
61 62