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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 %
SCA
1501
Stonebridge Capital Advisors
Minnesota
$89K +$13.1K +150 +17%
GFPC
1502
Global Financial Private Client
Florida
$88.7K -$532K -6,112 -86%
CWA
1503
Clearview Wealth Advisors
Oregon
$87K -$42.2K -485 -33%
FNBOSM
1504
First National Bank of South Miami
Florida
$87K – – –
CMA
1505
Cedar Mountain Advisors
Oregon
$83K +$5.66K +65 +7%
EAM
1506
Eukles Asset Management
Ohio
$82K -$11.8K -134 -13%
CNBTD
1507
Citizens National Bank Trust Department
Mississippi
$82K – – –
SWM
1508
Sugarloaf Wealth Management
Georgia
$82K +$70.2K +801 +598%
GWS
1509
Glassman Wealth Services
Virginia
$81K -$6.66K -76 -8%
CWM
1510
Cedar Wealth Management
California
$81K – – –
BLC
1511
Brown, Lisle/Cummings
Rhode Island
$80.8K – – –
GCA
1512
Greenwood Capital Associates
South Carolina
$79K -$12M -136,386 -99%
RA
1513
Rise Advisors
New York
$77K +$7.35K +84 +11%
TFP
1514
Tilia Fiduciary Partners
North Carolina
$74K – – –
HBW
1515
Hazlett, Burt & Watson
West Virginia
$74K +$74K +841 New
TFGT
1516
TS Financial Group (TSFG)
Illinois
$73K +$87 +1 +0.1%
HDIM
1517
Hanson & Doremus Investment Management
Vermont
$73K +$12.3K +141 +20%
LAS
1518
Lloyd Advisory Services
Georgia
$72K -$1.66K -19 -2%
BWL
1519
Bogart Wealth LLC
Virginia
$71K -$14K -161 -16%
CBT
1520
CoreFirst Bank & Trust
Kansas
$71K – – –
CC
1521
Corsicana & Co
Texas
$71K – – –
PCC
1522
Park Circle Company
Maryland
$70K – – –
BDWM
1523
Brewin Dolphin Wealth Management
Ireland
$70K – – –
FMTCOCP
1524
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K -$39.6K -450 -36%
SA
1525
SRH Advisors
Kansas
$67K +$351 +4 +0.5%
59 60
61
62 63