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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 %
ACM
1576
AUA Capital Management
Pennsylvania
$28K – – –
JMF
1577
Johnson Midwest Financial
Iowa
$28K – – –
CPA
1578
Cowen Prime Advisors
New York
$28K – – –
MCM
1579
MV Capital Management
Maryland
$27K – – –
TSWM
1580
Tyler-Stone Wealth Management
Ohio
$26K – – –
S
1581
Surevest
California
$26K – – –
ICM
1582
Islay Capital Management
Texas
$26K – – –
MCA
1583
Maryland Capital Advisors
Maryland
$26K – – –
OCM
1584
Orion Capital Management
California
$26K +$8.67K +100 +50%
ACM
1585
Aquatic Capital Management
Illinois
$26K +$17.3K +200 +200%
M1FG
1586
Mach-1 Financial Group
Arkansas
$25K – – –
SC
1587
Seldon Capital
California
$25K – – –
KFS
1588
Kelly Financial Services
Massachusetts
$24.5K -$8.73K -100 -26%
PP
1589
Pacifica Partners
Canada
$24K – – –
PSB
1590
Piscataqua Savings Bank
New Hampshire
$23K – – –
BAM
1591
Byrne Asset Management
New Jersey
$22K – – –
NIC
1592
Northwest Investment Counselors
Oregon
$22K +$2.66K +31 +14%
BCMLT
1593
Beacon Capital Management LLC (Tennessee)
Tennessee
$22K +$22K +243 New
JPLA
1594
Joseph P. Lucia & Associates
New York
$20K +$20K +229 New
MCM
1595
Manchester Capital Management
Vermont
$19K -$7.06K -81 -27%
AW
1596
Avion Wealth
Texas
$18K +$9.13K +106 +103%
MS
1597
Mizuho Securities
Japan
$17K -$357K -4,200 -95%
PCM
1598
Penserra Capital Management
California
$17K -$8.5K -102 -33%
BCM
1599
Bourgeon Capital Management
Connecticut
$17K – – –
SIS
1600
Sound Income Strategies
Florida
$17K +$354 +4 +2%
62 63
64
65 66