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Morgan Stanley
MS

Overview Fund Activity

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.37B
2
Morgan Stanley
Morgan Stanley
New York
$374M
3
Capital International Investors
Capital International Investors
California
$1.73B
4
Franklin Resources
Franklin Resources
California
$790M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$194M

Top Sellers

1
State Street
State Street
Massachusetts
$9.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.07B
3
BlackRock
BlackRock
New York
$7.16B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$654M
5
Bessemer Group
Bessemer Group
New Jersey
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1576
Mascoma Wealth Management
New Hampshire
$3K – – –
CWA
1577
Core Wealth Advisors
Florida
$3K +$3K +34 New
JPLA
1578
Joseph P. Lucia & Associates
New York
$2K -$13.8K -200 -87%
FBT
1579
First Bank & Trust
South Dakota
$2K -$1.93K -29 -49%
CAM
1580
ClariVest Asset Management
California
$2K -$640 -8 -24%
JWM
1581
Janiczek Wealth Management
Colorado
$2K – – –
CP
1582
Corbenic Partners
Pennsylvania
$2K – – –
CFFP
1583
Center for Financial Planning
Michigan
$2K – – –
TFA
1584
Toth Financial Advisory
Virginia
$2K +$2K +20 New
APW
1585
Acima Private Wealth
Virginia
$1.98K – – –
BIM
1586
Baldwin Investment Management
Pennsylvania
$1.63K -$47 -622 -3%
MAM
1587
Marquette Asset Management
Minnesota
$1K – – –
DC
1588
Darrow Company
Massachusetts
$1K +$1K +26 New
BRWM
1589
B. Riley Wealth Management
Tennessee
$834 +$327 +4,295 +64%
CP
1590
Castleview Partners
Texas
$803 -$111K -2,355 -99%
MGIM
1591
M&G Investment Management
United Kingdom
$265 -$6 -80 -2%
ED
1592
Exane Derivatives
France
$76 – – –
WIM
1593
Westside Investment Management
California
$5 +$5 +70 New
CAM
1594
Crake Asset Management
United Kingdom
– -$42.9M -491,158 Closed
ECU
1595
Eisler Capital (UK)
United Kingdom
– -$34.2M -390,874 Closed
MSL
1596
Mackay Shields LLC
New York
– -$17.8M -203,274 Closed
RPI
1597
Railway Pension Investments
United Kingdom
– -$17M -194,900 Closed
Two Sigma Investments
1598
Two Sigma Investments
New York
– -$14.8M -169,747 Closed
BFA
1599
Brendel Financial Advisors
New Hampshire
– -$3.23M -146,022 Closed
LC
1600
Loews Corp
New York
– -$10.1M -115,000 Closed
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