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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 %
YIH
1626
Y-Intercept (HK)
Hong Kong
– -$1.88M -21,524 Closed
IRF
1627
IBM Retirement Fund
New York
– -$1.84M -21,092 Closed
RBA
1628
Richard Bernstein Advisors
New York
– -$1.61M -18,369 Closed
RIM
1629
Redwood Investment Management
Arizona
– -$1.45M -16,598 Closed
OAM
1630
Oak Asset Management
California
– -$1.38M -15,728 Closed
SLWA
1631
San Luis Wealth Advisors
California
– -$1.4M -14,244 Closed
UH
1632
Unigestion Holding
Switzerland
– -$1.23M -13,574 Closed
FI
1633
Fractal Investments
Connecticut
– -$1.18M -13,464 Closed
VLC
1634
Van Leeuwen & Company
New Jersey
– -$1.13M -12,885 Closed
FFA
1635
Freedman Financial Associates
Massachusetts
– -$1.11M -12,714 Closed
CMANY
1636
Capital Management Associates (New York)
New York
– -$1.05M -12,000 Closed
BHB
1637
Bank Hapoalim BM
Israel
– -$954K -10,916 Closed
SG
1638
StoneX Group
New York
– -$920K -10,526 Closed
OQS
1639
Occudo Quantitative Strategies
Florida
– -$909K -10,402 Closed
OHU
1640
Odey Holdings (UK)
United Kingdom
– -$904K -10,343 Closed
Two Sigma Advisers
1641
Two Sigma Advisers
New York
– -$804K -9,200 Closed
SMFG
1642
Sumitomo Mitsui Financial Group
Japan
– -$812K -9,000 Closed
OTL
1643
Oak Thistle LLC
New York
– -$694K -7,939 Closed
AGA
1644
Accuvest Global Advisors
Utah
– -$645K -7,378 Closed
ADL
1645
Asset Dedication LLC
California
– -$637K -7,302 Closed
Walleye Capital
1646
Walleye Capital
New York
– -$632K -7,227 Closed
4WM
1647
44 Wealth Management
Oregon
– -$621K -7,105 Closed
CMI
1648
Clare Market Investments
Texas
– -$619K -7,077 Closed
KFA
1649
Krane Funds Advisors
New York
– -$587K -6,713 Closed
ACM
1650
Aubrey Capital Management
United Kingdom
– -$597K -6,613 Closed
64 65
66
67 68