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Morgan Stanley
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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 %
AIM
1676
Aigen Investment Management
New York
– -$4.43M -44,688 Closed
MCM
1677
Mitchell Capital Management
Kansas
– -$4.28M -43,574 Closed
PCM
1678
Pinnbrook Capital Management
New York
– -$3.93M -40,047 Closed
LPARFS
1679
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$3.93M -40,000 Closed
SM
1680
Sciencast Management
New Jersey
– -$3.59M -34,621 Closed
HCM
1681
Helios Capital Management
Singapore
– -$3.24M -33,000 Closed
DA
1682
Duality Advisers
Florida
– -$3.18M -32,433 Closed
VLKIM
1683
Van Lanschot Kempen Investment Management
Netherlands
– -$3.09M -31,509 Closed
VF
1684
Virtu Financial
New York
– -$2.67M -27,200 Closed
PDN
1685
Pensionfund DSM Netherlands
Netherlands
– -$2.63M -26,800 Closed
CWM
1686
Chemistry Wealth Management
New York
– -$2.58M -26,281 Closed
TAM
1687
Toscafund Asset Management
United Kingdom
– -$2.06M -21,000 Closed
MSA
1688
McAlister Sweet & Associates
Texas
– -$1.61M -16,390 Closed
SCP
1689
Syntal Capital Partners
Texas
– -$1.54M -15,737 Closed
HCM
1690
Highview Capital Management
Illinois
– -$1.54M -15,643 Closed
RA
1691
Rational Advisors
New York
– -$1.49M -15,179 Closed
SRAM
1692
Spouting Rock Asset Management
Pennsylvania
– -$1.44M -14,663 Closed
AJ
1693
Ashburton (Jersey)
Jersey
– -$1.4M -14,256 Closed
OC
1694
Optimas Capital
Hong Kong
– -$1.34M -13,636 Closed
DA
1695
DCF Advisers
Connecticut
– -$1.23M -12,500 Closed
PAMP
1696
Polar Asset Management Partners
Ontario, Canada
– -$1.22M -12,373 Closed
LP
1697
LMR Partners
United Kingdom
– -$1.2M -12,266 Closed
RFA
1698
Resurgent Financial Advisors
Georgia
– -$1.17M -11,943 Closed
CAN
1699
Claraphi Advisory Network
United States
– -$1.16M -11,780 Closed
MF
1700
Magnetar Financial
Illinois
– -$1.14M -11,562 Closed
66 67
68
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