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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
$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.33B
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452M
4
Bank of America
Bank of America
North Carolina
$2.25B
5
Goldman Sachs
Goldman Sachs
New York
$1B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.46B
3
BlackRock
BlackRock
New York
$8.73B
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.2B
5
Ameriprise
Ameriprise
Minnesota
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
1701
MBB Public Markets
Illinois
– -$1.09M -11,131 Closed
TSS
1702
Two Sigma Securities
New York
– -$1.08M -11,035 Closed
LWIC
1703
Leith Wheeler Investment Counsel
British Columbia, Canada
– -$992K -10,101 Closed
UM
1704
Ulysses Management
New York
– -$982K -10,000 Closed
EN1L
1705
Engine No 1 LLC
California
– -$965K -9,826 Closed
LOAMS
1706
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$936K -9,535 Closed
SCI
1707
Stableford Capital II
Arizona
– -$870K -8,871 Closed
CWA
1708
Core Wealth Advisors
Florida
– -$859K -8,747 Closed
QC
1709
Quadrature Capital
United Kingdom
– -$842K -8,579 Closed
ST
1710
Sentinel Trust
Texas
– -$768K -7,819 Closed
LOAME
1711
Lombard Odier Asset Management (Europe)
United Kingdom
– -$747K -7,611 Closed
CWM
1712
Congress Wealth Management
Massachusetts
– -$741K -7,551 Closed
ALAM
1713
Asahi Life Asset Management
Japan
– -$726K -7,400 Closed
AWM
1714
Accurate Wealth Management
Florida
– -$992K -7,391 Closed
WA
1715
WESPAC Advisors
California
– -$725K -7,381 Closed
WIC
1716
Woodmont Investment Counsel
Tennessee
– -$710K -7,234 Closed
FNBOH
1717
First National Bank of Hutchinson
Kansas
– -$695K -7,077 Closed
CCM
1718
CAAS Capital Management
New York
– -$604K -6,150 Closed
AGP
1719
Autumn Glory Partners
Texas
– -$600K -6,114 Closed
QTM
1720
qPULA Trading Management
New York
– -$574K -5,851 Closed
SB
1721
Simmons Bank
Arkansas
– -$574K -5,850 Closed
ARC
1722
Advisor Resource Council
Texas
– -$534K -5,439 Closed
ACM
1723
Alethea Capital Management
Washington
– -$528K -5,381 Closed
AAS
1724
Annex Advisory Services
Wisconsin
– -$497K -5,059 Closed
JFGLC
1725
Johnson Financial Group LLC (Colorado)
Colorado
– -$495K -5,038 Closed
67 68
69
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