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Morgan Stanley
MS

Overview Fund Activity

1,573 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 632 increasing their positions, 604 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.5%
New
107
Increased
632
Reduced
604
Closed
106
Calls
$2.31B
Puts
$2.97B
Net Calls
-$664M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.28B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.3B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.46B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.89B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$252M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$8.98B
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
BlackRock
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$819M
5
Norges Bank
Norges Bank
Norway
$877M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
151
Ferguson Wellman Capital Management
Oregon
$42M +$449K +5,684 +1%
E
152
Ergoteles
New York
$41.5M +$41.5M +525,381 New
SEI Investments
153
SEI Investments
Pennsylvania
$41.3M -$2.66M -33,678 -6%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$41.1M +$330K +4,173 +0.8%
TAM
155
Todd Asset Management
Kentucky
$40.3M -$442K -5,592 -1%
TG
156
TCW Group
California
$40M -$1.09M -13,782 -3%
TAF
157
Tredje AP-fonden
Sweden
$36.7M +$9.82M +124,310 +37%
Rafferty Asset Management
158
Rafferty Asset Management
New York
$36.3M +$4.29M +54,242 +13%
SEIA
159
Signature Estate & Investment Advisors
California
$36.2M -$1.74M -22,017 -5%
NIG
160
NFJ Investment Group
Texas
$35.6M +$15.3M +358,018 +75%
PA
161
Pinnacle Associates
New York
$35.1M +$740K +9,362 +2%
AIG
162
American International Group
New York
$34.6M -$2.01M -25,395 -5%
NA
163
NewEdge Advisors
Louisiana
$34.5M +$653K +8,264 +2%
ERSOT
164
Employees Retirement System of Texas
Texas
$34.3M +$6.72M +85,000 +24%
Royal London Asset Management
165
Royal London Asset Management
United Kingdom
$34.2M -$3.58M -45,359 -9%
CA
166
Capitolis Advisors
New York
$32.5M +$31.6M +400,000 +3,720%
TWC
167
TD Waterhouse Canada
Ontario, Canada
$32.4M +$15.6K +184 +0%
MME
168
Meag Munich Ergo
Germany
$32M -$14.8M -186,830 -32%
RG
169
Rathbones Group
United Kingdom
$31.8M -$3.98M -50,400 -11%
ELC
170
Edgar Lomax Company
Virginia
$30.8M -$342K -4,330 -1%
CCMG
171
Clark Capital Management Group
Pennsylvania
$30.3M +$938K +11,873 +3%
FT
172
Fiduciary Trust
Massachusetts
$30.1M +$50.1K +634 +0.2%
Alyeska Investment Group
173
Alyeska Investment Group
Illinois
$30M +$30M +379,160 New
LCM
174
Laurion Capital Management
New York
$29.3M -$19.6M -248,045 -40%
BCM
175
Basswood Capital Management
New York
$29.2M – – –
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