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Morgan Stanley
MS

Overview Fund Activity

1,667 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 603 increasing their positions, 621 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+94
Holders Change %
+5.98%
% of All Funds
26.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
214
Increased
603
Reduced
621
Closed
87
Calls
$3.02B
Puts
$3.22B
Net Calls
-$203M
Net Calls Change
+$461M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$746M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$589M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
Amundi
Amundi
France
+$88.1M
5
Morgan Stanley
Morgan Stanley
New York
+$87.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$700M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$600M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$454M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$273M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$43M -$1.14M -13,385 -3%
Axa
152
Axa
France
$42.4M -$20.2M -237,155 -32%
Corient Private Wealth
153
Corient Private Wealth
Florida
$41.1M +$41.1M +483,071 New
Bank of Nova Scotia
154
Bank of Nova Scotia
Ontario, Canada
$40.1M +$21.4M +251,401 +114%
SEIA
155
Signature Estate & Investment Advisors
California
$39M +$92.2K +1,084 +0.2%
MME
156
Meag Munich Ergo
Germany
$38M +$3.63M +42,648 +11%
PA
157
Pinnacle Associates
New York
$37.6M -$202K -2,376 -0.5%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$37.2M +$385K +4,525 +1%
NIG
159
NFJ Investment Group
Texas
$36.9M -$34M -399,804 -48%
ERSOT
160
Employees Retirement System of Texas
Texas
$36.9M – – –
Connor, Clark & Lunn Investment Management (CC&L)
161
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.8M +$8.72M +102,522 +32%
SEI Investments
162
SEI Investments
Pennsylvania
$35.5M -$8.93M -105,028 -20%
AIG
163
American International Group
New York
$34.9M -$2.34M -27,466 -6%
RG
164
Rathbones Group
United Kingdom
$34.8M +$638K +7,504 +2%
TWC
165
TD Waterhouse Canada
Ontario, Canada
$34.5M -$1.72M -18,201 -5%
CCMG
166
Clark Capital Management Group
Pennsylvania
$33.7M +$1.08M +12,719 +3%
Aviva
167
Aviva
United Kingdom
$33.6M +$2.88M +33,848 +9%
ELC
168
Edgar Lomax Company
Virginia
$32.9M -$258K -3,035 -0.8%
CTC (Chicago Trading Company)
169
CTC (Chicago Trading Company)
Illinois
$32.7M +$26M +305,838 +391%
Millennium Management
170
Millennium Management
New York
$32.6M -$72.4M -851,989 -69%
Nomura Asset Management
171
Nomura Asset Management
Japan
$32.3M +$2.77M +32,525 +9%
FT
172
Fiduciary Trust
Massachusetts
$32.3M -$130K -1,528 -0.4%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$31.9M +$714K +8,399 +2%
HP
174
Hosking Partners
United Kingdom
$31.6M +$15.4M +181,547 +95%
CI
175
Conning Inc
Connecticut
$31.5M +$30.4M +357,562 +2,627%
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