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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
+$1.59B
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 %
SM
1726
Southport Management
Wyoming
– -$491K -5,000 Closed
CWA
1727
Canvas Wealth Advisors
Kansas
– -$438K -4,461 Closed
A
1728
Astrantus
Cyprus
– -$432K -4,406 Closed
HTC
1729
Haverford Trust Company
Pennsylvania
– -$432K -4,399 Closed
HI
1730
HBK Investments
Texas
– -$416K -4,240 Closed
RWA
1731
Ropes Wealth Advisors
Massachusetts
– -$357K -3,638 Closed
MCM
1732
Marathon Capital Management
Maryland
– -$349K -3,560 Closed
PRC
1733
Pearl River Capital
Michigan
– -$341K -3,479 Closed
HWIS
1734
Hancock Whitney Investment Services
Louisiana
– -$338K -3,457 Closed
RP
1735
Riverwater Partners
Wisconsin
– -$334K -3,400 Closed
CGA
1736
Crescent Grove Advisors
Illinois
– -$329K -3,349 Closed
BWAM
1737
Boyd Watterson Asset Management
Ohio
– -$318K -3,239 Closed
HIC
1738
Hartline Investment Corp
Illinois
– -$310K -3,156 Closed
RL
1739
RPO LLC
Connecticut
– -$304K -3,100 Closed
MWPCG
1740
Measured Wealth Private Client Group
New Hampshire
– -$289K -2,945 Closed
LP
1741
LGL Partners
Pennsylvania
– -$288K -2,933 Closed
FWM
1742
FFT Wealth Management
Pennsylvania
– -$288K -2,933 Closed
RI
1743
Ridgewood Investments
New Jersey
– -$286K -2,911 Closed
DS
1744
DRW Securities
Illinois
– -$284K -2,896 Closed
NC
1745
NovaPoint Capital
Georgia
– -$284K -2,890 Closed
RDWM
1746
Red Door Wealth Management
Tennessee
– -$280K -2,854 Closed
WAOI
1747
Wealth Advisors of Iowa
Iowa
– -$270K -2,750 Closed
PMG
1748
ProVise Management Group
Florida
– -$266K -2,712 Closed
BFO
1749
Biltmore Family Office
North Carolina
– -$258K -2,626 Closed
JCM
1750
Jacobi Capital Management
Pennsylvania
– -$251K -2,557 Closed
68 69
70
71 72