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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 %
NEWAS
1751
N.E.W. Advisory Services
Wisconsin
– -$245K -2,495 Closed
GCC
1752
Game Creek Capital
Massachusetts
– -$226K -2,300 Closed
FMC
1753
First Merchants Corp
Indiana
– -$224K -2,277 Closed
RA
1754
Riversedge Advisors
Delaware
– -$223K -2,273 Closed
WP
1755
WealthShield Partners
North Carolina
– -$222K -2,266 Closed
CC
1756
Chicago Capital
Illinois
– -$222K -2,262 Closed
IGGA
1757
Iron Gate Global Advisors
Utah
– -$233K -2,257 Closed
FAM
1758
Flaharty Asset Management
Florida
– -$221K -2,255 Closed
HCM
1759
Hodges Capital Management
Texas
– -$221K -2,250 Closed
LC
1760
LCNB Corp
Ohio
– -$220K -2,244 Closed
ESB
1761
Essex Savings Bank
Connecticut
– -$220K -2,239 Closed
GCM
1762
G2 Capital Management
Ohio
– -$219K -2,234 Closed
TW
1763
TrinityPoint Wealth
Connecticut
– -$218K -2,224 Closed
SICM
1764
Sustainable Insight Capital Management
New York
– -$217K -2,208 Closed
SFO
1765
Stokes Family Office
Louisiana
– -$216K -2,202 Closed
SEEDPG
1766
S.E.E.D. Planning Group
New York
– -$216K -2,200 Closed
GIM
1767
Groesbeck Investment Management
New Jersey
– -$216K -2,200 Closed
NCM
1768
Neumann Capital Management
California
– -$215K -2,192 Closed
FG
1769
Fiduciary Group
Georgia
– -$214K -2,181 Closed
BO
1770
Bank OZK
Arkansas
– -$214K -2,179 Closed
ZIC
1771
ZWJ Investment Counsel
Georgia
– -$213K -2,167 Closed
BAM
1772
Brave Asset Management
New Jersey
– -$212K -2,160 Closed
FCM
1773
Firestone Capital Management
Florida
– -$208K -2,122 Closed
NDSI
1774
Newman Dignan & Sheerar Inc
Rhode Island
– -$205K -2,085 Closed
AFC
1775
AFT Forsyth & Company
Florida
– -$205K -2,085 Closed
69 70
71
72 73