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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 %
ProShare Advisors
176
ProShare Advisors
Maryland
$36.3M -$1.1M -12,613 -3%
Mariner
177
Mariner
Kansas
$36.2M +$1.95M +22,332 +6%
RG
178
Rathbones Group
United Kingdom
$36.2M +$3.09M +35,300 +9%
NA
179
NewEdge Advisors
Louisiana
$35M +$3.15M +36,018 +10%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$34.8M +$4.2M +48,072 +14%
AQR Capital Management
181
AQR Capital Management
Connecticut
$34.5M -$10.3M -117,428 -23%
Voloridge Investment Management
182
Voloridge Investment Management
Florida
$34.3M -$32.8M -375,345 -49%
ECU
183
Eisler Capital (UK)
United Kingdom
$34.2M +$34.2M +390,874 New
MIM
184
MetLife Investment Management
New Jersey
$33.5M +$5.83M +66,657 +21%
ELC
185
Edgar Lomax Company
Virginia
$33.5M +$19M +217,635 +131%
FT
186
Fiduciary Trust
Massachusetts
$33.2M -$7.69K -88 -0%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$33.1M +$5.73M +65,570 +21%
BM
188
Bridger Management
New York
$32.7M -$3.65M -41,800 -10%
ASRS
189
Arizona State Retirement System
Arizona
$32.3M -$480K -5,495 -1%
BCM
190
Basswood Capital Management
New York
$32.3M – – –
TAF
191
Tredje AP-fonden
Sweden
$31.9M +$43.7K +500 +0.1%
BPWM
192
Badgley Phelps Wealth Managers
Washington
$31.7M -$1.6M -18,276 -5%
TWC
193
TD Waterhouse Canada
Ontario, Canada
$31.4M -$3.21M -33,834 -9%
DIA
194
Dana Investment Advisors
Wisconsin
$31.4M +$881K +10,077 +3%
SOMRS
195
State of Michigan Retirement System
Michigan
$31.3M -$332K -3,796 -1%
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$31.1M +$9.36M +106,522 +43%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$31M +$25.5M +291,231 +455%
UIM
198
USS Investment Management
United Kingdom
$30.8M +$918K +10,502 +3%
PA
199
Pinnacle Associates
New York
$30.7M +$3.58M +40,983 +13%
AB
200
Amalgamated Bank
New York
$30.7M -$2.21M -25,336 -7%
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