MS icon

Morgan Stanley
MS

Overview Fund Activity

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$506M
2
Morgan Stanley
Morgan Stanley
New York
+$364M
3
Capital International Investors
Capital International Investors
California
+$149M
4
Franklin Resources
Franklin Resources
California
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$589M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$541M
3
BlackRock
BlackRock
New York
-$436M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$259M
5
Bessemer Group
Bessemer Group
New Jersey
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
176
TD Waterhouse Canada
Ontario, Canada
$31.3M +$4.21M +51,515 +16%
Rafferty Asset Management
177
Rafferty Asset Management
New York
$30.9M -$19.8M -260,558 -39%
OAM
178
Oppenheimer Asset Management
New York
$30.7M -$4.44M -58,313 -13%
AAM
179
Abeille Asset Management
France
$30.6M +$6.37M +83,781 +26%
ELC
180
Edgar Lomax Company
Virginia
$30M +$819K +10,765 +3%
BCAM
181
Boston Common Asset Management
Massachusetts
$29.4M +$3.6M +47,282 +14%
FT
182
Fiduciary Trust
Massachusetts
$28.9M +$33.2K +437 +0.1%
SOMRS
183
State of Michigan Retirement System
Michigan
$28.7M +$1.51M +19,900 +6%
MIM
184
MetLife Investment Management
New Jersey
$28.5M -$716K -9,414 -2%
CCMG
185
Clark Capital Management Group
Pennsylvania
$28.3M -$36.9M -485,004 -57%
BCM
186
Basswood Capital Management
New York
$28.1M – – –
EOJOAM
187
E. Ohman J:or Asset Management
Sweden
$28M -$4.41M -58,016 -14%
ASRS
188
Arizona State Retirement System
Arizona
$27.9M -$211K -2,770 -0.8%
BA
189
Bridgewater Associates
Connecticut
$27.8M +$3.84M +50,488 +16%
BPWM
190
Badgley Phelps Wealth Managers
Washington
$27.2M -$453K -5,952 -2%
Nomura Asset Management
191
Nomura Asset Management
Japan
$27M +$647K +8,506 +2%
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$26.9M +$327K +4,305 +1%
ERSOT
193
Employees Retirement System of Texas
Texas
$26.5M – – –
AB
194
Amalgamated Bank
New York
$26.1M -$552K -7,259 -2%
BM
195
Bridger Management
New York
$26M -$2.46M -32,378 -9%
PWAG
196
Polaris Wealth Advisory Group
California
$26M +$26M +342,123 New
WorldQuant Millennium Advisors
197
WorldQuant Millennium Advisors
New York
$26M – – –
TAF
198
Tredje AP-fonden
Sweden
$25.9M -$1.83M -24,000 -7%
DIA
199
Dana Investment Advisors
Wisconsin
$25.7M -$1.62M -21,313 -6%
DDPIC
200
Deroy & Devereaux Private Investment Counsel
Michigan
$25.5M +$620K +8,152 +2%
6 7
8
9 10