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Morgan Stanley
MS

Overview Fund Activity

1,573 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 632 increasing their positions, 604 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.5%
New
107
Increased
632
Reduced
604
Closed
106
Calls
$2.31B
Puts
$2.97B
Net Calls
-$664M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$892M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$617M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$594M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$386M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$139M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$446M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$385M
3
BlackRock
BlackRock
New York
-$298M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
5
Norges Bank
Norges Bank
Norway
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$29M +$1.05M +13,314 +4%
BPWM
177
Badgley Phelps Wealth Managers
Washington
$28.7M +$471K +5,961 +2%
SOMRS
178
State of Michigan Retirement System
Michigan
$28.6M -$1.19M -15,100 -4%
Aviva
179
Aviva
United Kingdom
$28.5M -$6.4M -81,044 -18%
ASRS
180
Arizona State Retirement System
Arizona
$28.2M -$782K -9,894 -3%
MIM
181
MetLife Investment Management
New Jersey
$27.9M -$1.64M -20,732 -6%
OAM
182
Oppenheimer Asset Management
New York
$27.8M -$4.05M -51,211 -13%
Nomura Asset Management
183
Nomura Asset Management
Japan
$27.5M -$547K -6,919 -2%
BM
184
Bridger Management
New York
$27M – – –
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$27M +$1.24M +15,703 +5%
Vontobel Holding
186
Vontobel Holding
Switzerland
$27M +$10.2M +128,103 +61%
AB
187
Amalgamated Bank
New York
$26.5M -$652K -8,256 -2%
DDPIC
188
Deroy & Devereaux Private Investment Counsel
Michigan
$26.4M -$15.2K -192 -0.1%
PWAG
189
Polaris Wealth Advisory Group
California
$26M -$805K -10,269 -3%
FRAF
190
Första AP-fonden
Sweden
$25.9M +$292K +3,700 +1%
ADEF
191
Adams Diversified Equity Fund
Maryland
$25.5M +$8.57M +108,500 +51%
CWM
192
CIBC World Markets
New York
$25.4M +$476K +6,019 +2%
BCAM
193
Boston Common Asset Management
Massachusetts
$25.3M -$5.24M -66,359 -17%
Connor, Clark & Lunn Investment Management (CC&L)
194
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.2M -$22.8M -287,979 -47%
CIBC World Market
195
CIBC World Market
Ontario, Canada
$24.8M +$2.29M +29,042 +10%
MLL
196
Moody Lynn & Lieberson
Massachusetts
$24.2M +$3.09M +39,144 +15%
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$24.2M -$2.05M -25,946 -8%
Mariner
198
Mariner
Kansas
$24.1M -$10.6M -134,723 -31%
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
$23.8M -$72M -911,092 -75%
CCM
200
Chilton Capital Management
Texas
$23.8M +$278K +3,514 +1%
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