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Morgan Stanley
MS

Overview Fund Activity

1,667 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 603 increasing their positions, 621 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+94
Holders Change %
+5.98%
% of All Funds
26.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
214
Increased
603
Reduced
621
Closed
87
Calls
$3.02B
Puts
$3.22B
Net Calls
-$203M
Net Calls Change
+$461M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$746M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$589M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
Amundi
Amundi
France
+$88.1M
5
Morgan Stanley
Morgan Stanley
New York
+$87.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$700M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$600M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$454M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$273M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
176
Basswood Capital Management
New York
$31.4M – – –
BPWM
177
Badgley Phelps Wealth Managers
Washington
$31.2M +$360K +4,239 +1%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$30.5M -$339K -9,986 -1%
SOMRS
179
State of Michigan Retirement System
Michigan
$30.5M -$349K -4,100 -1%
MAM
180
Madison Asset Management
Wisconsin
$30.5M +$20.5M +240,707 +205%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$30.2M -$26.2M -308,148 -46%
AAM
182
Abeille Asset Management
France
$29.9M -$186M -166,228 -86%
ASRS
183
Arizona State Retirement System
Arizona
$29.8M -$492K -5,785 -2%
Vontobel Holding
184
Vontobel Holding
Switzerland
$29.8M +$1.26M +14,881 +4%
OAM
185
Oppenheimer Asset Management
New York
$29.2M -$772K -9,085 -3%
MIM
186
MetLife Investment Management
New Jersey
$29.1M -$948K -11,148 -3%
BM
187
Bridger Management
New York
$29.1M – – –
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$28.7M -$406K -4,776 -1%
DDPIC
189
Deroy & Devereaux Private Investment Counsel
Michigan
$28.6M +$134K +1,579 +0.5%
AB
190
Amalgamated Bank
New York
$28.6M +$43K +506 +0.2%
Mariner
191
Mariner
Kansas
$28.5M +$2.61M +30,691 +10%
FAF
192
Första AP-fonden
Sweden
$28.2M +$391K +4,600 +1%
BBVA
193
Banco Bilbao Vizcaya Argentaria
Spain
$27.7M +$3.49M +40,965 +14%
Walleye Trading
194
Walleye Trading
New York
$27.1M +$4.67M +54,878 +21%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.7M +$3.09M +36,363 +14%
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$25.7M -$295K -3,469 -1%
MLL
197
Moody Lynn & Lieberson
Massachusetts
$25.5M -$532K -6,262 -2%
CIBC World Market
198
CIBC World Market
Ontario, Canada
$25.4M -$1.27M -14,958 -5%
CCM
199
Chilton Capital Management
Texas
$25.2M -$381K -4,487 -1%
SG Americas Securities
200
SG Americas Securities
New York
$25.2M +$17.4M +205,099 +226%
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