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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 %
DIA
201
Dana Investment Advisors
Wisconsin
$23.6M -$3.11M -39,311 -12%
KeyBank National Association
202
KeyBank National Association
Ohio
$22.8M +$200K +2,537 +0.9%
BBVA
203
Banco Bilbao Vizcaya Argentaria
Spain
$22.4M -$3.69M -46,738 -14%
Osaic Holdings
204
Osaic Holdings
Arizona
$21.7M +$762K +9,639 +4%
GF
205
Gabelli Funds
New York
$21.6M – – –
ACM
206
Argent Capital Management
Missouri
$21.4M +$47.2K +598 +0.2%
BG
207
Bollard Group
Massachusetts
$21.4M +$169K +2,133 +0.8%
Handelsbanken Fonder
208
Handelsbanken Fonder
Sweden
$21.4M +$452K +5,719 +2%
MCM
209
Maple Capital Management
Vermont
$21.2M +$772K +8,597 +4%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21M -$29.4M -372,564 -58%
Walleye Trading
211
Walleye Trading
New York
$20.9M -$14.8M -187,332 -42%
BCP
212
Blue Chip Partners
Michigan
$20.8M +$521K +6,598 +3%
ProShare Advisors
213
ProShare Advisors
Maryland
$20.3M -$3.2M -40,486 -14%
GI
214
GAMCO Investors
Connecticut
$20.1M -$494K -6,250 -2%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M -$638K -8,083 -3%
HIMC
216
Heritage Investors Management Corp
Maryland
$19.8M -$239K -3,024 -1%
DZ Bank
217
DZ Bank
Germany
$19.6M +$2.37M +30,014 +14%
CRC
218
Curi RMB Capital
Illinois
$19.5M -$756K -9,569 -4%
LCP
219
LGT Capital Partners
Switzerland
$19.3M -$1.22M -15,500 -6%
Comerica Bank
220
Comerica Bank
Texas
$19.2M -$67.2K -846 -0.3%
HIIFS
221
Harel Insurance Investments & Financial Services
Israel
$19.2M – – –
FAF
222
Fjarde Ap-fonden
Sweden
$18.9M – – –
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$18.9M +$656K +8,307 +4%
PAM
224
Panagora Asset Management
Massachusetts
$18.8M -$40.7M -515,098 -68%
PI
225
Putnam Investments
Massachusetts
$18.7M -$2.98M -37,686 -14%
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