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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 %
LCM
201
Laurion Capital Management
New York
$25.1M -$6.4M -75,257 -20%
KeyBank National Association
202
KeyBank National Association
Ohio
$24.3M -$183K -2,156 -0.7%
C
203
Certuity
Florida
$23.7M +$23.7M +279,229 New
BCAM
204
Boston Common Asset Management
Massachusetts
$23.4M -$3.83M -45,021 -14%
Osaic Holdings
205
Osaic Holdings
Arizona
$23.3M -$123K -1,451 -0.5%
PR
206
Payden & Rygel
California
$23.2M +$7.89M +92,800 +52%
BG
207
Bollard Group
Massachusetts
$22.9M -$76.9K -904 -0.3%
ACM
208
Argent Capital Management
Missouri
$22.9M -$116K -1,364 -0.5%
Comerica Bank
209
Comerica Bank
Texas
$22.7M -$841K -8,668 -4%
E
210
Ergoteles
New York
$22.6M -$22M -259,129 -49%
GF
211
Gabelli Funds
New York
$22.5M -$717K -8,429 -3%
Handelsbanken Fonder
212
Handelsbanken Fonder
Sweden
$22.5M -$485K -5,707 -2%
BCP
213
Blue Chip Partners
Michigan
$22.4M +$18.5K +218 +0.1%
ADEF
214
Adams Diversified Equity Fund
Maryland
$22.3M -$5.22M -61,431 -19%
MAA
215
Matrix Asset Advisors
New York
$22.3M +$3.19M +37,562 +17%
TF
216
TIAA FSB
Florida
$22.1M +$2.46M +28,904 +12%
ProShare Advisors
217
ProShare Advisors
Maryland
$22M +$170K +1,995 +0.8%
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$22M +$6.44M +75,698 +41%
HIMC
219
Heritage Investors Management Corp
Maryland
$21.4M +$101K +1,187 +0.5%
Citadel Advisors
220
Citadel Advisors
Florida
$21.4M +$12.5M +146,611 +140%
DIA
221
Dana Investment Advisors
Wisconsin
$21M -$4.41M -51,929 -17%
RJFSA
222
Raymond James Financial Services Advisors
Florida
$20.9M +$1.62M +19,043 +8%
GI
223
GAMCO Investors
Connecticut
$20.8M -$829K -9,750 -4%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$20.6M +$352K +4,138 +2%
PAM
225
Panagora Asset Management
Massachusetts
$20.3M +$45.6K +536 +0.2%
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