Morgan Stanley
1,667 hedge funds and large institutions have $129B invested in Morgan Stanley in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 675 increasing their positions, 614 reducing their positions, and 163 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 675 | Existing positions reduced: 614
0.58% less ownership
Funds ownership: 83.42% → 82.83% (-0.58%)
3% less funds holding
Funds holding: 1,711 → 1,667 (-44)
14% less first-time investments, than exits
New positions opened: 140 | Existing positions closed: 163
22% less capital inflows, than outflows
Capital inflows: $7.33B | Capital outflows: $9.37B
34% less funds holding in top 10
Funds holding in top 10: 47 → 31 (-16)
37% less call options, than puts
Call options by funds: $2.08B | Put options by funds: $3.32B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.75B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.29B |
| 3 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$499M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$291M |
| 5 |
Goldman Sachs
New York
|
+$254M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$903M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$825M |
| 3 |
BlackRock
New York
|
-$667M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$541M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$527M |
MS Hedge Fund Activity: Q1 2022 in Review
1,667 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2022, worth a combined $129B — down 12% from $147B a quarter earlier.
Sellers outnumbered buyers: 163 funds closed out of MS and 140 opened new positions — a net loss of 23 holders — while 614 trimmed existing stakes and 675 added.
The largest buyer was Capital International Investors, adding an estimated $1.75B. The largest seller was Fidelity Investments, cutting an estimated $903M.
- 1,667 institutional investors held Morgan Stanley (MS) as of Q1 2022, down from 1,711 in Q4 2021.
- Funds reported $129B of Morgan Stanley stock for Q1 2022, down 12% quarter-over-quarter.
- 140 funds opened new Morgan Stanley positions in Q1 2022 and 163 closed out, a net change of -23 holders.
- The largest Morgan Stanley buyer in Q1 2022 was Capital International Investors, an estimated $1.75B added.
- The largest Morgan Stanley seller in Q1 2022 was Fidelity Investments, an estimated $903M sold.
Based on aggregated 13F filings for Q1 2022.