Morgan Stanley
1,604 hedge funds and large institutions have $110B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 610 increasing their positions, 645 reducing their positions, and 157 closing their positions.
0.47% less ownership
Funds ownership: 82.83% → 82.37% (-0.47%)
5% less repeat investments, than reductions
Existing positions increased: 610 | Existing positions reduced: 645
4% less funds holding
Funds holding: 1,668 → 1,604 (-64)
15% less capital invested
Capital invested by funds: $129B → $110B (-$19.4B)
26% less funds holding in top 10
Funds holding in top 10: 31 → 23 (-8)
29% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 157
36% less call options, than puts
Call options by funds: $1.65B | Put options by funds: $2.55B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$545M |
| 2 |
Morgan Stanley
New York
|
+$392M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$160M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$128M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$635M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$583M |
| 3 |
BlackRock
New York
|
-$470M |
| 4 |
Janus Henderson Group
London,
|
-$278M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$221M |
MS Hedge Fund Activity: Q2 2022 in Review
1,604 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2022, worth a combined $110B — down 15% from $129B a quarter earlier.
Sellers outnumbered buyers: 157 funds closed out of MS and 112 opened new positions — a net loss of 45 holders — while 645 trimmed existing stakes and 610 added.
The largest buyer was Wellington Management Group, adding an estimated $545M. The largest seller was State Street, cutting an estimated $635M.
- 1,604 institutional investors held Morgan Stanley (MS) as of Q2 2022, down from 1,668 in Q1 2022.
- Funds reported $110B of Morgan Stanley stock for Q2 2022, down 15% quarter-over-quarter.
- 112 funds opened new Morgan Stanley positions in Q2 2022 and 157 closed out, a net change of -45 holders.
- The largest Morgan Stanley buyer in Q2 2022 was Wellington Management Group, an estimated $545M added.
- The largest Morgan Stanley seller in Q2 2022 was State Street, an estimated $635M sold.
Based on aggregated 13F filings for Q2 2022.