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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

Holders
1,658
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
26.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
144
Increased
645
Reduced
645
Closed
119
Calls
$2.96B
Puts
$2.83B
Net Calls
+$124M
Net Calls Change
+$328M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.3B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.31B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.24B
5
OIAM
5
OFI Invest Asset Management
France
$221M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$401M
2
State Street
2
State Street
Massachusetts
$10.2B
3
Invesco
3
Invesco
Georgia
$608M
4
CS
4
Credit Suisse
Switzerland
$261M
5
BlackRock
5
BlackRock
New York
$7.65B
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
226
Maple Capital Management
Vermont
$21.2M 241,114 +3,395 +1%
NYLIM
227
New York Life Investment Management
New York
$20.7M 236,068 +29,152 +14%
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.7M 235,394 -3,141 -1%
HPG
229
Harvest Portfolios Group
Ontario, Canada
$20.7M 235,212 +523 +0.2%
BIAS
230
Beacon Investment Advisory Services
New Jersey
$20.5M 233,159 +5,690 +3%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$20.3M 231,728 +32,387 +16%
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$20.2M 230,331 +114,044 +98%
CRC
233
Curi RMB Capital
Illinois
$20.1M 228,941 -9,766 -4%
EOJOAM
234
E. Ohman J:or Asset Management
Sweden
$20M 227,708 +8,562 +4%
CGH
235
Crossmark Global Holdings
Texas
$20M 227,412 +20,446 +10%
B
236
Bailard
California
$19.9M 226,451 +2,210 +1%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$19.7M 223,893 -18,823 -8%
FAF
238
Fjarde Ap-fonden
Sweden
$19.5M 221,933 -8,100 -4%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.4M 221,484 -1,351 -0.6%
URS
240
Utah Retirement Systems
Utah
$19.3M 219,568 +600 +0.3%
UIM
241
USS Investment Management
United Kingdom
$19.2M 218,541 – –
TF
242
TIAA FSB
Florida
$19.1M 217,226 -43,246 -17%
LCP
243
LGT Capital Partners
Switzerland
$19M 216,870 -12,970 -6%
AHB
244
Abner Herrman & Brock
New Jersey
$18.8M 214,234 +466 +0.2%
MOACM
245
Mutual of America Capital Management
New York
$18.8M 214,098 -2,222 -1%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$18.4M 209,642 -5,813 -3%
Millennium Management
247
Millennium Management
New York
$18.3M 208,014 -175,255 -46%
EARNEST Partners
248
EARNEST Partners
Georgia
$18.2M 207,276 -57 -0%
JPMIA
249
J.P. Marvel Investment Advisors
Massachusetts
$18.2M 206,866 -214 -0.1%
Cerity Partners
250
Cerity Partners
New York
$17.8M 134,687 +6,829 +5%
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