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Morgan Stanley

1,672 hedge funds and large institutions have $119B invested in Morgan Stanley in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 639 increasing their positions, 665 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,672
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.37%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.33%
New
125
Increased
639
Reduced
665
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LCP
226
LGT Capital Partners
Switzerland
$20.1M +$1.53M +17,957 +8%
NYLIM
227
New York Life Investment Management
New York
$20M -$174K -2,036 -0.9%
CGH
228
Crossmark Global Holdings
Texas
$19.7M -$1.08M -11,772 -5%
GI
229
GAMCO Investors
Connecticut
$19.5M -$1.09M -12,715 -5%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.4M +$488K +5,709 +3%
EARNEST Partners
231
EARNEST Partners
Georgia
$19.4M +$1.69M +19,751 +10%
B
232
Bailard
California
$19.2M -$164K -1,926 -0.9%
CRC
233
Curi RMB Capital
Illinois
$19.1M -$404K -4,725 -2%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$18.9M -$185K -2,162 -1%
UIM
235
USS Investment Management
United Kingdom
$18.7M
Cerity Partners
236
Cerity Partners
New York
$18.3M +$6.84M +80,147 +60%
FAF
237
Fjarde Ap-fonden
Sweden
$18.3M -$649K -7,600 -3%
CIP
238
Chartwell Investment Partners
Pennsylvania
$18.3M -$2.9M -33,971 -14%
MOACM
239
Mutual of America Capital Management
New York
$18.3M -$24.9K -291 -0.1%
BCAM
240
Boston Common Asset Management
Massachusetts
$18.1M -$5.23M -61,269 -22%
TC
241
TwinBeech Capital
New York
$18M +$11.5M +134,840 +177%
TF
242
TIAA FSB
Florida
$17.9M -$639K -7,488 -3%
Acadian Asset Management
243
Acadian Asset Management
Massachusetts
$17.9M +$1.99M +23,286 +12%
Capital Fund Management (CFM)
244
Capital Fund Management (CFM)
France
$17.7M +$17.7M +207,429 New
URS
245
Utah Retirement Systems
Utah
$17.6M -$1.13M -13,200 -6%
LGF
246
LGT Group Foundation
Liechtenstein
$17.6M +$15.1M +176,605 +608%
AIM
247
Achmea Investment Management
Netherlands
$17.6M +$3.63M +42,451 +26%
JPMIA
248
J.P. Marvel Investment Advisors
Massachusetts
$17.5M -$203K -2,373 -1%
YCM
249
Yousif Capital Management
Michigan
$17.4M +$147K +1,717 +0.8%
PI
250
Putnam Investments
Massachusetts
$17.3M