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Morgan Stanley
MS

Overview Fund Activity

1,653 hedge funds and large institutions have $113B invested in Morgan Stanley in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 666 increasing their positions, 621 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
-19
Holders Change %
-1.14%
% of All Funds
26.36%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
122
Increased
666
Reduced
621
Closed
118
Calls
$2.92B
Puts
$2.83B
Net Calls
+$91.6M
Net Calls Change
-$73M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$482M
2
Boston Partners
Boston Partners
Massachusetts
+$478M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$237M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$281M
4
BlackRock
BlackRock
New York
-$246M
5
State Street
State Street
Massachusetts
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
Maple Capital Management
Vermont
$20.2M +$73.6K +901 +0.4%
QCM
227
QRG Capital Management
Illinois
$20.1M +$20.1M +246,049 New
ACM
228
Argent Capital Management
Missouri
$19.7M -$2M -24,460 -9%
VWM
229
Valley Wealth Managers
New Jersey
$19.7M +$3.51M +42,979 +22%
BIAS
230
Beacon Investment Advisory Services
New Jersey
$19.1M -$109K -1,336 -0.6%
CRC
231
Curi RMB Capital
Illinois
$19.1M +$803K +9,831 +4%
LCP
232
LGT Capital Partners
Switzerland
$18.9M -$292K -3,570 -2%
NYLIM
233
New York Life Investment Management
New York
$18.4M -$713K -8,731 -4%
GI
234
GAMCO Investors
Connecticut
$18.2M -$458K -5,612 -2%
CNB
235
Czech National Bank
Czech Republic
$18.2M +$5.62M +68,782 +45%
UIM
236
USS Investment Management
United Kingdom
$18.2M +$349K +4,270 +2%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$18.1M -$1.92M -23,554 -10%
BSA
238
Braun Stacey Associates
New York
$18.1M +$1.69M +20,702 +10%
EARNEST Partners
239
EARNEST Partners
Georgia
$18.1M -$488K -5,978 -3%
CGH
240
Crossmark Global Holdings
Texas
$18M +$758K +9,466 +4%
B
241
Bailard
California
$17.8M -$499K -6,115 -3%
FMLI
242
Fukoku Mutual Life Insurance
Japan
$17.8M +$6.78M +83,000 +62%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$17.5M -$565K -6,923 -3%
CIP
244
Chartwell Investment Partners
Pennsylvania
$17.4M -$73.3K -897 -0.4%
TIAA Trust, National Association
245
TIAA Trust, National Association
North Carolina
$17.1M +$17.1M +209,102 New
PI
246
Putnam Investments
Massachusetts
$17.1M +$503K +6,165 +3%
CIS
247
Connors Investor Services
Pennsylvania
$17M +$3.02M +36,954 +22%
BCAM
248
Boston Common Asset Management
Massachusetts
$16.9M -$353K -4,327 -2%
URS
249
Utah Retirement Systems
Utah
$16.9M +$40.8K +500 +0.2%
GJCM
250
Grand Jean Capital Management
California
$16.8M – – –
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