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Morgan Stanley
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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 %
PI
251
Putnam Investments
Massachusetts
$17.8M 202,911 +29,760 +17%
YCM
252
Yousif Capital Management
Michigan
$17.8M 202,568 -12,338 -6%
Diamond Hill Capital Management
253
Diamond Hill Capital Management
Ohio
$17.8M 202,252 – –
VWM
254
Valley Wealth Managers
New Jersey
$17.5M 199,553 -11,626 -6%
LCM
255
LVM Capital Management
Michigan
$17.4M 198,160 -3,350 -2%
SOADOR
256
State of Alaska Department of Revenue
Alaska
$17.4M 197,768 -4,620 -2%
Balyasny Asset Management
257
Balyasny Asset Management
Illinois
$17.1M 194,914 +192,913 +9,641%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$17M 193,182 +20,131 +12%
DZ Bank
259
DZ Bank
Germany
$16.9M 192,015 -27,334 -12%
PHAM
260
Pacific Heights Asset Management
California
$16.7M 190,000 +10,000 +6%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$16.6M 189,608 +14,110 +8%
IMPI
262
Ilmarinen Mutual Pension Insurance
Finland
$16.5M 188,484 – –
CAC
263
Core Alternative Capital
Georgia
$16.4M 186,336 -12,185 -6%
Acadian Asset Management
264
Acadian Asset Management
Massachusetts
$16.4M 186,315 +45,269 +32%
MCM
265
MAI Capital Management
Ohio
$16M 182,789 +11,582 +7%
BIM
266
Bridgecreek Investment Management
Oklahoma
$16M 182,180 -1,100 -0.6%
ELC
267
Edgar Lomax Company
Virginia
$16M 181,975 -205,090 -53%
KWILP
268
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.9M 181,556 +25,466 +16%
NAM
269
NorthCrest Asset Manangement
Minnesota
$15.8M 180,126 +23,201 +15%
PWAG
270
Polaris Wealth Advisory Group
California
$15.5M 176,987 -9,608 -5%
William Blair & Company
271
William Blair & Company
Illinois
$15.5M 176,596 -2,867 -2%
EAM
272
Erste Asset Management
Austria
$15.2M 176,410 -2,340 -1%
GT
273
Glenmede Trust
Pennsylvania
$15.1M 172,080 +274 +0.2%
GC
274
Guggenheim Capital
Illinois
$15.1M 172,002 -9,628 -5%
BNP Paribas Asset Management
275
BNP Paribas Asset Management
France
$15.1M 171,859 -840,283 -83%
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