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Morgan Stanley
MS

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$304M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$163M
3
Jane Street
Jane Street
New York
+$153M
4
Ameriprise
Ameriprise
Minnesota
+$133M
5
Goldman Sachs
Goldman Sachs
New York
+$132M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.63B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$652M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$372M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
251
LVM Capital Management
Michigan
$17.3M +$393K +4,600 +2%
Diamond Hill Capital Management
252
Diamond Hill Capital Management
Ohio
$17.3M – – –
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$17.1M -$761K -8,907 -4%
BSA
254
Braun Stacey Associates
New York
$17.1M -$8.73M -102,220 -34%
GJCM
255
Grand Jean Capital Management
California
$16.9M +$4.57M +53,473 +37%
VWM
256
Valley Wealth Managers
New Jersey
$16.9M -$149K -1,742 -0.9%
SOADOR
257
State of Alaska Department of Revenue
Alaska
$16.7M -$159K -1,866 -0.9%
AHB
258
Abner Herrman & Brock
New Jersey
$16.6M -$1.65M -19,322 -9%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$16.6M +$101K +1,180 +0.6%
MCM
260
MAI Capital Management
Ohio
$16.6M +$959K +11,225 +6%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$16.4M +$194K +2,270 +1%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$16.4M -$3.43M -40,150 -17%
PHAM
263
Pacific Heights Asset Management
California
$16.2M – – –
IMPI
264
Ilmarinen Mutual Pension Insurance
Finland
$16.1M – – –
Voloridge Investment Management
265
Voloridge Investment Management
Florida
$16M -$13M -151,750 -45%
Twin Tree Management
266
Twin Tree Management
Texas
$15.9M +$5.53M +64,760 +53%
BM
267
Bridger Management
New York
$15.5M -$5.33M -62,400 -26%
MML Investors Services
268
MML Investors Services
Massachusetts
$15.5M +$2.48M +29,071 +19%
KWILP
269
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.5M – – –
GC
270
Guggenheim Capital
Illinois
$15.3M +$648K +7,582 +4%
ELC
271
Edgar Lomax Company
Virginia
$15.3M -$210K -2,460 -1%
AssetMark Inc
272
AssetMark Inc
California
$15.3M +$2.02M +23,649 +15%
BIM
273
Bridgecreek Investment Management
Oklahoma
$15.2M -$339K -3,975 -2%
NAM
274
NorthCrest Asset Manangement
Minnesota
$15.2M -$171K -2,001 -1%
GT
275
Glenmede Trust
Pennsylvania
$15.1M – – –
9 10
11
12 13