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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 %
MML Investors Services
251
MML Investors Services
Massachusetts
$16.8M +$1.95M +23,901 +13%
JPMIA
252
J.P. Marvel Investment Advisors
Massachusetts
$16.7M – – –
MOACM
253
Mutual of America Capital Management
New York
$16.7M -$795K -9,740 -5%
AAS
254
Annex Advisory Services
Wisconsin
$16.6M +$7.96M +97,420 +92%
C
255
Certuity
Florida
$16.5M -$4.04M -49,474 -20%
Diamond Hill Capital Management
256
Diamond Hill Capital Management
Ohio
$16.5M – – –
LCM
257
LVM Capital Management
Michigan
$16.5M -$86.2K -1,055 -0.5%
AssetMark Inc
258
AssetMark Inc
California
$16.3M +$1.67M +20,460 +11%
MCM
259
MAI Capital Management
Ohio
$16.1M +$263K +3,218 +2%
AHB
260
Abner Herrman & Brock
New Jersey
$16M +$67.2K +823 +0.4%
YCM
261
Yousif Capital Management
Michigan
$15.9M -$818K -10,010 -5%
FAF
262
Fjarde Ap-fonden
Sweden
$15.8M -$1.69M -20,700 -10%
Eagle Capital Management (New York)
263
Eagle Capital Management (New York)
New York
$15.7M -$73.1M -895,491 -82%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$15.6M -$767K -9,394 -5%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$15.6M -$48.8K -598 -0.3%
GC
266
Guggenheim Capital
Illinois
$15.4M +$738K +9,034 +5%
IMPI
267
Ilmarinen Mutual Pension Insurance
Finland
$15.4M – – –
ECG
268
Edge Capital Group
Georgia
$15.4M +$4.67M +57,174 +44%
SOADOR
269
State of Alaska Department of Revenue
Alaska
$15.2M -$779K -9,535 -5%
PHAM
270
Pacific Heights Asset Management
California
$15.1M -$408K -5,000 -3%
Twin Tree Management
271
Twin Tree Management
Texas
$15.1M -$97.8K -1,198 -0.6%
BM
272
Bridger Management
New York
$14.9M – – –
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$14.8M -$1.06M -12,944 -7%
Credit Agricole
274
Credit Agricole
France
$14.7M +$2.41M +29,490 +20%
CA
275
Cullinan Associates
Kentucky
$14.5M +$2.56M +31,298 +21%
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