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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 %
PWAG
276
Polaris Wealth Advisory Group
California
$15.1M -$52.4K -613 -0.3%
TAF
277
Tredje AP-fonden
Sweden
$14.9M -$23.8M -278,787 -61%
CIS
278
Connors Investor Services
Pennsylvania
$14.6M +$8.31M +97,292 +132%
OC
279
Oppenheimer & Co
New York
$14.6M +$555K +6,494 +4%
CA
280
Cornerstone Advisors
North Carolina
$14.5M – – –
William Blair & Company
281
William Blair & Company
Illinois
$14.5M -$567K -6,639 -4%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$13.7M +$2.06M +24,148 +18%
CAC
283
Core Alternative Capital
Georgia
$13.6M -$2.32M -27,147 -15%
Creative Planning
284
Creative Planning
Kansas
$13.5M +$928K +10,866 +7%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$13.2M -$220K -2,579 -2%
CNB
286
Czech National Bank
Czech Republic
$13.2M +$25.6K +300 +0.2%
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$13.1M -$1.34M -15,732 -9%
PAI
288
Pittenger & Anderson Inc
Nebraska
$13.1M -$78.6K -920 -0.6%
Bessemer Group
289
Bessemer Group
New Jersey
$12.8M +$119K +1,393 +0.9%
Credit Agricole
290
Credit Agricole
France
$12.8M +$4.57M +53,552 +56%
X
291
Xponance
Pennsylvania
$12.8M -$232K -2,711 -2%
WB
292
WesBanco Bank
West Virginia
$12.6M +$5.35M +62,696 +74%
CCM
293
Copeland Capital Management
Pennsylvania
$12.6M +$6.23M +72,984 +98%
AP
294
Appleton Partners
Massachusetts
$12.6M +$624K +7,307 +5%
CA
295
Cullinan Associates
Kentucky
$12.5M +$457K +5,351 +4%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$12.1M +$762K +8,919 +7%
BNP Paribas Asset Management
297
BNP Paribas Asset Management
France
$12.1M -$2.61M -30,521 -18%
GW
298
GW & Wade
Massachusetts
$11.8M -$750K -8,783 -6%
CAG
299
Crestwood Advisors Group
Massachusetts
$11.8M +$78.7K +921 +0.7%
PR
300
Payden & Rygel
California
$11.8M -$16.3M -190,590 -58%
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