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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 %
ELC
276
Edgar Lomax Company
Virginia
$14.4M -$238K -2,915 -2%
NAM
277
NorthCrest Asset Manangement
Minnesota
$14.3M -$200K -2,450 -1%
ZIG
278
Zurich Insurance Group
Switzerland
$14.3M -$16.8M -205,524 -54%
TAF
279
Tredje AP-fonden
Sweden
$14.3M +$40K +490 +0.3%
AIM
280
Achmea Investment Management
Netherlands
$14.3M -$2.53M -31,038 -15%
William Blair & Company
281
William Blair & Company
Illinois
$14.3M +$372K +4,555 +3%
NIM
282
Nexus Investment Management
Ontario, Canada
$14M +$14M +171,341 New
BIM
283
Bridgecreek Investment Management
Oklahoma
$14M -$572K -7,000 -4%
Creative Planning
284
Creative Planning
Kansas
$13.9M +$973K +11,913 +8%
Cambridge Investment Research Advisors
285
Cambridge Investment Research Advisors
Iowa
$13.9M +$1.33M +16,267 +11%
WAM
286
Wolverine Asset Management
Illinois
$13.8M +$8.56M +104,752 +162%
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$13.7M +$1.01M +12,415 +8%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$13.2M +$181K +2,216 +1%
GT
289
Glenmede Trust
Pennsylvania
$13.1M -$989K -12,104 -7%
GKIM
290
GW&K Investment Management
Massachusetts
$13M +$13M +159,279 +37,128%
LA
291
LBP AM
France
$13M +$6.63M +81,179 +104%
BNP Paribas Asset Management
292
BNP Paribas Asset Management
France
$13M +$1.44M +17,588 +12%
NW
293
NewEdge Wealth
Pennsylvania
$13M +$12M +146,749 +1,230%
PAI
294
Pittenger & Anderson Inc
Nebraska
$12.7M +$239K +2,925 +2%
X
295
Xponance
Pennsylvania
$12.5M +$241K +2,946 +2%
TCA
296
Teewinot Capital Advisers
New York
$12.4M +$12.4M +151,817 New
AP
297
Appleton Partners
Massachusetts
$12.4M +$342K +4,189 +3%
DILIC
298
Dai-ichi Life Insurance Company
Japan
$12.3M -$25.7M -314,342 -68%
WHGC
299
Wealth High Governance Capital
Brazil
$12.3M -$8.17M -100,000 -40%
WB
300
WesBanco Bank
West Virginia
$12.2M +$177K +2,167 +1%
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