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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 %
OPS
326
Orion Portfolio Solutions
Nebraska
$9.55M -$570K -6,670 -6%
CGPCS
327
Capital Group Private Client Services
California
$9.42M -$28.5K -334 -0.3%
SCM
328
Shelton Capital Management
Colorado
$9.36M -$1.17M -13,709 -11%
FLPIM
329
F.L. Putnam Investment Management
Massachusetts
$9.27M -$455K -5,330 -5%
Allspring Global Investments
330
Allspring Global Investments
North Carolina
$9.11M -$3.86M -45,241 -30%
ZCM
331
Ziegler Capital Management
Illinois
$9.11M -$392K -4,591 -4%
SAM
332
Securian Asset Management
Minnesota
$9.07M -$151K -1,765 -2%
BCM
333
BTC Capital Management
Iowa
$9.06M -$271K -3,178 -3%
AAS
334
Annex Advisory Services
Wisconsin
$9.05M +$9.05M +105,998 New
SG Americas Securities
335
SG Americas Securities
New York
$9.05M +$2.06M +24,097 +29%
CM
336
Castleark Management
Illinois
$9.05M – – –
CRM
337
Cramer Rosenthal McGlynn
Connecticut
$9.02M -$1.12M -13,153 -11%
Daiwa Securities Group
338
Daiwa Securities Group
Japan
$9.01M +$105K +1,226 +1%
KRS
339
Kentucky Retirement Systems
Kentucky
$8.95M +$123K +1,438 +1%
PCOC
340
Power Corp of Canada
Canada
$8.89M +$613K +7,174 +7%
WBC
341
Westpac Banking Corp
Australia
$8.83M -$19.4M -227,444 -69%
VPIM
342
Vanguard Personalized Indexing Management
California
$8.74M +$366K +4,282 +4%
NRC
343
New Republic Capital
North Carolina
$8.72M -$1.96K -23 -0%
SAM
344
Socorro Asset Management
Texas
$8.68M – – –
AAM
345
Advisors Asset Management
Colorado
$8.67M -$239K -2,804 -3%
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$8.66M +$14.4K +169 +0.2%
IIM
347
Intact Investment Management
Quebec, Canada
$8.66M – – –
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$8.63M +$985K +11,530 +13%
LBC
349
Lowe Brockenbrough & Co
Virginia
$8.62M +$143K +1,673 +2%
OHIS
350
Oak Harvest Investment Services
Texas
$8.59M +$1.36M +15,976 +19%
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