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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 %
PCH
326
Polar Capital Holdings
United Kingdom
$10.4M -$40.4K -495 -0.4%
EIP
327
Easterly Investment Partners
Massachusetts
$10.1M +$3.21M +39,347 +47%
GIM
328
Grassi Investment Management
California
$9.88M – – –
PFO
329
Pathstone Family Office
New Jersey
$9.64M +$5.89M +71,988 +157%
EI
330
Ethic Inc
New York
$9.6M -$374K -4,578 -4%
EDRH
331
Edmond de Rothschild Holding
Switzerland
$9.6M +$1.58M +19,355 +20%
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$9.58M +$543K +6,341 +6%
DCM
333
Dupont Capital Management
Delaware
$9.44M +$5.36M +65,570 +131%
GIBU
334
Gulf International Bank (UK)
United Kingdom
$9.38M -$960K -11,760 -9%
FAM
335
Fred Alger Management
New York
$9.31M – – –
BCIM
336
British Columbia Investment Management
British Columbia, Canada
$9.3M +$45.1K +552 +0.5%
FLPIM
337
F.L. Putnam Investment Management
Massachusetts
$9.26M +$396K +4,844 +4%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$9.2M +$941K +11,519 +11%
Nomura Holdings
339
Nomura Holdings
Japan
$9.07M +$5.12M +62,730 +130%
CA
340
Cornerstone Advisors
North Carolina
$9.05M -$4.84M -59,300 -35%
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$8.95M +$8.95M +109,534 New
WBC
342
Westpac Banking Corp
Australia
$8.9M +$460K +5,635 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
343
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.86M -$12.9M -158,000 -59%
CGPCS
344
Capital Group Private Client Services
California
$8.82M -$194K -2,372 -2%
BCM
345
BTC Capital Management
Iowa
$8.73M +$61.9K +758 +0.7%
LIP
346
Liontrust Investment Partners
United Kingdom
$8.66M +$490K +6,000 +6%
BCM
347
Bayesian Capital Management
New York
$8.66M +$8.66M +106,000 New
CM
348
Castleark Management
Illinois
$8.65M – – –
VPIM
349
Vanguard Personalized Indexing Management
California
$8.64M +$290K +3,556 +3%
AQR Capital Management
350
AQR Capital Management
Connecticut
$8.59M +$1.09M +13,334 +15%
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