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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

Holders
1,658
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
26.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
144
Increased
645
Reduced
645
Closed
119
Calls
$2.96B
Puts
$2.83B
Net Calls
+$124M
Net Calls Change
+$328M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.3B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.31B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.24B
5
Franklin Resources
5
Franklin Resources
California
$1.02B

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$401M
2
State Street
2
State Street
Massachusetts
$10.2B
3
Invesco
3
Invesco
Georgia
$608M
4
CS
4
Credit Suisse
Switzerland
$261M
5
BlackRock
5
BlackRock
New York
$7.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
351
Vanguard Personalized Indexing Management
California
$8.6M +$923K +10,511 +12%
MSRPS
352
Maryland State Retirement & Pension System
Maryland
$8.57M +$78.6K +895 +0.9%
GPSPJS
353
General Pension Society PZU Joint Stock
Poland
$8.55M – – –
ACA
354
Aptus Capital Advisors
Alabama
$8.5M +$2.7M +30,763 +47%
Credit Agricole
355
Credit Agricole
France
$8.47M -$1.2M -13,659 -12%
IMRF
356
Illinois Municipal Retirement Fund
Illinois
$8.46M -$627K -7,137 -7%
CIC
357
Chilton Investment Company
Connecticut
$8.45M +$8.45M +96,188 New
BCV
358
Banque Cantonale Vaudoise
Switzerland
$8.43M +$4.77M +54,300 +130%
BF
359
BOK Financial
Oklahoma
$8.33M +$675K +7,689 +9%
AQR Capital Management
360
AQR Capital Management
Connecticut
$8.22M -$2.9M -33,653 -26%
CAL
361
Capital Analysts LLC
Pennsylvania
$8.15M +$173K +1,970 +2%
PCOC
362
Power Corp of Canada
Canada
$8.14M +$4.46M +53,172 +122%
CIS
363
Capital International Sarl
California
$8.1M -$3.51M -39,962 -30%
AAIM
364
American Assets Investment Management
California
$8.08M – – –
LA
365
LBP AM
France
$8.02M -$1.17M -13,317 -13%
Los Angeles Capital Management
366
Los Angeles Capital Management
California
$8.02M +$485K +5,523 +6%
PP
367
Prudential plc
United Kingdom
$7.92M -$66.8K -761 -0.8%
TC
368
Telemus Capital
Michigan
$7.91M +$8.6K +98 +0.1%
Cetera Investment Advisers
369
Cetera Investment Advisers
Illinois
$7.91M -$756K -8,979 -9%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$7.86M +$1.32M +15,054 +20%
SF
371
Synovus Financial
Georgia
$7.73M +$4.11M +46,831 +114%
PAG
372
Private Advisor Group
New Jersey
$7.65M -$377K -4,294 -5%
WB
373
WesBanco Bank
West Virginia
$7.46M +$12.2K +139 +0.2%
LSERS
374
Louisiana State Employees Retirement System
Louisiana
$7.45M -$26.3K -300 -0.4%
OHIS
375
Oak Harvest Investment Services
Texas
$7.43M +$326K +3,714 +5%
13 14
15
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