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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
351
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.54M +$8.54M +100,000 New
LIP
352
Liontrust Investment Partners
United Kingdom
$8.54M +$8.54M +100,000 New
IC
353
IEQ Capital
California
$8.45M -$755K -8,841 -8%
EDRH
354
Edmond de Rothschild Holding
Switzerland
$8.39M -$425K -4,977 -5%
CAL
355
Capital Analysts LLC
Pennsylvania
$8.34M +$413K +4,831 +5%
GPSPJS
356
General Pension Society PZU Joint Stock
Poland
$8.32M – – –
MMC
357
Mizuho Markets Cayman
Cayman Islands
$8.13M +$8.13M +95,238 New
Cetera Investment Advisers
358
Cetera Investment Advisers
Illinois
$8.13M +$413K +5,027 +5%
AWM
359
AE Wealth Management
Kansas
$8.12M +$1.19M +13,977 +17%
AAIS
360
ABN AMRO Investment Solutions
$8.1M -$3.75M -43,944 -32%
QP
361
Quilter Plc
United Kingdom
$7.99M +$958K +965 +14%
SF
362
Synovus Financial
Georgia
$7.92M +$402K +4,710 +5%
HIMCH
363
Hartford Investment Management Co (HIMCO)
Connecticut
$7.86M -$1.59M -18,582 -17%
AAIM
364
American Assets Investment Management
California
$7.86M – – –
AQR Capital Management
365
AQR Capital Management
Connecticut
$7.85M -$295K -3,459 -4%
MSRPS
366
Maryland State Retirement & Pension System
Maryland
$7.84M -$491K -5,755 -6%
BF
367
BOK Financial
Oklahoma
$7.8M -$299K -3,506 -4%
ACA
368
Aptus Capital Advisors
Alabama
$7.77M -$499K -5,838 -6%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$7.76M -$11.9M -139,446 -61%
TC
370
Telemus Capital
Michigan
$7.75M +$54.7K +641 +0.7%
PP
371
Prudential plc
United Kingdom
$7.63M -$68.8K -806 -0.9%
CI
372
Capital International
California
$7.57M -$1.75M -20,514 -19%
Capstone Investment Advisors
373
Capstone Investment Advisors
New York
$7.25M +$2.87M +33,658 +66%
FA
374
Fiduciary Alliance
South Carolina
$7.24M +$1.46M +17,066 +25%
ETC
375
Exchange Traded Concepts
Oklahoma
$7.24M +$7.09M +83,035 +4,925%
13 14
15
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