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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 %
CAL
351
Capital Analysts LLC
Pennsylvania
$8.58M +$610K +7,468 +8%
EMPI
352
Elo Mutual Pension Insurance
Finland
$8.56M -$2.11M -25,890 -20%
PCOC
353
Power Corp of Canada
Canada
$8.5M – – –
VF
354
Vest Financial
Virginia
$8.5M +$3.65M +44,725 +75%
ZCM
355
Ziegler Capital Management
Illinois
$8.43M -$282K -3,456 -3%
NRC
356
New Republic Capital
North Carolina
$8.32M -$18.1K -222 -0.2%
SAM
357
Socorro Asset Management
Texas
$8.3M – – –
LBC
358
Lowe Brockenbrough & Co
Virginia
$8.29M +$49.3K +604 +0.6%
AAM
359
Advisors Asset Management
Colorado
$8.18M -$109K -1,334 -1%
VFM
360
Viking Fund Management
North Dakota
$8.17M +$2.04M +25,000 +33%
Allspring Global Investments
361
Allspring Global Investments
North Carolina
$8.11M -$603K -7,383 -7%
IC
362
IEQ Capital
California
$8.09M +$14K +171 +0.2%
BCI
363
Brinker Capital Investments
Pennsylvania
$8.06M -$1.07M -13,094 -12%
OPS
364
Orion Portfolio Solutions
Nebraska
$8.06M -$1.07M -13,094 -12%
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$8.06M -$226K -2,772 -3%
QP
366
Quilter Plc
United Kingdom
$8.04M – – –
APG Asset Management
367
APG Asset Management
Netherlands
$8.04M +$4.18M +51,200 +108%
KRS
368
Kentucky Retirement Systems
Kentucky
$7.96M -$593K -7,260 -7%
GPSPJS
369
General Pension Society PZU Joint Stock
Poland
$7.95M – – –
BS
370
Banco Santander
Spain
$7.92M +$1.45M +17,702 +22%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$7.73M -$240K -2,979 -3%
FC
372
FORA Capital
Florida
$7.71M +$7.71M +94,451 New
SF
373
Synovus Financial
Georgia
$7.66M +$88K +1,077 +1%
CII
374
Capital International Inc
California
$7.63M -$2.55M -31,177 -25%
Balyasny Asset Management
375
Balyasny Asset Management
Illinois
$7.57M -$61.7M -755,704 -89%
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