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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 %
DADC
376
D.A. Davidson & Co
Montana
$7.42M -$248K -2,836 -3%
BS
377
Banco Santander
Spain
$7.4M -$1.96M -22,362 -21%
N
378
Natixis
France
$7.4M -$120M -1,370,754 -94%
HAI
379
Hennessy Advisors Inc
California
$7.34M +$430K +4,900 +6%
KA
380
Kintegral Advisory
New York
$7.26M -$390K -4,445 -5%
SG Americas Securities
381
SG Americas Securities
New York
$7.19M -$18.8M -214,061 -72%
MIG
382
McGuire Investment Group
Rhode Island
$7.18M -$179K -2,044 -2%
Pacer Advisors
383
Pacer Advisors
Pennsylvania
$7.18M +$4.63M +52,711 +181%
HC
384
Hourglass Capital
Texas
$7.17M -$175K -1,990 -2%
WPIC
385
White Pine Investment Company
Michigan
$7.14M -$156K -1,778 -2%
AWM
386
AE Wealth Management
Kansas
$7.12M -$138K -1,572 -2%
DA
387
DCM Advisors
New York
$7.1M -$19.4K -221 -0.3%
QP
388
Quilter Plc
United Kingdom
$7.04M -$149K -150 -2%
JWBC
389
J.W. Burns & Co
New York
$7.03M +$27.7K +316 +0.4%
SIA
390
Sit Investment Associates
Minnesota
$6.97M -$4.17M -47,445 -37%
LCM
391
Logan Capital Management
Pennsylvania
$6.92M +$626K +7,127 +10%
FC
392
FORA Capital
Florida
$6.86M +$2.14M +24,343 +45%
NB
393
Norinchukin Bank
Japan
$6.75M +$142K +1,613 +2%
KPWS
394
Kestra Private Wealth Services
Texas
$6.74M +$37.4K +426 +0.6%
AI
395
Atria Investments
North Carolina
$6.71M +$2.12M +24,105 +46%
TC
396
TwinBeech Capital
New York
$6.7M +$6.7M +76,310 New
HR
397
Howe & Rusling
New York
$6.67M -$28.4K -324 -0.4%
SC
398
Scotia Capital
Ontario, Canada
$6.61M -$4.26M -48,574 -39%
KOCAA
399
Knights of Columbus Asset Advisors
Connecticut
$6.59M +$40.8K +465 +0.6%
IAN
400
Integrated Advisors Network
Texas
$6.59M +$3.31M +37,723 +101%
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