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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 %
EIP
376
Easterly Investment Partners
Massachusetts
$7.21M +$1.58M +18,511 +28%
VRS
377
Virginia Retirement Systems
Virginia
$7.18M +$7.18M +84,100 New
CIS
378
Capital International Sarl
California
$7.18M -$703K -8,232 -9%
KA
379
Kintegral Advisory
New York
$7.07M – – –
Pacer Advisors
380
Pacer Advisors
Pennsylvania
$6.92M -$66.8K -782 -1%
PAG
381
Private Advisor Group
New Jersey
$6.92M -$638K -7,353 -8%
WPIC
382
White Pine Investment Company
Michigan
$6.89M -$47.7K -559 -0.7%
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$6.88M -$367K -4,300 -5%
DA
384
DCM Advisors
New York
$6.88M -$25K -293 -0.4%
TCBWMS
385
Texas Capital Bank Wealth Management Services
Texas
$6.87M +$6.87M +80,492 New
MIG
386
McGuire Investment Group
Rhode Island
$6.82M -$163K -1,913 -2%
Squarepoint
387
Squarepoint
New York
$6.81M +$6.81M +79,686 New
BS
388
Banco Santander
Spain
$6.77M -$423K -4,948 -6%
JWBC
389
J.W. Burns & Co
New York
$6.76M -$75.2K -881 -1%
KPWS
390
Kestra Private Wealth Services
Texas
$6.73M +$174K +2,040 +3%
HC
391
Hourglass Capital
Texas
$6.72M -$252K -2,950 -4%
HAI
392
Hennessy Advisors Inc
California
$6.71M -$427K -5,000 -6%
CAM
393
Cresset Asset Management
Illinois
$6.71M +$4.35M +50,887 +184%
LA
394
LBP AM
France
$6.68M -$1.12M -13,150 -14%
PCIA
395
Prime Capital Investment Advisors
Kansas
$6.68M +$5.06M +59,305 +314%
LCM
396
Logan Capital Management
Pennsylvania
$6.65M -$83.2K -974 -1%
AMI
397
Amica Mutual Insurance
Rhode Island
$6.61M +$630K +7,377 +11%
HR
398
Howe & Rusling
New York
$6.53M +$35.5K +416 +0.5%
DADC
399
D.A. Davidson & Co
Montana
$6.51M -$736K -8,620 -10%
KOCAA
400
Knights of Columbus Asset Advisors
Connecticut
$6.48M +$71K +831 +1%
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