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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 %
MSRPS
376
Maryland State Retirement & Pension System
Maryland
$7.56M +$61.7K +756 +0.8%
AAIM
377
American Assets Investment Management
California
$7.51M – – –
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$7.51M -$2.33M -28,564 -24%
KPWS
379
Kestra Private Wealth Services
Texas
$7.51M +$1.07M +13,118 +17%
AAIS
380
ABN AMRO Investment Solutions
$7.49M -$255K -3,125 -3%
SAM
381
Securian Asset Management
Minnesota
$7.48M -$1.2M -14,680 -14%
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$7.33M -$93.5K -1,145 -1%
MMC
383
Mizuho Markets Cayman
Cayman Islands
$7.23M -$551K -6,745 -7%
ACA
384
Aptus Capital Advisors
Alabama
$7.17M -$263K -3,217 -4%
HIMCH
385
Hartford Investment Management Co (HIMCO)
Connecticut
$7.13M -$382K -4,672 -5%
FA
386
Fiduciary Alliance
South Carolina
$7.1M +$171K +2,097 +2%
CM
387
Capula Management
Cayman Islands
$7.03M +$7.03M +86,087 New
PP
388
Prudential plc
United Kingdom
$6.9M -$400K -4,894 -5%
SCM
389
Shelton Capital Management
Colorado
$6.79M -$2.16M -26,398 -24%
CAN
390
Cetera Advisor Networks
California
$6.78M +$686K +8,857 +11%
KA
391
Kintegral Advisory
New York
$6.75M -$4K -49 -0.1%
SIA
392
Sit Investment Associates
Minnesota
$6.72M +$604K +7,400 +10%
KAS
393
Kestra Advisory Services
Texas
$6.72M +$2.06M +25,195 +44%
MIG
394
McGuire Investment Group
Rhode Island
$6.69M +$168K +2,055 +3%
Capstone Investment Advisors
395
Capstone Investment Advisors
New York
$6.65M -$282K -3,451 -4%
Wolverine Trading
396
Wolverine Trading
Illinois
$6.62M +$3.48M +42,653 +111%
Pacer Advisors
397
Pacer Advisors
Pennsylvania
$6.6M -$12.7K -155 -0.2%
IIM
398
Intact Investment Management
Quebec, Canada
$6.6M -$1.68M -20,600 -20%
AI
399
Atria Investments
North Carolina
$6.59M +$456K +5,580 +7%
WPIC
400
White Pine Investment Company
Michigan
$6.57M -$24.3K -297 -0.4%
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