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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 %
Connor, Clark & Lunn Investment Management (CC&L)
401
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.44M -$24.8M -290,147 -79%
AI
402
Atria Investments
North Carolina
$6.41M -$120K -1,400 -2%
VFM
403
Viking Fund Management
North Dakota
$6.41M +$854K +10,000 +15%
SIA
404
Sit Investment Associates
Minnesota
$6.39M -$385K -4,505 -6%
CAN
405
Cetera Advisor Networks
California
$6.39M +$196K +2,413 +3%
WIA
406
Westbourne Investment Advisors
Maryland
$6.38M +$105K +1,227 +2%
LWM
407
Lyell Wealth Management
California
$6.37M +$377K +4,411 +6%
DZ Bank
408
DZ Bank
Germany
$6.35M -$10M -117,601 -61%
SC
409
Scotia Capital
Ontario, Canada
$6.31M -$114K -1,331 -2%
AWM
410
Avitas Wealth Management
California
$6.3M +$61.7K +722 +1%
AG
411
Advocate Group
Minnesota
$6.27M +$162K +1,895 +3%
MA
412
Montag & Associates
Georgia
$6.22M -$2.9K -34 -0%
AAF
413
Andra AP-fonden
Sweden
$6.19M +$1.25M +14,600 +25%
SI
414
Stephens Inc
Arkansas
$6.17M +$1.81M +21,251 +42%
OLA
415
Oliver Luxxe Assets
New Jersey
$6.16M -$30.1K -353 -0.5%
BA
416
Baugh & Associates
Georgia
$6.12M +$135K +1,583 +2%
BPC
417
Banque Pictet & Cie
Switzerland
$6.11M -$118K -1,378 -2%
SIG
418
Stonegate Investment Group
Alabama
$6.07M -$57.4K -672 -0.9%
BP
419
Ballentine Partners
Massachusetts
$6.03M -$238K -2,791 -4%
IAN
420
Integrated Advisors Network
Texas
$5.96M -$447K -5,230 -7%
GAB
421
German American Bancorp
Indiana
$5.8M +$15.5K +181 +0.3%
CFM
422
Coronation Fund Managers
South Africa
$5.78M -$331K -3,871 -5%
PSP
423
Principal Street Partners
Tennessee
$5.69M -$340K -3,979 -6%
BBI
424
Baxter Bros Inc
Connecticut
$5.6M -$25.1K -294 -0.4%
WAM
425
Wolverine Asset Management
Illinois
$5.53M +$5.53M +64,788 New
15 16
17
18 19