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Morgan Stanley
MS

Overview Fund Activity

1,659 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
-8
Holders Change %
-0.48%
% of All Funds
26.55%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
145
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
T. Rowe Price Associates
Maryland
$2.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.3B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.31B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.24B
5
Franklin Resources
Franklin Resources
California
$1.02B

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$401M
2
State Street
State Street
Massachusetts
$10.2B
3
Invesco
Invesco
Georgia
$608M
4
CS
Credit Suisse
Switzerland
$261M
5
BlackRock
BlackRock
New York
$7.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
426
Easterly Investment Partners
Massachusetts
$5.79M -$3.67M -41,763 -39%
ISB
427
Iowa State Bank
Iowa
$5.79M -$34.5K -393 -0.6%
BBI
428
Baxter Bros Inc
Connecticut
$5.78M -$88 -1 -0%
AIP
429
Ameritas Investment Partners
Nebraska
$5.74M -$10.1K -115 -0.2%
VFM
430
Viking Fund Management
North Dakota
$5.71M – – –
GCM
431
Gibraltar Capital Management
Oklahoma
$5.69M +$81.2K +925 +1%
SFM
432
Signet Financial Management
New Jersey
$5.58M +$25.3K +288 +0.5%
SCA
433
Sandy Cove Advisors
Massachusetts
$5.51M +$1.23K +14 +0%
API
434
Advisor Partners II
California
$5.47M +$161K +1,837 +3%
DLCIG
435
D.L. Carlson Investment Group
New Hampshire
$5.44M -$435K -4,949 -7%
PFO
436
Pathstone Family Office
New Jersey
$5.43M -$5.85M -66,588 -52%
BCA
437
Bernzott Capital Advisors
California
$5.42M -$1.24M -14,109 -19%
MHC
438
Meyer Handelman Company
New York
$5.37M – – –
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$5.36M -$167K -1,900 -3%
PI
440
PEAK6 Investments
Illinois
$5.34M -$190K -2,161 -3%
CCM
441
Coldstream Capital Management
Washington
$5.31M -$12.6K -144 -0.2%
OSNBOA
442
Old Second National Bank of Aurora
Illinois
$5.21M -$449K -5,116 -8%
KAS
443
Kestra Advisory Services
Texas
$5.18M -$2.64M -30,039 -34%
GT
444
Glenview Trust
Kentucky
$5.16M +$103K +1,172 +2%
MLICM
445
Metropolitan Life Insurance Company (MetLife)
New York
$5.13M -$1.56M -17,812 -23%
HVIA
446
Hudson Valley Investment Advisors
New York
$5.11M +$502K +5,720 +11%
AAF
447
Andra AP-fonden
Sweden
$5.08M +$439K +5,000 +9%
CCG
448
Ceeto Capital Group
Florida
$5.08M -$302K -3,443 -6%
IAIM
449
Industrial Alliance Investment Management
Quebec, Canada
$5.08M +$1.81M +20,670 +56%
AAM
450
Aureus Asset Management
Massachusetts
$5.07M +$233K +2,651 +5%
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