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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 %
Assenagon Asset Management
451
Assenagon Asset Management
Luxembourg
$5.1M +$117K +1,431 +2%
IGAM
452
iA Global Asset Management
Quebec, Canada
$5.06M +$200K +2,450 +4%
SFM
453
Signet Financial Management
New Jersey
$5.02M -$151K -1,852 -3%
IMRF
454
Illinois Municipal Retirement Fund
Illinois
$5M – – –
MHC
455
Meyer Handelman Company
New York
$4.99M +$270K +3,300 +6%
BPA
456
Beacon Pointe Advisors
California
$4.91M +$1.75M +21,446 +55%
GT
457
Glenview Trust
Kentucky
$4.86M +$69.3K +849 +1%
BCV
458
Banque Cantonale Vaudoise
Switzerland
$4.85M -$82.6K -1,011 -2%
PWP
459
Private Wealth Partners
California
$4.84M +$262K +3,202 +6%
CCG
460
Ceeto Capital Group
Florida
$4.8M +$73.5K +900 +2%
FIA
461
Foundations Investment Advisors
Arizona
$4.77M +$289K +3,538 +6%
MGP
462
Metis Global Partners
California
$4.76M +$731K +8,945 +18%
TC
463
TownSquare Capital
Utah
$4.71M +$63K +772 +1%
EOJOAM
464
E. Ohman J:or Asset Management
Sweden
$4.7M – – –
YIA
465
YHB Investment Advisors
Connecticut
$4.7M – – –
HT
466
Heritage Trust
Oklahoma
$4.69M -$13.1K -161 -0.3%
PCA
467
Providence Capital Advisors
North Carolina
$4.68M +$116K +1,426 +3%
OSNBOA
468
Old Second National Bank of Aurora
Illinois
$4.66M -$138K -1,691 -3%
CCM
469
Coldstream Capital Management
Washington
$4.64M -$214K -2,622 -4%
SCA
470
Sandy Cove Advisors
Massachusetts
$4.63M +$1.63K +20 +0%
GA
471
Geller Advisors
New York
$4.59M -$56.1K -687 -1%
TSW
472
Thompson Siegel & Walmsley
Virginia
$4.59M +$1.48M +18,172 +48%
PA
473
Parallel Advisors
California
$4.58M +$1.08M +13,244 +31%
SPIA
474
Steward Partners Investment Advisory
New York
$4.52M +$1.24M +15,208 +38%
SI
475
Stephens Inc
Arkansas
$4.52M -$1.38M -16,864 -23%
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