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Morgan Stanley
MS

Overview Fund Activity

1,671 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, 664 reducing their positions, and 102 closing their positions.

Holders
1,671
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.36%
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
664
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.74B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.4B
3
Jane Street
3
Jane Street
New York
$206M
4
Ameriprise
4
Ameriprise
Minnesota
$1.53B
5
Goldman Sachs
5
Goldman Sachs
New York
$950M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$26.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$92.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$670M -$167M -1,960,033 -20%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$649M -$68M -795,791 -9%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$626M -$16M -187,395 -2%
UBS Group
29
UBS Group
Switzerland
$613M +$70.9M +829,658 +13%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$567M -$1.82M -20,613 -0.3%
UBS AM
31
UBS AM
Illinois
$521M – – –
Invesco
32
Invesco
Georgia
$504M -$87.4M -1,023,619 -15%
Morgan Stanley
33
Morgan Stanley
New York
$491M -$54.8M -641,711 -10%
Principal Financial Group
34
Principal Financial Group
Iowa
$452M -$3.74M -43,745 -0.8%
Wells Fargo
35
Wells Fargo
California
$412M -$11.8M -137,992 -3%
Amundi
36
Amundi
France
$323M -$120M -1,391,695 -27%
Barclays
37
Barclays
United Kingdom
$308M +$99.4M +1,163,561 +48%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$287M +$17.8M +208,026 +7%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$283M +$12.9M +151,500 +5%
Deutsche Bank
40
Deutsche Bank
Germany
$280M -$3.46M -40,536 -1%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$279M +$23.3M +272,548 +9%
AllianceBernstein
42
AllianceBernstein
Tennessee
$274M -$1.35M -15,762 -0.5%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$267M -$3.55M -41,540 -1%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$261M -$41.9M -490,248 -14%
CCM
45
Cullen Capital Management
New York
$252M +$3.05M +35,706 +1%
CS
46
Credit Suisse
Switzerland
$249M -$4.51M -52,821 -2%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$238M -$75.8M -887,496 -24%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$224M +$11.4M +133,002 +5%
Primecap Management
49
Primecap Management
California
$224M -$8.63M -101,110 -4%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$219M +$1.68M +19,623 +0.8%
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