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Morgan Stanley
MS

Overview Fund Activity

1,652 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, 620 reducing their positions, and 118 closing their positions.

Holders
1,652
Holders Change
-19
Holders Change %
-1.14%
% of All Funds
26.34%
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
620
Closed
118
Calls
$2.92B
Puts
$2.83B
Net Calls
+$91.6M
Net Calls Change
-$73M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$488M
2
Boston Partners
2
Boston Partners
Massachusetts
$478M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.92B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.31B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$224M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$586M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.92B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.68B
4
BlackRock
4
BlackRock
New York
$7.16B
5
State Street
5
State Street
Massachusetts
$9.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$636M -$4.59M -56,240 -0.7%
UBS Group
27
UBS Group
Switzerland
$617M +$30.9M +377,831 +5%
Capital World Investors
28
Capital World Investors
California
$586M -$1.29B -15,809,297 -69%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$582M +$14M +158,265 +2%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$574M -$25.5M -312,776 -4%
Invesco
31
Invesco
Georgia
$545M +$62.6M +766,530 +13%
DZ Bank
32
DZ Bank
Germany
$488M +$482M +5,905,679 +7,936%
UBS AM
33
UBS AM
Illinois
$483M -$1.37M -16,778 -0.3%
Boston Partners
34
Boston Partners
Massachusetts
$478M +$478M +5,899,130 New
Morgan Stanley
35
Morgan Stanley
New York
$476M +$6.08M +74,499 +1%
Principal Financial Group
36
Principal Financial Group
Iowa
$421M -$11.3M -138,047 -3%
Wells Fargo
37
Wells Fargo
California
$402M +$7.9M +96,751 +2%
Amundi
38
Amundi
France
$364M +$67.7M +858,213 +23%
Barclays
39
Barclays
United Kingdom
$331M +$36.6M +448,000 +12%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$328M +$114M +1,393,065 +53%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$286M +$11.8M +144,114 +4%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$282M +$16M +196,364 +6%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$256M +$28.5M +349,000 +13%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$254M -$581K -7,114 -0.2%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$253M -$17.8M -217,341 -7%
AllianceBernstein
46
AllianceBernstein
Tennessee
$250M -$12M -146,717 -5%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$246M -$4.31M -52,800 -2%
CS
48
Credit Suisse
Switzerland
$238M +$287K +3,516 +0.1%
CCM
49
Cullen Capital Management
New York
$236M -$5M -61,173 -2%
Deutsche Bank
50
Deutsche Bank
Germany
$233M -$35.2M -431,290 -13%
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