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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
+$1.08B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$419M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$247M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
5
Franklin Resources
Franklin Resources
California
+$171M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$854M
2
State Street
State Street
Massachusetts
-$431M
3
Invesco
Invesco
Georgia
-$216M
4
CS
Credit Suisse
Switzerland
-$201M
5
BlackRock
BlackRock
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
501
Dupont Capital Management
Delaware
$3.77M +$496K +5,649 +15%
MFA
502
Mayflower Financial Advisors
Massachusetts
$3.76M +$1.67K +19 +0%
PA
503
Parallel Advisors
California
$3.72M -$43.3K -493 -1%
TL
504
Tradewinds LLC
North Carolina
$3.72M +$3.72M +42,396 New
SPIA
505
Steward Partners Investment Advisory
New York
$3.67M -$168K -1,909 -4%
HNB
506
Huntington National Bank
Ohio
$3.65M -$53.8K -613 -1%
SYBT
507
Stock Yards Bank & Trust
Kentucky
$3.65M +$308K +3,508 +9%
PI
508
PGGM Investments
Netherlands
$3.64M +$1.73M +19,740 +91%
AHC
509
Adell Harriman & Carpenter
Texas
$3.64M -$88.9K -1,012 -2%
CFP
510
Cypress Financial Planning
New Jersey
$3.63M -$1.92K -22 -0.1%
RAM
511
Roanoke Asset Management
New Jersey
$3.63M -$1.76K -20 -0%
KWA
512
KCS Wealth Advisory
California
$3.61M -$173K -1,969 -5%
NMIMC
513
Northwestern Mutual Investment Management Company
Wisconsin
$3.61M -$21.8K -248 -0.6%
LNC
514
Lincoln National Corp
Pennsylvania
$3.59M +$54.9K +631 +2%
V
515
Veritable
Delaware
$3.58M -$6.5K -74 -0.2%
LW
516
Linscomb Wealth
Texas
$3.58M +$237K +2,694 +7%
Loomis, Sayles & Company
517
Loomis, Sayles & Company
Massachusetts
$3.56M +$40.6K +462 +1%
TAM
518
Tocqueville Asset Management
New York
$3.56M -$85.2K -970 -2%
DIA
519
Dana Investment Advisors
Wisconsin
$3.48M -$18.2M -206,806 -84%
AC
520
Asio Capital
Kentucky
$3.47M +$130K +1,483 +4%
LAM
521
L2 Asset Management
Massachusetts
$3.46M +$1.14M +12,960 +49%
WJWM
522
Williams Jones Wealth Management
New York
$3.46M +$115K +1,307 +3%
VIM
523
Vinva Investment Management
Australia
$3.45M +$3.45M +40,040 New
CI
524
CX Institutional
Indiana
$3.43M -$697K -7,990 -17%
GT
525
Greenleaf Trust
Michigan
$3.43M +$56.5K +644 +2%
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