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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 %
SC
651
Stolper & Co
Oklahoma
$2.01M +$54.1K +662 +3%
GF
652
Gries Financial
Ohio
$2.01M -$223K -2,731 -10%
GWM
653
Greenwich Wealth Management
Connecticut
$2M – – –
FTDI
654
First Trust Direct Indexing
Massachusetts
$1.99M +$82.2K +1,007 +4%
MA
655
Mutual Advisors
Nebraska
$1.97M +$643K +7,878 +49%
PAS
656
Park Avenue Securities
New York
$1.96M -$4.57K -56 -0.2%
CRM
657
Cramer Rosenthal McGlynn
Connecticut
$1.96M -$6.67M -81,658 -77%
ACP
658
Arcus Capital Partners
Georgia
$1.92M – – –
RFC
659
Regions Financial Corp
Alabama
$1.92M +$29.6K +362 +2%
TH
660
TCTC Holdings
Texas
$1.89M – – –
WJWM
661
Williams Jones Wealth Management
New York
$1.89M -$243K -2,970 -11%
SM
662
Sciencast Management
New Jersey
$1.89M +$1.21M +14,758 +177%
CCP
663
Clough Capital Partners
Massachusetts
$1.86M – – –
FDS
664
Freedom Day Solutions
Texas
$1.84M -$4.82K -59 -0.3%
MFG
665
Merit Financial Group
Georgia
$1.83M +$141K +1,729 +8%
CB
666
Community Bank
New York
$1.83M -$28.7K -351 -2%
AF
667
Arrow Financial
New York
$1.83M +$148K +1,817 +9%
GAM
668
Griffin Asset Management
New York
$1.82M -$81.3K -995 -4%
AWM
669
Apollon Wealth Management
South Carolina
$1.81M -$107K -1,306 -6%
DLG
670
Daniel L. Goodwin
$1.8M – – –
CAM
671
Cacti Asset Management
Georgia
$1.79M – – –
CIP
672
Convergence Investment Partners
Florida
$1.79M -$77.6K -950 -4%
SAM
673
Shell Asset Management
Netherlands
$1.78M -$29.1K -356 -2%
CK
674
Cohen Klingenstein
New York
$1.78M – – –
PA
675
Paralel Advisors
Colorado
$1.78M +$19.4K +238 +1%
25 26
27
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