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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

Holders
1,658
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
26.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
144
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
1
T. Rowe Price Associates
Maryland
$2.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.3B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.31B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.24B
5
OIAM
5
OFI Invest Asset Management
France
$221M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$401M
2
State Street
2
State Street
Massachusetts
$10.2B
3
Invesco
3
Invesco
Georgia
$608M
4
CS
4
Credit Suisse
Switzerland
$261M
5
BlackRock
5
BlackRock
New York
$7.65B
Name Market Value Shares Shares
Change 		Shares
Change %
Primecap Management
51
Primecap Management
California
$239M 2,720,353 -831,390 -23%
Nordea Investment Management
52
Nordea Investment Management
Sweden
$231M 2,678,603 -249,788 -9%
Fidelity International
53
Fidelity International
Bermuda
$224M 2,547,395 -322,449 -11%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$224M 2,546,135 +4,508 +0.2%
OIAM
55
OFI Invest Asset Management
France
$221M 19,431,194 +19,431,194 New
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$219M 2,489,227 -361,624 -13%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$215M 2,450,861 +38,674 +2%
Barclays
58
Barclays
United Kingdom
$214M 2,442,998 -1,994,879 -45%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$212M 2,413,646 -206,784 -8%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$203M 2,308,696 +53,127 +2%
Citigroup
61
Citigroup
New York
$199M 2,265,457 -1,136,332 -33%
Macquarie Group
62
Macquarie Group
Australia
$189M 2,156,320 -24,225 -1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$188M 2,139,120 -43,522 -2%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$183M 2,080,824 -1,557,900 -43%
First Trust Advisors
65
First Trust Advisors
Illinois
$175M 1,996,361 -61,357 -3%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$171M 1,947,920 -113,174 -5%
National Pension Service
67
National Pension Service
South Korea
$168M 1,946,101 +95,195 +5%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$163M 1,851,850 -45,451 -2%
FI
69
Focused Investors
California
$162M 1,842,500 -98,700 -5%
Prudential Financial
70
Prudential Financial
New Jersey
$159M 1,807,322 +29,743 +2%
American Century Companies
71
American Century Companies
Missouri
$146M 1,672,144 +246,170 +17%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$133M 1,512,258 -41,002 -3%
RJA
73
Raymond James & Associates
Florida
$125M 1,422,176 +44,263 +3%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$125M 1,421,155 -26,400 -2%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$122M 1,436,526 +71,173 +5%
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