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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.

New
Increased
Maintained
Reduced
Closed
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 %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$224M +$224M +2,737,798 New
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$209M -$735K -8,996 -0.4%
Jane Street
53
Jane Street
New York
$208M +$10.9M +133,125 +6%
Primecap Management
54
Primecap Management
California
$208M -$6.21M -76,030 -3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$184M -$532K -6,518 -0.3%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$171M -$11.3M -137,986 -6%
Citigroup
57
Citigroup
New York
$170M -$1.43M -17,551 -0.8%
Corient Private Wealth
58
Corient Private Wealth
Florida
$166M -$1.5M -18,426 -0.9%
First Trust Advisors
59
First Trust Advisors
Illinois
$163M +$1.13M +13,875 +0.7%
National Pension Service
60
National Pension Service
South Korea
$163M +$2.96M +36,081 +2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$162M -$7.03M -86,107 -4%
Nordea Investment Management
62
Nordea Investment Management
Sweden
$159M -$40.3M -490,060 -20%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$156M +$68.9M +843,260 +79%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$156M +$135M +1,649,327 +644%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$151M +$3.95M +48,382 +3%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$150M +$31.9M +390,406 +27%
FI
67
Focused Investors
California
$148M -$1.75M -21,400 -1%
Macquarie Group
68
Macquarie Group
Australia
$141M +$3.24M +39,719 +2%
RJA
69
Raymond James & Associates
Florida
$138M +$9.66M +118,276 +8%
Fidelity International
70
Fidelity International
Bermuda
$137M -$41.3M -505,906 -23%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$130M +$1.15M +14,059 +0.9%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$130M +$5.58M +68,275 +4%
American Century Companies
73
American Century Companies
Missouri
$122M -$7.41M -90,673 -6%
Fayez Sarofim & Co
74
Fayez Sarofim & Co
Texas
$119M -$32.7M -399,906 -22%
Millennium Management
75
Millennium Management
New York
$119M +$92.1M +1,127,673 +343%
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