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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 %
CCT
726
Chemung Canal Trust
New York
$1.48M +$25.9K +317 +2%
CGL
727
Clarius Group LLC
Washington
$1.46M -$284K -3,481 -16%
CCA
728
Checchi Capital Advisers
California
$1.46M -$7.68K -94 -0.5%
ADBIC
729
A.D. Beadell Investment Counsel
Wisconsin
$1.45M – – –
OAM
730
Ostrum Asset Management
France
$1.44M +$462K +5,655 +47%
CFB
731
Cullen/Frost Bankers
Texas
$1.43M -$42.1K -515 -3%
CF
732
Centaurus Financial
California
$1.42M +$102K +1,254 +8%
SAI
733
Systematic Alpha Investments
New Jersey
$1.42M – – –
AFG
734
AFS Financial Group
Maryland
$1.41M +$391K +4,782 +38%
TIA
735
Trust Investment Advisors
Indiana
$1.41M -$13.1K -161 -0.9%
CAM
736
Covenant Asset Management
New Jersey
$1.41M +$22.1K +270 +2%
VFA
737
Valeo Financial Advisors
Indiana
$1.4M -$5.55K -68 -0.4%
CWM
738
Congress Wealth Management
Massachusetts
$1.4M +$43.9K +538 +3%
M1FG
739
Mach-1 Financial Group
Arkansas
$1.4M -$1.06M -12,998 -43%
HCA
740
Harbour Capital Advisors
Virginia
$1.4M +$370K +4,525 +36%
AG
741
AIA Group
Hong Kong
$1.4M -$367K -4,499 -21%
MFS
742
Mirabella Financial Services
United Kingdom
$1.39M +$1.17M +14,278 +510%
IFWM
743
Institute for Wealth Management
Colorado
$1.39M -$5.55K -68 -0.4%
OAM
744
Oak Asset Management
California
$1.38M -$1.63K -20 -0.1%
SA
745
Strategic Advisors
New York
$1.38M +$653 +8 +0%
WS
746
Wedbush Securities
California
$1.38M +$28K +343 +2%
SIA
747
Schechter Investment Advisors
Michigan
$1.38M +$616K +7,546 +81%
AA
748
Altman Advisors
Illinois
$1.37M +$1.37M +16,770 New
Luther King Capital Management (LKCM)
749
Luther King Capital Management (LKCM)
Texas
$1.37M +$55.9K +685 +4%
BFS
750
Bradley Foster & Sargent
Connecticut
$1.37M – – –
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