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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 %
CI
826
Cigna Investments
Connecticut
$1.06M -$156K -1,904 -13%
AT
827
Avalon Trust
New Mexico
$1.06M -$212K -2,600 -17%
NC
828
Nightview Capital
Texas
$1.06M +$175K +2,141 +20%
PI
829
PFG Investments
New York
$1.06M -$46.2K -566 -4%
MAM
830
Morse Asset Management
Connecticut
$1.05M -$138K -1,693 -12%
BPCA
831
Bank Pictet & Cie (Asia)
Singapore
$1.05M – – –
GAMC
832
Garner Asset Management Corp
Texas
$1.05M +$384K +4,704 +58%
DWM
833
Dakota Wealth Management
Florida
$1.05M +$146K +1,785 +16%
EWA
834
EP Wealth Advisors
California
$1.04M +$698K +8,547 +204%
PAM
835
Panagora Asset Management
Massachusetts
$1.04M +$1.06K +13 +0.1%
STA
836
Summit Trail Advisors
New York
$1.04M +$16.6K +203 +2%
AI
837
Atom Investors
Texas
$1.04M +$587K +7,193 +131%
CASB
838
Cape Ann Savings Bank
Massachusetts
$1.03M -$4.9K -60 -0.5%
WW
839
Waterfront Wealth
Kansas
$1.03M +$30.7K +430 +3%
SACTSONJ
840
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.03M – – –
PIM
841
Penobscot Investment Management
Massachusetts
$1.03M +$1.03M +12,569 New
ZIG
842
Zullo Investment Group
Pennsylvania
$1.01M -$18.2K -223 -2%
CCMT
843
CMT Capital Markets Trading
Germany
$1.01M -$3.36M -41,103 -77%
VCA
844
Verdence Capital Advisors
Maryland
$1.01M +$32.2K +394 +3%
KWA
845
Kingswood Wealth Advisors
California
$1M +$1M +12,281 New
AWE
846
Avidian Wealth Enterprises
Texas
$1M -$25.6K -314 -2%
AC
847
Abbrea Capital
California
$998K -$21.2K -260 -2%
VCM
848
Viewpoint Capital Management
Washington
$998K – – –
CIC
849
Chilton Investment Company
Connecticut
$983K +$467K +5,719 +91%
OIA
850
OneDigital Investment Advisors
Kansas
$977K +$35.8K +438 +4%
32 33
34
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