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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 %
Stifel Financial
76
Stifel Financial
Missouri
$113M 1,292,248 -3,430 -0.3%
EWM
77
Evercore Wealth Management
New York
$113M 1,286,961 -363 -0%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$113M 1,283,506 +246,412 +24%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$112M 1,278,334 -47,600 -4%
Canada Life
80
Canada Life
Manitoba, Canada
$110M 1,252,802 -5,234 -0.4%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$109M 1,246,604 +19,804 +2%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$108M 1,328,535 +429,468 +48%
Victory Capital Management
83
Victory Capital Management
Texas
$105M 1,191,303 +62,600 +6%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$104M 1,180,325 +806 +0.1%
EC
85
Eminence Capital
New York
$98.5M 1,121,451 -200,110 -15%
CB
86
Commerce Bank
Missouri
$95.4M 1,086,765 -40,740 -4%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$93.4M 1,063,654 -31,783 -3%
DLA
88
Douglas Lane & Associates
New York
$93.2M 1,061,731 -20,465 -2%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$93.2M 1,061,666 -77,761 -7%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$92.8M 1,056,851 -896,669 -46%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$92.5M 1,053,542 -5,140 -0.5%
Truist Financial
92
Truist Financial
North Carolina
$92.2M 1,050,198 -65,070 -6%
Corient Private Wealth
93
Corient Private Wealth
Florida
$91.2M 1,038,412 +555,341 +115%
Artisan Partners
94
Artisan Partners
Wisconsin
$89.2M 1,016,466 +13,734 +1%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$89M 1,013,644 +354,576 +54%
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$87.3M 994,747 +95,948 +11%
Aberdeen Group
97
Aberdeen Group
United Kingdom
$86.2M 981,721 +73,717 +8%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$84.8M 968,276 -39,470 -4%
IIM
99
INTECH Investment Management
Florida
$84.6M 963,804 +99,277 +11%
Swedbank
100
Swedbank
Sweden
$84.4M 961,412 -19,511 -2%
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4
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