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Morgan Stanley
MS

Overview Fund Activity

1,671 hedge funds and large institutions have $119B invested in Morgan Stanley in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 639 increasing their positions, 664 reducing their positions, and 102 closing their positions.

Holders
1,671
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.36%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.33%
New
125
Increased
639
Reduced
664
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.74B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.4B
3
Jane Street
3
Jane Street
New York
$206M
4
Ameriprise
4
Ameriprise
Minnesota
$1.53B
5
Goldman Sachs
5
Goldman Sachs
New York
$950M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$26.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$92.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Evercore Wealth Management
New York
$111M +$647K +7,574 +0.6%
Stifel Financial
77
Stifel Financial
Missouri
$110M -$201K -2,356 -0.2%
Canada Life
78
Canada Life
Manitoba, Canada
$101M -$6.01M -70,041 -6%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$101M +$26.2M +307,152 +35%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$98.9M -$7.52M -88,066 -7%
Korea Investment Corp
81
Korea Investment Corp
South Korea
$96.5M -$4.34M -50,801 -4%
Toronto Dominion Bank
82
Toronto Dominion Bank
Ontario, Canada
$96.2M +$24.8M +290,763 +35%
Eagle Capital Management (New York)
83
Eagle Capital Management (New York)
New York
$92.9M -$372M -4,351,347 -80%
Victory Capital Management
84
Victory Capital Management
Texas
$92.1M -$9.65M -113,005 -9%
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$91.5M +$6.59M +77,155 +8%
Arrowstreet Capital
86
Arrowstreet Capital
Massachusetts
$91M +$60.6M +709,986 +200%
Aberdeen Group
87
Aberdeen Group
United Kingdom
$90.3M +$6.44M +75,379 +8%
DLA
88
Douglas Lane & Associates
New York
$89.9M -$737K -8,631 -0.8%
Truist Financial
89
Truist Financial
North Carolina
$88.7M -$962K -11,266 -1%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$88.3M +$5.62M +65,801 +7%
Artisan Partners
91
Artisan Partners
Wisconsin
$88.2M +$1.42M +16,600 +2%
IIM
92
INTECH Investment Management
Florida
$87.7M +$5.42M +63,480 +7%
CB
93
Commerce Bank
Missouri
$87.2M -$5.56M -65,131 -6%
EC
94
Eminence Capital
New York
$86.6M -$9.13M -106,885 -10%
Swedbank
95
Swedbank
Sweden
$84.7M +$2.6M +30,464 +3%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$83M -$7.69M -90,096 -8%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$82.4M -$8.43M -98,740 -9%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$80.8M -$32.7M -382,620 -29%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$78.9M -$11M -129,318 -12%
HCM
100
Hamlin Capital Management
New York
$76.6M +$76.6M +896,935 New
2 3
4
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