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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.

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 %
LSV Asset Management
76
LSV Asset Management
Illinois
$116M -$93.1M -1,139,528 -44%
Prudential Financial
77
Prudential Financial
New Jersey
$114M +$4.75M +58,214 +4%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$112M -$5.75M -70,456 -5%
Stifel Financial
79
Stifel Financial
Missouri
$110M +$4.69M +57,471 +4%
HCM
80
Hamlin Capital Management
New York
$108M +$35.1M +430,156 +48%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$107M -$49.5M -605,633 -32%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$104M -$4.62M -56,511 -4%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$104M -$2.4M -29,400 -2%
EWM
84
Evercore Wealth Management
New York
$100M -$5.61M -68,742 -5%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$98.6M +$2.17M +26,623 +2%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$98.5M +$14M +171,412 +17%
Capital Fund Management (CFM)
87
Capital Fund Management (CFM)
France
$98.4M +$81.5M +997,658 +481%
Canada Life
88
Canada Life
Manitoba, Canada
$95M -$1.64M -20,119 -2%
Mitsubishi UFJ Asset Management
89
Mitsubishi UFJ Asset Management
Japan
$93.2M +$5.65M +69,230 +6%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$91.4M -$3.19M -39,031 -3%
Aberdeen Group
91
Aberdeen Group
United Kingdom
$90.6M +$4.32M +52,847 +5%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$89.8M -$2.47M -30,298 -3%
Truist Financial
93
Truist Financial
North Carolina
$89.5M +$4.64M +56,757 +5%
DLA
94
Douglas Lane & Associates
New York
$85.6M -$365K -4,465 -0.4%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$85.6M +$85.3M +1,044,675 +29,645%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$85.2M +$9.86M +121,017 +13%
Artisan Partners
97
Artisan Partners
Wisconsin
$84.6M +$189K +2,319 +0.2%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$84.2M +$15.5M +189,938 +23%
CB
99
Commerce Bank
Missouri
$82.1M -$1.38M -16,912 -2%
EC
100
Eminence Capital
New York
$80.5M -$2.32M -28,467 -3%
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4
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