Morgan Stanley
1,663 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, 671 increasing their positions, 624 reducing their positions, and 118 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
8% more repeat investments, than reductions
Existing positions increased: 671 | Existing positions reduced: 624
3% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 118
3% more call options, than puts
Call options by funds: $2.92B | Put options by funds: $2.83B
0.07% more ownership
Funds ownership: 83.17% → 83.24% (+0.07%)
1% less funds holding
Funds holding: 1,682 → 1,663 (-19)
5% less capital invested
Capital invested by funds: $119B → $113B (-$5.94B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$513M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$512M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$356M |
| 4 |
JP Morgan Chase
New York
|
+$252M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$238M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.37B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$398M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$299M |
| 4 |
BlackRock
New York
|
-$261M |
| 5 |
State Street
Boston,
Massachusetts
|
-$237M |
MS Hedge Fund Activity: Q3 2023 in Review
1,663 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2023, worth a combined $113B — down 5% from $119B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new MS positions and 118 closed out — a net gain of 4 holders — while 671 added to existing stakes and 624 trimmed.
The largest buyer was DZ Bank, adding an estimated $513M. The largest seller was Capital World Investors, cutting an estimated $1.37B.
- 1,663 institutional investors held Morgan Stanley (MS) as of Q3 2023, down from 1,682 in Q2 2023.
- Funds reported $113B of Morgan Stanley stock for Q3 2023, down 5% quarter-over-quarter.
- 122 funds opened new Morgan Stanley positions in Q3 2023 and 118 closed out, a net change of +4 holders.
- The largest Morgan Stanley buyer in Q3 2023 was DZ Bank, an estimated $513M added.
- The largest Morgan Stanley seller in Q3 2023 was Capital World Investors, an estimated $1.37B sold.
Based on aggregated 13F filings for Q3 2023.