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Morgan Stanley
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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 %
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$82.5M 939,944 +110,043 +13%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$82.4M 938,229 +97,798 +12%
KBC Group
103
KBC Group
Belgium
$81.6M 929,224 -200,608 -18%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$76.7M 873,499 +614,918 +238%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$76.4M 870,329 -608,123 -41%
LPL Financial
106
LPL Financial
California
$76.3M 869,498 +48,987 +6%
HighTower Advisors
107
HighTower Advisors
Illinois
$76.1M 886,521 +53,768 +6%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$73.4M 836,663 -358,973 -30%
DnB Asset Management
109
DnB Asset Management
Norway
$72.3M 823,825 +62,420 +8%
Aristotle Capital Management
110
Aristotle Capital Management
California
$72M 820,000 -3,320 -0.4%
RC
111
RBF Capital
California
$71.2M 810,432 -5,298 -0.6%
Ninety One (UK)
112
Ninety One (UK)
United Kingdom
$70.8M 805,898 +225,767 +39%
ATN
113
AMF Tjänstepension
Sweden
$68.5M 779,379 -40,729 -5%
Mackenzie Financial
114
Mackenzie Financial
Ontario, Canada
$68M 774,275 -59,211 -7%
Calamos Advisors
115
Calamos Advisors
Illinois
$67.2M 765,912 -79,800 -9%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$67.1M 763,887 +1,057 +0.1%
AIA
117
Avalon Investment & Advisory
Texas
$66.9M 761,727 -22,927 -3%
Pzena Investment Management
118
Pzena Investment Management
New York
$66.2M 754,456 -4,202 -0.6%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$65.5M 746,409 -9,341 -1%
M&T Bank
120
M&T Bank
New York
$64.9M 738,738 -17,341 -2%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.4M 722,614 -278,693 -28%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$63.3M 720,517 -2,891 -0.4%
FWCM
123
Ferguson Wellman Capital Management
Oregon
$62.9M 716,455 -199,163 -22%
US Bancorp
124
US Bancorp
Minnesota
$62.5M 711,623 +31,754 +5%
CF
125
Canoe Financial
Alberta, Canada
$62.3M 709,275 +709,275 New
3 4
5
6 7