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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 %
LPL Financial
101
LPL Financial
California
$74.1M -$132K -1,547 -0.2%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$72.7M -$7.61M -89,058 -9%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$72.5M +$55.8M +653,496 +335%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$71.8M -$18.5M -216,420 -20%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$71.6M -$14.9M -174,690 -17%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$70.6M -$9.56M -111,966 -12%
Aristotle Capital Management
107
Aristotle Capital Management
California
$70M – – –
DnB Asset Management
108
DnB Asset Management
Norway
$69.6M -$750K -8,778 -1%
RC
109
RBF Capital
California
$69.5M +$5.53M +70,000 +9%
Calamos Advisors
110
Calamos Advisors
Illinois
$66.3M +$860K +10,069 +1%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$64.4M -$825K -9,662 -1%
Pzena Investment Management
112
Pzena Investment Management
New York
$64.1M -$364K -4,260 -0.6%
UM
113
UniSuper Management
Australia
$63.3M +$63.3M +741,745 New
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$63.3M -$417K -4,888 -0.7%
ATN
115
AMF Tjänstepension
Sweden
$63.2M -$3.44M -40,270 -5%
HighTower Advisors
116
HighTower Advisors
Illinois
$63.1M -$10.6M -127,404 -14%
Ninety One (UK)
117
Ninety One (UK)
United Kingdom
$62.9M -$5.95M -69,651 -9%
M&T Bank
118
M&T Bank
New York
$62.7M -$342K -4,001 -0.5%
Bank of Nova Scotia
119
Bank of Nova Scotia
Ontario, Canada
$62.7M +$23.8M +278,953 +61%
US Bancorp
120
US Bancorp
Minnesota
$62.3M +$1.56M +18,319 +3%
ClearBridge Investments
121
ClearBridge Investments
New York
$61.4M +$1.15M +13,499 +2%
FWCM
122
Ferguson Wellman Capital Management
Oregon
$61M -$214K -2,501 -0.3%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$61M -$216K -2,525 -0.4%
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$60.9M -$675K -7,901 -1%
CIBC World Market
125
CIBC World Market
Ontario, Canada
$58.4M +$261K +3,059 +0.4%
3 4
5
6 7