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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 %
Swedbank
101
Swedbank
Sweden
$80.5M -$479K -5,867 -0.6%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$78.7M -$619K -7,584 -0.8%
Victory Capital Management
103
Victory Capital Management
Texas
$75.4M -$12.7M -154,913 -14%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$74.4M -$4.38M -53,684 -6%
LPL Financial
105
LPL Financial
California
$74.3M +$3.39M +41,529 +5%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$70.8M -$6.44M -78,855 -8%
ClearBridge Investments
107
ClearBridge Investments
New York
$70.3M +$11.5M +141,195 +20%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$69.8M +$25.3M +314,507 +57%
Aristotle Capital Management
109
Aristotle Capital Management
California
$67M – – –
RC
110
RBF Capital
California
$66.2M -$5.72M -70,000 -8%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$64.1M -$28M -342,833 -30%
US Bancorp
112
US Bancorp
Minnesota
$61.9M +$2.29M +27,996 +4%
Calamos Advisors
113
Calamos Advisors
Illinois
$61.3M -$2.06M -25,265 -3%
Pzena Investment Management
114
Pzena Investment Management
New York
$61.2M -$77.6K -950 -0.1%
UM
115
UniSuper Management
Australia
$60.1M -$453K -5,545 -0.7%
DnB Asset Management
116
DnB Asset Management
Norway
$59.3M -$7.22M -88,385 -11%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$59.1M +$434K +5,269 +0.7%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$59M -$2.61M -32,017 -4%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$58.1M -$2.5M -30,594 -4%
FWCM
120
Ferguson Wellman Capital Management
Oregon
$57.3M -$1.03M -12,619 -2%
M&T Bank
121
M&T Bank
New York
$57.1M -$2.9M -35,536 -5%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$56.2M -$2.03M -24,841 -3%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$55.7M -$129K -1,584 -0.2%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$55.7M -$12.8M -157,173 -19%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$55.4M -$67.6K -828 -0.1%
3 4
5
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