Morgan Stanley
1,669 hedge funds and large institutions have $125B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 647 increasing their positions, 651 reducing their positions, and 120 closing their positions.
22% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 120
1.47% more ownership
Funds ownership: 83.61% → 85.09% (+1.5%)
4% more call options, than puts
Call options by funds: $2.96B | Put options by funds: $2.83B
4% more capital invested
Capital invested by funds: $120B → $125B (+$4.77B)
0% less funds holding
Funds holding: 1,677 → 1,669 (-8)
1% less repeat investments, than reductions
Existing positions increased: 647 | Existing positions reduced: 651
9% less funds holding in top 10
Funds holding in top 10: 33 → 30 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.15B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$445M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$263M |
| 4 |
JP Morgan Chase
New York
|
+$255M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$458M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$230M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$214M |
| 4 |
BlackRock
New York
|
-$208M |
| 5 |
Barclays
London,
United Kingdom
|
-$186M |
MS Hedge Fund Activity: Q1 2023 in Review
1,669 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2023, worth a combined $125B — up 4% from $120B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new MS positions and 120 closed out — a net gain of 26 holders — while 647 added to existing stakes and 651 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.15B. The largest seller was State Street, cutting an estimated $458M.
- 1,669 institutional investors held Morgan Stanley (MS) as of Q1 2023, down from 1,677 in Q4 2022.
- Funds reported $125B of Morgan Stanley stock for Q1 2023, up 4% quarter-over-quarter.
- 146 funds opened new Morgan Stanley positions in Q1 2023 and 120 closed out, a net change of +26 holders.
- The largest Morgan Stanley buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.15B added.
- The largest Morgan Stanley seller in Q1 2023 was State Street, an estimated $458M sold.
Based on aggregated 13F filings for Q1 2023.