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Morgan Stanley
MS

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 %
ClearBridge Investments
126
ClearBridge Investments
New York
$61.9M 705,481 -72,189 -9%
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$61.6M 715,384 +5,140 +0.7%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$59.8M 681,066 +382,056 +128%
FMI
129
Factory Mutual Insurance
Massachusetts
$58.8M 670,050 -74,000 -10%
UB
130
UMB Bank
Missouri
$54.6M 621,414 -4,338 -0.7%
PAMS
131
Pictet Asset Management (Switzerland)
Switzerland
$54.2M 617,657 -1,585 -0.3%
Jane Street
132
Jane Street
New York
$53.9M 614,100 -147,291 -19%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$53.8M 612,883 – –
ASC
134
Atalanta Sosnoff Capital
New York
$53M 603,112 -16,788 -3%
AAMU
135
AEGON Asset Management (UK)
United Kingdom
$51.7M 590,626 -183,601 -24%
Axa
136
Axa
France
$51.6M 587,799 +88,522 +18%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$51.5M 587,170 -81,611 -12%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$49.8M 567,422 -1,127 -0.2%
ERSOT
139
Employees Retirement System of Texas
Texas
$49.5M 564,000 +130,000 +30%
ECU
140
Eisler Capital (UK)
United Kingdom
$49.4M 562,736 +562,736 New
WFMPM
141
Woodley Farra Manion Portfolio Management
Indiana
$49.3M 561,946 +10,308 +2%
TG
142
TCW Group
California
$49M 558,202 +20,090 +4%
GIA
143
Gateway Investment Advisers
Ohio
$48.8M 556,117 -45,192 -8%
SO
144
STRS Ohio
Ohio
$48.6M 553,543 +7,080 +1%
SEI Investments
145
SEI Investments
Pennsylvania
$48M 546,548 +129,071 +31%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$47.6M 541,889 +6,120 +1%
Asset Management One
147
Asset Management One
Japan
$47.5M 540,646 +740 +0.1%
EIP
148
Epoch Investment Partners
New York
$46.2M 525,710 -168,960 -24%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$45.2M 515,083 +8,932 +2%
TAM
150
Todd Asset Management
Kentucky
$44.6M 508,338 +454 +0.1%
4 5
6
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