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Morgan Stanley
MS

Overview Fund Activity

1,672 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, 665 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,672
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.37%
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
665
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M

Top Buyers

1
BlackRock
BlackRock
New York
$7.74B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.4B
3
Jane Street
Jane Street
New York
$206M
4
Ameriprise
Ameriprise
Minnesota
$1.53B
5
Goldman Sachs
Goldman Sachs
New York
$950M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$26.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$92.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
126
Canoe Financial
Alberta, Canada
$58M -$2.58M -30,195 -4%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$58M -$16.3M -191,097 -22%
FMI
128
Factory Mutual Insurance
Massachusetts
$57.2M – – –
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.3M -$5.4M -63,195 -9%
Mariner
130
Mariner
Kansas
$54.6M +$27.7M +324,020 +103%
PAMS
131
Pictet Asset Management (Switzerland)
Switzerland
$53.4M +$696K +8,154 +1%
UB
132
UMB Bank
Missouri
$53M -$72.5K -849 -0.1%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$52.7M +$4.24M +49,611 +9%
SEI Investments
134
SEI Investments
Pennsylvania
$51.8M +$5.16M +60,366 +11%
KBC Group
135
KBC Group
Belgium
$51.6M -$27.7M -324,436 -35%
AAMU
136
AEGON Asset Management (UK)
United Kingdom
$50.4M – – –
WFMPM
137
Woodley Farra Manion Portfolio Management
Indiana
$48.9M +$878K +10,281 +2%
ERSOT
138
Employees Retirement System of Texas
Texas
$48.2M – – –
MIFH
139
Migdal Insurance & Financial Holdings
Israel
$47.7M -$2.4M -28,105 -5%
Aviva
140
Aviva
United Kingdom
$47.7M +$18M +211,275 +61%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$47.7M +$7.05M +81,772 +17%
GIA
142
Gateway Investment Advisers
Ohio
$47.5M +$42.8K +501 +0.1%
TG
143
TCW Group
California
$46.6M -$1.06M -12,369 -2%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$46.5M +$8.33M +97,529 +22%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$46.3M -$6.07M -71,097 -12%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$45.2M -$1.04M -12,225 -2%
Asset Management One
147
Asset Management One
Japan
$44.9M -$1.23M -14,368 -3%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$44.5M +$512K +6,001 +1%
Axa
149
Axa
France
$43.2M -$7.04M -82,494 -14%
RG
150
Rathbones Group
United Kingdom
$42.6M +$4.06M +47,567 +11%
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