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Morgan Stanley
MS

Overview Fund Activity

1,653 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, 621 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
-19
Holders Change %
-1.14%
% of All Funds
26.36%
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
621
Closed
118
Calls
$2.92B
Puts
$2.83B
Net Calls
+$91.6M
Net Calls Change
-$73M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$488M
2
Boston Partners
Boston Partners
Massachusetts
$478M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.92B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.31B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$586M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.92B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.68B
4
BlackRock
BlackRock
New York
$7.16B
5
State Street
State Street
Massachusetts
$9.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
126
Robeco Institutional Asset Management
Netherlands
$55.2M -$14.3M -175,338 -21%
FMI
127
Factory Mutual Insurance
Massachusetts
$54.7M – – –
Mariner
128
Mariner
Kansas
$53.5M +$1.28M +15,701 +2%
Pictet Asset Management
129
Pictet Asset Management
Switzerland
$52.9M +$52.9M +647,621 New
HighTower Advisors
130
HighTower Advisors
Illinois
$52.7M -$7.03M -89,412 -12%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.8M -$4.07M -49,802 -8%
CF
132
Canoe Financial
Alberta, Canada
$49.2M -$26.1M -235,429 -35%
KBC Group
133
KBC Group
Belgium
$48.4M -$1.01M -12,404 -2%
WFMPM
134
Woodley Farra Manion Portfolio Management
Indiana
$47.9M +$1.15M +14,047 +2%
UB
135
UMB Bank
Missouri
$47.9M -$2.8M -34,320 -6%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$47.6M +$3.1M +37,889 +7%
SEI Investments
137
SEI Investments
Pennsylvania
$47.4M -$2.13M -26,087 -4%
CCMG
138
Clark Capital Management Group
Pennsylvania
$47.3M +$6.69M +81,866 +16%
Aviva
139
Aviva
United Kingdom
$47.2M +$1.56M +19,111 +3%
Select Equity Group
140
Select Equity Group
New York
$46.2M +$46.2M +565,262 New
ERSOT
141
Employees Retirement System of Texas
Texas
$46.1M – – –
Axa
142
Axa
France
$44.6M +$3.32M +40,701 +8%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$44.2M – – –
Asset Management One
144
Asset Management One
Japan
$44M +$1.05M +12,897 +2%
RG
145
Rathbones Group
United Kingdom
$43.9M +$3.21M +39,348 +8%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$43.6M +$389K +4,760 +0.9%
GIA
147
Gateway Investment Advisers
Ohio
$43.4M -$2.1M -25,749 -5%
ECU
148
Eisler Capital (UK)
United Kingdom
$43.3M +$40.2M +491,681 +1,257%
CWM
149
CIBC World Markets
New York
$41.6M +$19.9M +243,235 +92%
IIM
150
INTECH Investment Management
Florida
$41M -$42.9M -525,217 -51%
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