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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
+$482M
2
Boston Partners
Boston Partners
Massachusetts
+$478M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$237M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$281M
4
BlackRock
BlackRock
New York
-$246M
5
State Street
State Street
Massachusetts
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
1651
CGC Financial Services
Oregon
$408 – – –
SOW
1652
State of Wyoming
Wyoming
$408 +$82 +1 +25%
DWA
1653
Delos Wealth Advisors
Texas
$256 – – –
SPWM
1654
Spartan Planning & Wealth Management
North Carolina
$163 +$163 +2 New
SJIM
1655
St. Johns Investment Management
Florida
$28 -$29 – –
Ninety One (UK)
1656
Ninety One (UK)
United Kingdom
– -$62.9M -736,247 Closed
FFM
1657
Fullerton Fund Management
Singapore
– -$23.5M -274,842 Closed
Cerity Partners
1658
Cerity Partners
New York
– -$18.3M -214,834 Closed
TC
1659
TwinBeech Capital
New York
– -$18M -211,150 Closed
Voloridge Investment Management
1660
Voloridge Investment Management
Florida
– -$16M -187,691 Closed
KWILP
1661
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$15.5M -181,556 Closed
AAF
1662
Andra AP-fonden
Sweden
– -$6.19M -72,511 Closed
Tudor Investment Corp
1663
Tudor Investment Corp
Connecticut
– -$5.39M -63,119 Closed
CS
1664
Clear Street
New York
– -$4.09M -47,900 Closed
IMC Chicago
1665
IMC Chicago
Illinois
– -$3.98M -46,660 Closed
VAS
1666
Vestmark Advisory Solutions
Massachusetts
– -$3.56M -41,654 Closed
V
1667
Veritable
Delaware
– -$3.53M -41,301 Closed
CI
1668
Carroll Investors
South Carolina
– -$3.46M -40,570 Closed
EGM
1669
Engineers Gate Manager
New York
– -$3.31M -38,779 Closed
CM
1670
Crestline Management
Texas
– -$2.56M -30,000 Closed
VF
1671
Virtu Financial
New York
– -$2.38M -27,866 Closed
PI
1672
PGGM Investments
Netherlands
– -$2M -23,418 Closed
OIM
1673
Opus Investment Management
Massachusetts
– -$1.79M -21,000 Closed
LIP
1674
Lighthouse Investment Partners
Florida
– -$1.78M -20,794 Closed
TCM
1675
Teza Capital Management
Illinois
– -$1.38M -16,109 Closed
65 66
67
68 69