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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 %
OQS
1676
Occudo Quantitative Strategies
Florida
– – -42,235 Closed
JWM
1677
Jackson Wealth Management
Florida
– – -40,098 Closed
OCA
1678
Otter Creek Advisors
Florida
– – -35,000 Closed
TGAM
1679
TBH Global Asset Management
Tennessee
– – -34,103 Closed
RL
1680
RPO LLC
Connecticut
– – -32,900 Closed
CSS
1681
Cubist Systematic Strategies
Connecticut
– – -29,242 Closed
HT
1682
HAP Trading
New York
– – -25,765 Closed
AIM
1683
Aigen Investment Management
New York
– – -23,540 Closed
PSC
1684
Portman Square Capital
United Kingdom
– – -21,082 Closed
PF
1685
Phoenix Financial
Israel
– – -18,141 Closed
RIM
1686
Redwood Investment Management
Arizona
– – -17,367 Closed
SCM
1687
Saba Capital Management
New York
– – -16,594 Closed
CMTU
1688
Capital Markets Trading (UK)
United Kingdom
– – -15,928 Closed
ZCM
1689
Zenyatta Capital Management
Delaware
– – -15,000 Closed
Boston Partners
1690
Boston Partners
Massachusetts
– – -13,890 Closed
CCA
1691
Childress Capital Advisors
Texas
– – -10,692 Closed
QCM
1692
Qsemble Capital Management
New York
– – -9,700 Closed
WPW
1693
Warther Private Wealth
Ohio
– – -9,355 Closed
NG
1694
NWK Group
California
– – -9,348 Closed
SG
1695
StoneX Group
New York
– – -9,316 Closed
SCI
1696
Stableford Capital II
Arizona
– – -9,109 Closed
OWA
1697
Outlook Wealth Advisors
Texas
– – -8,964 Closed
DC
1698
Diametric Capital
Massachusetts
– – -8,406 Closed
CG
1699
Cutler Group
California
– – -8,120 Closed
WIC
1700
Woodmont Investment Counsel
Tennessee
– – -8,104 Closed
66 67
68
69 70