Morgan Stanley
1,682 hedge funds and large institutions have $119B invested in Morgan Stanley in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 643 increasing their positions, 669 reducing their positions, and 102 closing their positions.
24% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 102
6% more call options, than puts
Call options by funds: $2.71B | Put options by funds: $2.55B
1% more funds holding
Funds holding: 1,668 → 1,682 (+14)
4% less repeat investments, than reductions
Existing positions increased: 643 | Existing positions reduced: 669
5% less capital invested
Capital invested by funds: $125B → $119B (-$5.94B)
1.92% less ownership
Funds ownership: 85.09% → 83.17% (-1.9%)
30% less funds holding in top 10
Funds holding in top 10: 30 → 21 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$305M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$163M |
| 3 |
Jane Street
New York
|
+$154M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$134M |
| 5 |
Goldman Sachs
New York
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$1.64B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$910M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$653M |
| 4 |
Eagle Capital Management (New York)
New York
|
-$372M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$215M |
MS Hedge Fund Activity: Q2 2023 in Review
1,682 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2023, worth a combined $119B — down 4.8% from $125B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new MS positions and 102 closed out — a net gain of 24 holders — while 643 added to existing stakes and 669 trimmed.
The largest buyer was BlackRock, adding an estimated $305M. The largest seller was OFI Invest Asset Management, cutting an estimated $1.64B.
- 1,682 institutional investors held Morgan Stanley (MS) as of Q2 2023, up from 1,668 in Q1 2023.
- Funds reported $119B of Morgan Stanley stock for Q2 2023, down 4.8% quarter-over-quarter.
- 126 funds opened new Morgan Stanley positions in Q2 2023 and 102 closed out, a net change of +24 holders.
- The largest Morgan Stanley buyer in Q2 2023 was BlackRock, an estimated $305M added.
- The largest Morgan Stanley seller in Q2 2023 was OFI Invest Asset Management, an estimated $1.64B sold.
Based on aggregated 13F filings for Q2 2023.