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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 %
CS
151
Candriam SCA
Luxembourg
$43.3M 536,271 -124,815 -19%
LFRG
152
Lazard Frères Gestion
France
$43.1M 546,768 -7,376 -1%
CCMG
153
Clark Capital Management Group
Pennsylvania
$42.6M 484,638 +88,077 +22%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$41.4M 471,590 +115,886 +33%
Allianz Asset Management
155
Allianz Asset Management
Germany
$41.4M 471,163 -221,553 -32%
Bank of Nova Scotia
156
Bank of Nova Scotia
Ontario, Canada
$39.9M 454,993 -16,596 -4%
LCM
157
Laurion Capital Management
New York
$39.9M 454,511 +159,233 +54%
TAF
158
Tredje AP-fonden
Sweden
$39.8M 453,377 -121,158 -21%
RG
159
Rathbones Group
United Kingdom
$39.6M 451,081 +41,589 +10%
NA
160
NewEdge Advisors
Louisiana
$39.6M 451,199 -11,066 -2%
Royal London Asset Management
161
Royal London Asset Management
United Kingdom
$39.3M 447,457 +10,422 +2%
SEIA
162
Signature Estate & Investment Advisors
California
$38.8M 442,381 -16,716 -4%
Rafferty Asset Management
163
Rafferty Asset Management
New York
$38.7M 440,326 -67,359 -13%
PA
164
Pinnacle Associates
New York
$38.6M 439,530 -2,337 -0.5%
ZIG
165
Zurich Insurance Group
Switzerland
$36.6M 417,380 +417,380 New
MME
166
Meag Munich Ergo
Germany
$36.3M 413,978 -33,485 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
167
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$36M 410,100 -274,383 -40%
AIG
168
American International Group
New York
$35.8M 408,309 -1,796 -0.4%
NIG
169
NFJ Investment Group
Texas
$35.7M 406,170 -28,048 -6%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$35.6M 381,428 +16,438 +5%
FT
171
Fiduciary Trust
Massachusetts
$33.2M 377,802 -1,835 -0.5%
BPWM
172
Badgley Phelps Wealth Managers
Washington
$32.8M 373,272 +5,760 +2%
Nomura Asset Management
173
Nomura Asset Management
Japan
$32.6M 370,947 -9,527 -3%
BCM
174
Basswood Capital Management
New York
$32.4M 369,259 – –
Connor, Clark & Lunn Investment Management (CC&L)
175
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.1M 365,503 -55,965 -13%
5 6
7
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