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Morgan Stanley
MS

Overview Fund Activity

1,672 hedge funds and large institutions have $119B invested in Morgan Stanley in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 639 increasing their positions, 665 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,672
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.37%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.33%
New
125
Increased
639
Reduced
665
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M

Top Buyers

1
BlackRock
BlackRock
New York
$7.74B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.4B
3
Jane Street
Jane Street
New York
$206M
4
Ameriprise
Ameriprise
Minnesota
$1.53B
5
Goldman Sachs
Goldman Sachs
New York
$950M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$26.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$92.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
151
STRS Ohio
Ohio
$42.5M -$4.77M -55,852 -10%
CCMG
152
Clark Capital Management Group
Pennsylvania
$42.5M +$1.11M +13,032 +3%
LFRG
153
Lazard Frères Gestion
France
$41.1M -$3.05M -37,837 -7%
EIP
154
Epoch Investment Partners
New York
$40.4M -$4.47M -52,336 -10%
SEIA
155
Signature Estate & Investment Advisors
California
$40.2M +$2.44M +28,627 +6%
DILIC
156
Dai-ichi Life Insurance Company
Japan
$39.7M +$28.8M +337,791 +265%
PA
157
Pinnacle Associates
New York
$39.5M +$1.97M +23,029 +5%
CS
158
Candriam SCA
Luxembourg
$39.4M -$6.43M -75,273 -14%
NA
159
NewEdge Advisors
Louisiana
$38.3M -$269K -3,147 -0.7%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$37.1M +$2.63M +30,808 +8%
TAM
161
Todd Asset Management
Kentucky
$35.9M -$7.48M -87,593 -17%
Rafferty Asset Management
162
Rafferty Asset Management
New York
$35.7M -$1.91M -22,367 -5%
AIG
163
American International Group
New York
$34.8M -$29.8K -349 -0.1%
BBVA
164
Banco Bilbao Vizcaya Argentaria
Spain
$34.4M +$4.05M +47,357 +13%
CI
165
Conning Inc
Connecticut
$34M +$3.45M +40,461 +11%
NIG
166
NFJ Investment Group
Texas
$33.8M -$890K -10,417 -3%
Allianz Asset Management
167
Allianz Asset Management
Germany
$33.3M -$6.96M -81,538 -17%
ZIG
168
Zurich Insurance Group
Switzerland
$32.5M -$3.12M -36,485 -9%
BPWM
169
Badgley Phelps Wealth Managers
Washington
$32.4M +$506K +5,921 +2%
FT
170
Fiduciary Trust
Massachusetts
$32.2M -$65.2K -763 -0.2%
BCM
171
Basswood Capital Management
New York
$31.5M – – –
TWC
172
TD Waterhouse Canada
Ontario, Canada
$31.4M -$4.08M -43,891 -12%
AM
173
AGF Management
Ontario, Canada
$31M +$16.4M +192,265 +112%
OAM
174
Oppenheimer Asset Management
New York
$30.8M +$1.4M +16,384 +5%
ASRS
175
Arizona State Retirement System
Arizona
$30.6M +$1.06M +12,424 +4%
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