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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
$488M
2
Boston Partners
Boston Partners
Massachusetts
$478M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.92B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.31B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$586M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.92B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.68B
4
BlackRock
BlackRock
New York
$7.16B
5
State Street
State Street
Massachusetts
$9.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
151
Candriam SCA
Luxembourg
$40.8M +$3.17M +38,814 +8%
SEIA
152
Signature Estate & Investment Advisors
California
$40.5M +$1.99M +24,369 +5%
LFRG
153
Lazard Frères Gestion
France
$40.1M +$119K +1,510 +0.3%
SO
154
STRS Ohio
Ohio
$40.1M -$548K -6,706 -1%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$39.4M -$11M -134,143 -22%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$39.1M -$3.49M -42,737 -8%
PA
157
Pinnacle Associates
New York
$39M +$1.19M +14,552 +3%
MIFH
158
Migdal Insurance & Financial Holdings
Israel
$37.6M -$8.03M -98,274 -18%
EIP
159
Epoch Investment Partners
New York
$36.7M -$1.94M -23,699 -5%
TG
160
TCW Group
California
$36.7M -$7.86M -96,220 -18%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$36.7M +$1.19M +14,521 +3%
BBVA
162
Banco Bilbao Vizcaya Argentaria
Spain
$36.4M +$3.71M +45,682 +11%
NA
163
NewEdge Advisors
Louisiana
$36M -$623K -7,623 -2%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$35.7M -$31.8M -389,617 -47%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35.5M +$27.4M +335,000 +335%
Rafferty Asset Management
166
Rafferty Asset Management
New York
$35M +$829K +10,156 +2%
TAM
167
Todd Asset Management
Kentucky
$34.3M -$48.9K -599 -0.1%
CAI
168
Capital Advisors Inc
Oklahoma
$33.6M +$33.2M +406,845 +8,207%
HP
169
Hosking Partners
United Kingdom
$33.3M +$5.59M +68,463 +20%
ATN
170
AMF Tjänstepension
Sweden
$32.8M -$27.6M -337,634 -46%
Osaic Holdings
171
Osaic Holdings
Arizona
$32.3M +$9.85M +120,545 +44%
CI
172
Conning Inc
Connecticut
$32.1M -$473K -5,796 -1%
AIG
173
American International Group
New York
$31.7M -$1.6M -19,635 -5%
BPWM
174
Badgley Phelps Wealth Managers
Washington
$31.6M +$650K +7,962 +2%
Allianz Asset Management
175
Allianz Asset Management
Germany
$31.5M -$271K -3,321 -0.9%
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