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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 %
SOMRS
176
State of Michigan Retirement System
Michigan
$31.5M 358,826 +500 +0.1%
CI
177
Conning Inc
Connecticut
$31.4M 358,685 -12,490 -3%
Arrowstreet Capital
178
Arrowstreet Capital
Massachusetts
$31.2M 355,194 +241,750 +213%
MAM
179
Madison Asset Management
Wisconsin
$31.1M 353,884 -4,322 -1%
BBVA
180
Banco Bilbao Vizcaya Argentaria
Spain
$31.1M 354,881 +30,107 +9%
Aviva
181
Aviva
United Kingdom
$30.5M 347,610 -47,021 -12%
ASRS
182
Arizona State Retirement System
Arizona
$30.4M 346,105 -4,735 -1%
OAM
183
Oppenheimer Asset Management
New York
$30.2M 344,140 +748 +0.2%
Voloridge Investment Management
184
Voloridge Investment Management
Florida
$29.8M 339,441 +197,506 +139%
MIM
185
MetLife Investment Management
New Jersey
$29.5M 335,654 -6,877 -2%
Vontobel Holding
186
Vontobel Holding
Switzerland
$29.3M 333,559 -19,217 -5%
DDPIC
187
Deroy & Devereaux Private Investment Counsel
Michigan
$29.2M 333,075 -3,183 -0.9%
WBC
188
Westpac Banking Corp
Australia
$29M 330,818 +179,743 +119%
AB
189
Amalgamated Bank
New York
$29M 330,723 -5,091 -2%
PR
190
Payden & Rygel
California
$28.8M 328,200 +55,300 +20%
Man Group
191
Man Group
United Kingdom
– – -195,533 Closed
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$27.9M 317,527 -19,734 -6%
Mariner
193
Mariner
Kansas
$27.7M 315,701 -19,454 -6%
HP
194
Hosking Partners
United Kingdom
$27.2M 309,288 -62,599 -17%
MIH
195
Meitav Investment House
Israel
$26.7M 310,400 +310,400 New
CCM
196
Chilton Capital Management
Texas
$26.6M 303,008 +6,843 +2%
BSA
197
Braun Stacey Associates
New York
$26.6M 302,772 +238,216 +369%
CM
198
Capula Management
Cayman Islands
$26.5M 302,212 +298,575 +8,209%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.3M 299,355 -3,023 -1%
RJFSA
200
Raymond James Financial Services Advisors
Florida
$26.2M 298,225 +52,447 +21%
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