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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
+$304M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$163M
3
Jane Street
Jane Street
New York
+$153M
4
Ameriprise
Ameriprise
Minnesota
+$133M
5
Goldman Sachs
Goldman Sachs
New York
+$132M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.63B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$652M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$372M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
176
State of Michigan Retirement System
Michigan
$30.6M -$51.2K -600 -0.2%
ASC
177
Atalanta Sosnoff Capital
New York
$30.3M -$21.2M -248,709 -41%
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$29.9M +$5.49M +64,314 +22%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$29.7M +$4.24M +49,695 +17%
HP
180
Hosking Partners
United Kingdom
$29M +$2.6M +30,435 +10%
Nomura Asset Management
181
Nomura Asset Management
Japan
$28.9M -$2.74M -32,033 -9%
DDPIC
182
Deroy & Devereaux Private Investment Counsel
Michigan
$28.7M +$232K +2,720 +0.8%
MAM
183
Madison Asset Management
Wisconsin
$28.2M -$1.99M -23,288 -7%
Millennium Management
184
Millennium Management
New York
$28.1M +$10.3M +121,171 +58%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$28.1M +$957K +11,206 +4%
MIM
186
MetLife Investment Management
New Jersey
$28.1M -$597K -6,993 -2%
MME
187
Meag Munich Ergo
Germany
$28M -$7.37M -86,250 -21%
AB
188
Amalgamated Bank
New York
$27.5M -$752K -8,810 -3%
Vontobel Holding
189
Vontobel Holding
Switzerland
$27M -$1.51M -17,649 -5%
GI
190
Gradient Investments
Minnesota
$26.6M +$17.3M +202,573 +185%
OIAM
191
OFI Invest Asset Management
France
$26.4M -$1.63B -19,121,642 -98%
CCM
192
Chilton Capital Management
Texas
$26.4M +$546K +6,392 +2%
Man Group
193
Man Group
United Kingdom
$26.3M +$26.3M +307,407 New
TPSF
194
Texas Permanent School Fund
Texas
$26M +$2.8M +32,749 +12%
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
$25.2M +$1.14M +13,355 +5%
ProShare Advisors
196
ProShare Advisors
Maryland
$25.1M +$389K +4,552 +2%
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
$25M -$41.9M -484,753 -63%
MLL
198
Moody Lynn & Lieberson
Massachusetts
$24.3M +$31K +363 +0.1%
Citadel Advisors
199
Citadel Advisors
Florida
$24.1M +$23.2M +271,367 +2,393%
Public Sector Pension Investment Board (PSP Investments)
200
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.9M -$1.62M -19,002 -6%
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