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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
+$482M
2
Boston Partners
Boston Partners
Massachusetts
+$478M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$237M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$281M
4
BlackRock
BlackRock
New York
-$246M
5
State Street
State Street
Massachusetts
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
176
Bank of Nova Scotia
Ontario, Canada
$31.2M -$28.7M -351,789 -48%
FT
177
Fiduciary Trust
Massachusetts
$30.7M -$65.2K -798 -0.2%
Federated Hermes
178
Federated Hermes
Pennsylvania
$30.2M +$25.6M +313,403 +559%
BCM
179
Basswood Capital Management
New York
$30.2M – – –
AM
180
AGF Management
Ontario, Canada
$29.6M -$45K -551 -0.2%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$29.5M +$853K +10,444 +3%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$29.3M -$1.38M -15,135 -4%
OAM
183
Oppenheimer Asset Management
New York
$29M -$411K -5,028 -1%
ASRS
184
Arizona State Retirement System
Arizona
$29M -$325K -3,982 -1%
MAM
185
Madison Asset Management
Wisconsin
$28.9M +$1.86M +22,824 +7%
SOMRS
186
State of Michigan Retirement System
Michigan
$28.6M -$694K -8,500 -2%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$28.3M +$1.42M +17,378 +5%
ASC
188
Atalanta Sosnoff Capital
New York
$28.2M -$699K -8,562 -2%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$28.2M -$230K -2,822 -0.8%
Nomura Asset Management
190
Nomura Asset Management
Japan
$28M +$289K +3,535 +1%
Comerica Bank
191
Comerica Bank
Texas
$27.4M +$14.2M +174,298 +108%
DDPIC
192
Deroy & Devereaux Private Investment Counsel
Michigan
$27.3M -$167K -2,050 -0.6%
KHCM
193
Kettle Hill Capital Management
New York
$27.3M +$6.84M +83,732 +34%
HF
194
HRT Financial
New York
$27.1M +$27.1M +331,539 New
GI
195
Gradient Investments
Minnesota
$26.2M +$683K +8,358 +3%
ADEF
196
Adams Diversified Equity Fund
Maryland
$26.1M +$4.74M +58,000 +22%
AB
197
Amalgamated Bank
New York
$25.7M -$560K -6,852 -2%
Connor, Clark & Lunn Investment Management (CC&L)
198
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.7M +$19.5M +238,791 +317%
MIM
199
MetLife Investment Management
New Jersey
$25.7M -$1.19M -14,537 -4%
CCM
200
Chilton Capital Management
Texas
$25.3M +$21.3K +261 +0.1%
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