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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 %
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$25.9M 295,357 -6,987 -2%
ProShare Advisors
202
ProShare Advisors
Maryland
$25.4M 289,126 +30,138 +12%
Osaic Holdings
203
Osaic Holdings
Arizona
$25.2M 287,855 +14,511 +5%
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$25.1M 286,110 +21,054 +8%
MLL
205
Moody Lynn & Lieberson
Massachusetts
$24.9M 283,864 -16,532 -6%
KeyBank National Association
206
KeyBank National Association
Ohio
$24.7M 281,706 -4,688 -2%
Mirae Asset Global Investments
207
Mirae Asset Global Investments
South Korea
$24.7M 281,431 +48,572 +21%
BCAM
208
Boston Common Asset Management
Massachusetts
$23.9M 272,625 -2,639 -1%
BG
209
Bollard Group
Massachusetts
$23.9M 271,873 +1,958 +0.7%
TPSF
210
Texas Permanent School Fund
Texas
$23.9M 271,762 +84,921 +45%
CWM
211
CIBC World Markets
New York
$23.8M 271,624 -264,252 -49%
ACM
212
Argent Capital Management
Missouri
$23.7M 269,991 +344 +0.1%
FRAF
213
Första AP-fonden
Sweden
$23.6M 268,463 -63,400 -19%
BCP
214
Blue Chip Partners
Michigan
$23.2M 263,903 +350 +0.1%
MAA
215
Matrix Asset Advisors
New York
$23.1M 263,328 +1,508 +0.6%
ADEF
216
Adams Diversified Equity Fund
Maryland
$23M 261,869 – –
GF
217
Gabelli Funds
New York
$22.9M 260,645 -4,500 -2%
HIMC
218
Heritage Investors Management Corp
Maryland
$22.1M 252,060 +530 +0.2%
C
219
Certuity
Florida
$22.1M 251,791 -27,438 -10%
1832 Asset Management
220
1832 Asset Management
Ontario, Canada
$21.9M 249,455 -434,275 -64%
CIP
221
Chartwell Investment Partners
Pennsylvania
$21.8M 247,922 +15,315 +7%
D.E. Shaw & Co
222
D.E. Shaw & Co
New York
$21.6M 246,460 -384,205 -61%
BM
223
Bridger Management
New York
$21.5M 244,314 -97,900 -29%
II
224
IFM Investors
Australia
$21.2M 242,025 +4,043 +2%
GI
225
GAMCO Investors
Connecticut
$21.2M 241,597 -3,600 -1%
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