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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 %
KeyBank National Association
201
KeyBank National Association
Ohio
$23.7M -$385K -4,503 -2%
FFM
202
Fullerton Fund Management
Singapore
$23.5M +$23.5M +274,842 New
Osaic Holdings
203
Osaic Holdings
Arizona
$23.4M -$1.14M -13,335 -5%
BG
204
Bollard Group
Massachusetts
$23.4M +$170K +1,995 +0.7%
MAA
205
Matrix Asset Advisors
New York
$23.1M +$631K +7,386 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
206
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.8M -$12.3M -143,600 -35%
CWM
207
CIBC World Markets
New York
$22.7M -$508K -5,945 -2%
ACM
208
Argent Capital Management
Missouri
$22.7M -$398K -4,656 -2%
BCP
209
Blue Chip Partners
Michigan
$22.6M +$107K +1,254 +0.5%
ADEF
210
Adams Diversified Equity Fund
Maryland
$22.4M – – –
FRAF
211
Första AP-fonden
Sweden
$22.2M -$700K -8,200 -3%
GF
212
Gabelli Funds
New York
$22.1M -$190K -2,219 -0.9%
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
$21.9M +$839K +9,823 +4%
HIMC
214
Heritage Investors Management Corp
Maryland
$21.8M +$303K +3,546 +1%
C
215
Certuity
Florida
$21.5M +$6.75K +79 +0%
II
216
IFM Investors
Australia
$21.4M +$742K +8,694 +4%
WHGC
217
Wealth High Governance Capital
Brazil
$21.4M +$21.4M +250,000 New
KHCM
218
Kettle Hill Capital Management
New York
$21.3M +$21.3M +249,946 New
HPG
219
Harvest Portfolios Group
Ontario, Canada
$21.2M +$1.16M +13,598 +6%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.1M +$1.03M +12,029 +5%
MCM
221
Maple Capital Management
Vermont
$21.1M +$480K +5,617 +2%
Teacher Retirement System of Texas
222
Teacher Retirement System of Texas
Texas
$21M -$4.25M -49,773 -17%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$20.9M +$7.34M +85,941 +54%
MIH
224
Meitav Investment House
Israel
$20.1M -$6.41M -75,000 -24%
BIAS
225
Beacon Investment Advisory Services
New Jersey
$20.1M +$196K +2,297 +1%
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