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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 %
Vontobel Holding
201
Vontobel Holding
Switzerland
$25.1M -$707K -8,662 -3%
TPSF
202
Texas Permanent School Fund
Texas
$23.9M -$965K -11,818 -4%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.9M +$990K +12,127 +4%
OIAM
204
OFI Invest Asset Management
France
$23.8M -$29.5K -383 -0.1%
MIH
205
Meitav Investment House
Israel
$23.6M +$4.15M +50,144 +21%
Teacher Retirement System of Texas
206
Teacher Retirement System of Texas
Texas
$23.5M +$3.42M +41,876 +17%
MLL
207
Moody Lynn & Lieberson
Massachusetts
$23.2M +$14.2K +174 +0.1%
ProShare Advisors
208
ProShare Advisors
Maryland
$22.9M -$1.04M -12,711 -4%
NIG
209
NFJ Investment Group
Texas
$22.7M -$9.63M -117,959 -30%
KeyBank National Association
210
KeyBank National Association
Ohio
$22.2M -$410K -5,015 -2%
MAA
211
Matrix Asset Advisors
New York
$22.2M +$110K +1,343 +0.5%
MMA
212
Mizuho Markets Americas
New York
$22M +$22M +269,470 New
BCP
213
Blue Chip Partners
Michigan
$21.9M +$203K +2,489 +0.9%
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$21.6M -$941K -12,056 -4%
BG
215
Bollard Group
Massachusetts
$21.6M -$752K -9,212 -3%
Skandinaviska Enskilda Banken (SEB)
216
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.4M +$1.22M +14,886 +6%
GF
217
Gabelli Funds
New York
$21.1M +$42.9K +525 +0.2%
FRAF
218
Första AP-fonden
Sweden
$21.1M -$114K -1,400 -0.5%
II
219
IFM Investors
Australia
$21.1M +$612K +7,488 +3%
HIMC
220
Heritage Investors Management Corp
Maryland
$21.1M +$193K +2,359 +0.9%
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$21.1M -$3.01M -36,912 -13%
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21M +$2.4M +29,342 +13%
HPG
223
Harvest Portfolios Group
Ontario, Canada
$20.8M +$434K +5,309 +2%
EAM
224
Erste Asset Management
Austria
$20.5M +$9.76M +119,074 +91%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$20.3M +$4.68M +57,292 +30%
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