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Morgan Stanley Direct Lending Fund

20 hedge funds and large institutions have $303M invested in Morgan Stanley Direct Lending Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+20
Holders Change %
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$210M +$210M +9,727,311 New
C
2
Cliffwater
California
$47M +$47M +2,182,590 New
VanEck Associates
3
VanEck Associates
New York
$33M +$33M +1,530,076 New
Citadel Advisors
4
Citadel Advisors
Florida
$4.82M +$4.82M +223,818 New
MIM
5
Monashee Investment Management
Massachusetts
$1.56M +$1.56M +72,212 New
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$1.35M +$1.35M +62,641 New
UBS Group
7
UBS Group
Switzerland
$1.03M +$1.03M +47,598 New
Capstone Investment Advisors
8
Capstone Investment Advisors
New York
$647K +$647K +30,000 New
Stifel Financial
9
Stifel Financial
Missouri
$647K +$647K +30,000 New
RJA
10
Raymond James & Associates
Florida
$572K +$572K +26,560 New
PCM
11
Penserra Capital Management
California
$441K +$441K +20,496 New
KWA
12
Kingswood Wealth Advisors
California
$402K +$402K +18,637 New
HighTower Advisors
13
HighTower Advisors
Illinois
$323K +$323K +15,000 New
PD
14
Point72 (DIFC)
United Arab Emirates
$307K +$307K +14,268 New
VF
15
Virtu Financial
New York
$223K +$223K +10,363 New
QC
16
Quadrature Capital
United Kingdom
$223K +$223K +10,334 New
Wells Fargo
17
Wells Fargo
California
$220K +$220K +10,200 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$83K +$83K +3,846 New
TRCT
19
Tower Research Capital (TRC)
New York
$27.9K +$27.9K +1,294 New
Comerica Bank
20
Comerica Bank
Texas
$21.6K +$21.6K +1,000 New