Morgan Stanley Institutional Investment Advisors 13F annual report
Morgan Stanley Institutional Investment Advisors is an investment fund managing more than $312 billion ran by Scott Mcintosh. There are currently 2 companies in Mr. Mcintosh’s portfolio. The largest investments include Enbridge Inc and Southwestern, together worth $312 billion.
$312 billion Assets Under Management (AUM)
As of 5th August 2024, Morgan Stanley Institutional Investment Advisors’s top holding is 8,640,723 shares of Enbridge Inc currently worth over $308 billion and making up 98.5% of the portfolio value.
Relative to the number of outstanding shares of Enbridge Inc, Morgan Stanley Institutional Investment Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 710,546 shares of Southwestern worth $4.78 billion, whose value fell 5.5% in the past six months.
Currently, Morgan Stanley Institutional Investment Advisors's portfolio is worth at least $312 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Morgan Stanley Institutional Investment Advisors
The Morgan Stanley Institutional Investment Advisors office and employees reside in Greenwood Village, Colorado. According to the last 13-F report filed with the SEC, Scott Mcintosh serves as the Executive Director at Morgan Stanley Institutional Investment Advisors.
Recent trades
In the most recent 13F filing, Morgan Stanley Institutional Investment Advisors revealed that it had opened a new position in Enbridge Inc and bought 8,640,723 shares worth $308 billion.
One of the smaller hedge funds
The two most similar investment funds to Morgan Stanley Institutional Investment Advisors are Keystone Wealth Services and Scott Capital Advisors. They manage $312 billion and $312 billion respectively.
Scott Mcintosh investment strategy
Morgan Stanley Institutional Investment Advisors’s portfolio is diversified across 1 sector.
Currently, their heaviest sector is Energy — making up 100.0% of
the total portfolio value.
The fund focuses on investments in the Canada as
50.0% of the portfolio companies
are based in the Canada.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
50% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $43.1 billion.
The complete list of Morgan Stanley Institutional Investment Advisors trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Enbridge Inc |
Opened
8,640,723
|
$307,523,328,000 | 98.47% |
| Southwestern Energy Company |
Opened
710,546
|
$4,781,973,000 | 1.53% |
| No transactions found | |||
| Showing first 500 out of 2 holdings | |||
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