MORGAN STANLEY DIRECT LENDIN (MSDL) Institutional Ownership Changes & 13F Activity

MORGAN STANLEY DIRECT LENDIN (MSDL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ensign Peak Advisors, Inc, Van Eck Associates Corp, Caz Investments Lp, Ares Management Llc, and Xtx Topco Ltd.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-3,477-4.5%73,595$1.11MQ2 2026Sep 02, 2026
Caz Investments LpBuy+399,455399,455$6.04MQ2 2026Aug 24, 2026
Mercer Global Advisors IncSell-513-3.5%14,026$212.07KQ2 2026Aug 19, 2026
Ensign Peak Advisors, IncBuy+748,000748,000$11.31MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+580,142+40.5%2,014,119$30.45MQ2 2026Aug 14, 2026
Ares Management LlcBuy+363,128+88.1%775,128$11.72MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-163,715-85.3%28,198$426.35KQ2 2026Aug 14, 2026
Trexquant Investment LpSell-113,248-27.7%296,078$4.48MQ2 2026Aug 14, 2026
Callodine Capital Management, LpBuy+100,000100,000$1.51MQ2 2026Aug 14, 2026
Ilex Capital Partners (Uk) LlpBuy+82,94682,946$1.25MQ2 2026Aug 14, 2026
Millennium Management LlcSell-71,509-25.9%204,517$3.09MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-57,311-49.1%59,442$898.76KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+50,858+89.1%107,947$1.63MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+41,33441,334$624.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+39,322+36.9%145,746$2.20MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+35,11935,119$531.00KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-28,238-31.8%60,609$916.41KQ2 2026Aug 14, 2026
Engineers Gate Manager LpBuy+27,425+145.0%46,340$700.66KQ2 2026Aug 14, 2026
O'Rourke & Company, IncBuy+27,05827,058$409.12KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-26,832-4.9%515,964$7.80MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+13,165+128.2%23,435$354.34KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+9,398+21.3%53,542$809.55KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,545+44.0%24,690$373.31KQ2 2026Aug 14, 2026
Group One Trading LlcBuy+6,7006,700$101.30KQ2 2026Aug 14, 2026
Squarepoint Ops LlcSell-5,183-15.9%27,425$414.67KQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+3,839+0.4%893,188$13.51MQ2 2026Aug 14, 2026
Drw Securities, LlcSell-3,798-21.5%13,881$209.88KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+3,3883,388$51.23KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+2,221+15.8%16,247$245.65KQ2 2026Aug 14, 2026
Barclays PlcSell-1,284-89.7%147$2.22KQ2 2026Aug 14, 2026
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Frequently asked questions about MSDL activity

  • Which institutional owners are buying MSDL?

    Institutional owners buying MSDL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSDL activity?

    "Buy" means an investor increased their reported position in MSDL compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY DIRECT LENDIN (MSDL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSDL increasing?

    Institutional interest in MSDL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.