Morgan Stanley Institutional Investment Advisors LLC
Hedge Fund • Credit Arb
Morgan Stanley Institutional Investment Advisors LLC is a Hedge Fund specializing in Credit Arb based in Greenwood Village, CO led by Brian Hale Weinstein, reporting $5.2B in AUM as of Q3 2025 with 47% Energy concentration, with only 3 positions, and 47% allocation to ENB.
PresidentBrian Hale Weinstein
- Portfolio Value
- $832.0M
- Positions
- 3
- Top Holding
- ENB at 46.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Morgan Stanley Institutional Investment Advisors LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Oil & Gas Midstream Energy | $391.0M | 46.99% | -$9.7M Sold | 0.36% 7.7M shares | |
Waste Management Industrials | $350.0M | 42.06% | -$5.2M Sold | 0.39% 1.6M shares | |
Medical - Care Facilities Healthcare | $91.0M | 10.94% | -$357.7K Sold | 4.83% 749.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Morgan Stanley Institutional Investment Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-2.43% | |
-1.47% | |
-0.39% |
Analytics
Portfolio insights and performance metrics for Morgan Stanley Institutional Investment Advisors LLC
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