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Morgan Stanley
MS

Overview Fund Activity

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.57%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.59B
2
Morgan Stanley
Morgan Stanley
New York
$1.09B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.59B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$513M
5
Invesco
Invesco
Georgia
$1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.6B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
4
DZ Bank
DZ Bank
Germany
$123M
5
Franklin Resources
Franklin Resources
California
$786M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$24.5M -$893K -9,573 -4%
ProShare Advisors
227
ProShare Advisors
Maryland
$24.3M -$1.87M -20,024 -7%
BG
228
Bollard Group
Massachusetts
$23.5M -$1.16M -12,449 -5%
II
229
IFM Investors
Australia
$23.4M -$639K -6,854 -3%
MCM
230
Maple Capital Management
Vermont
$23.3M +$254K +2,724 +1%
BSA
231
Braun Stacey Associates
New York
$23.2M +$2.53M +27,112 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
232
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.1M -$17.4M -186,832 -43%
FRAF
233
Första AP-fonden
Sweden
$23.1M -$1.01M -10,800 -4%
Ninety One (UK)
234
Ninety One (UK)
United Kingdom
$23M +$23M +246,955 New
QCM
235
QRG Capital Management
Illinois
$22.9M -$2.05K -22 -0%
VWM
236
Valley Wealth Managers
New Jersey
$22.7M +$207K +2,219 +0.9%
CGH
237
Crossmark Global Holdings
Texas
$22.6M +$1.61M +17,265 +8%
Twin Tree Management
238
Twin Tree Management
Texas
$22.5M +$5.23M +56,081 +30%
ACM
239
Argent Capital Management
Missouri
$22M -$441K -4,730 -2%
CIS
240
Connors Investor Services
Pennsylvania
$21.9M +$2.52M +26,995 +13%
Mirae Asset Global Investments
241
Mirae Asset Global Investments
South Korea
$21.4M -$2.69M -28,877 -11%
CRC
242
Curi RMB Capital
Illinois
$21.3M -$554K -5,939 -3%
CS
243
Candriam SCA
Luxembourg
$21.1M -$25.5M -273,560 -55%
BIAS
244
Beacon Investment Advisory Services
New Jersey
$21.1M -$772K -8,281 -4%
CNB
245
Czech National Bank
Czech Republic
$20.6M -$150K -1,609 -0.7%
MML Investors Services
246
MML Investors Services
Massachusetts
$20.6M +$1.43M +15,366 +7%
EARNEST Partners
247
EARNEST Partners
Georgia
$20.6M -$51.4K -551 -0.2%
CIP
248
Chartwell Investment Partners
Pennsylvania
$20.5M +$644K +6,908 +3%
MLL
249
Moody Lynn & Lieberson
Massachusetts
$20.4M -$6.1M -65,414 -23%
FMLI
250
Fukoku Mutual Life Insurance
Japan
$20.3M – – –
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