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Morgan Stanley

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,7931,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83%83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
226
Teacher Retirement System of Texas
Texas
$24.6M +$8.15M +85,586 +51%
KeyBank National Association
227
KeyBank National Association
Ohio
$24.6M -$431K -4,527 -2%
HF
228
HRT Financial
New York
$24.6M -$15.1M -158,742 -39%
AssetMark Inc
229
AssetMark Inc
California
$24.5M +$2.32M +24,351 +11%
MML Investors Services
230
MML Investors Services
Massachusetts
$24.4M +$692K +7,270 +3%
II
231
IFM Investors
Australia
$24.3M +$115K +1,205 +0.5%
HPG
232
Harvest Portfolios Group
Ontario, Canada
$24.2M -$2.39M -25,120 -9%
AB
233
Amalgamated Bank
New York
$24.2M -$525K -5,516 -2%
SG Americas Securities
234
SG Americas Securities
New York
$24.1M -$4.8M -50,430 -17%
TWC
235
TD Waterhouse Canada
Ontario, Canada
$23.8M +$258K +2,711 +1%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$23.3M -$15.9M -166,756 -41%
Ninety One (UK)
237
Ninety One (UK)
United Kingdom
$23.2M
CNB
238
Czech National Bank
Czech Republic
$23.2M +$1.71M +18,009 +8%
SPS
239
Susquehanna Portfolio Strategies
Pennsylvania
$23M -$25.9M -271,769 -53%
Tudor Investment Corp
240
Tudor Investment Corp
Connecticut
$23M +$18.5M +194,642 +461%
Acadian Asset Management
241
Acadian Asset Management
Massachusetts
$23M +$22.4M +234,969 +18,828%
CIS
242
Connors Investor Services
Pennsylvania
$22.9M +$7.04K +74 +0%
CGPCS
243
Capital Group Private Client Services
California
$22.9M -$298K -3,133 -1%
QCM
244
QRG Capital Management
Illinois
$22.9M +$1.08M +11,361 +5%
BCIM
245
British Columbia Investment Management
British Columbia, Canada
$22.8M +$8.33M +87,457 +59%
QC
246
Quadrature Capital
United Kingdom
$22.8M -$11.8M -123,532 -35%
BIAS
247
Beacon Investment Advisory Services
New Jersey
$22.6M +$272K +2,859 +1%
ECG
248
Edge Capital Group
Georgia
$22.6M +$761K +7,992 +4%
AT
249
AMF Tjänstepension
Sweden
$22.5M -$43.3M -454,928 -66%
AHB
250
Abner Herrman & Brock
New Jersey
$22.5M +$661K +6,946 +3%