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Morgan Stanley
MS

Overview Fund Activity

1,805 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
164
Increased
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.25B
2
Goldman Sachs
Goldman Sachs
New York
$1.34B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$755M
4
UBS AM
UBS AM
Illinois
$784M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$233M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
BlackRock
New York
$8.2B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
Barclays
United Kingdom
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$24.5M +$2.37M +24,351 +11%
MML Investors Services
227
MML Investors Services
Massachusetts
$24.4M +$707K +7,270 +3%
II
228
IFM Investors
Australia
$24.3M +$117K +1,205 +0.5%
HPG
229
Harvest Portfolios Group
Ontario, Canada
$24.2M -$2.44M -25,120 -9%
AB
230
Amalgamated Bank
New York
$24.2M -$536K -5,516 -2%
SG Americas Securities
231
SG Americas Securities
New York
$24.1M -$4.9M -50,430 -17%
TWC
232
TD Waterhouse Canada
Ontario, Canada
$23.8M +$269K +2,711 +1%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$23.3M -$16.2M -166,756 -41%
Ninety One (UK)
234
Ninety One (UK)
United Kingdom
$23.2M – – –
CNB
235
Czech National Bank
Czech Republic
$23.2M +$1.75M +18,009 +8%
SPS
236
Susquehanna Portfolio Strategies
Pennsylvania
$23M -$26.4M -271,769 -53%
Tudor Investment Corp
237
Tudor Investment Corp
Connecticut
$23M +$18.9M +194,642 +461%
Acadian Asset Management
238
Acadian Asset Management
Massachusetts
$23M +$22.8M +234,969 +18,828%
CIS
239
Connors Investor Services
Pennsylvania
$22.9M +$7.19K +74 +0%
CGPCS
240
Capital Group Private Client Services
California
$22.9M -$304K -3,133 -1%
QCM
241
QRG Capital Management
Illinois
$22.9M +$1.1M +11,361 +5%
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$22.8M +$8.5M +87,457 +59%
QC
243
Quadrature Capital
United Kingdom
$22.8M -$12M -123,532 -35%
BIAS
244
Beacon Investment Advisory Services
New Jersey
$22.6M +$278K +2,859 +1%
ECG
245
Edge Capital Group
Georgia
$22.6M +$777K +7,992 +4%
ATN
246
AMF Tjänstepension
Sweden
$22.5M -$44.3M -454,928 -66%
AHB
247
Abner Herrman & Brock
New Jersey
$22.5M +$675K +6,946 +3%
VWM
248
Valley Wealth Managers
New Jersey
$21.8M -$1.44M -14,787 -6%
CIP
249
Chartwell Investment Partners
Pennsylvania
$21.7M +$164K +1,685 +0.8%
First Trust Advisors
250
First Trust Advisors
Illinois
$21.6M +$1.37M +14,045 +7%
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