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Morgan Stanley
MS

Overview Fund Activity

1,778 hedge funds and large institutions have $127B invested in Morgan Stanley in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 696 increasing their positions, 681 reducing their positions, and 106 closing their positions.

Holders
1,778
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
168
Increased
696
Reduced
681
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.04B
2
Capital International Investors
2
Capital International Investors
California
$2.68B
3
Norges Bank
3
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$286M
5
Barclays
5
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$972M
4
Morgan Stanley
4
Morgan Stanley
New York
$563M
5
State Street
5
State Street
Massachusetts
$10.5B
Name Market Value Shares Shares
Change 		Shares
Change %
B
251
Bailard
California
$20.3M 215,988 -177 -0.1%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$20.3M 223,668 +119,633 +115%
PR
253
Payden & Rygel
California
$20M 212,600 -128,100 -38%
PRIG
254
Payden & Rygel Investment Group
California
$20M 212,600 +212,600 New
UIM
255
USS Investment Management
United Kingdom
$20M 212,195 +6,015 +3%
FMLI
256
Fukoku Mutual Life Insurance
Japan
$19.9M 210,951 -7,000 -3%
MLL
257
Moody Lynn & Lieberson
Massachusetts
$19.8M 210,631 -8,356 -4%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$19.8M 210,242 +11,574 +6%
First Trust Advisors
259
First Trust Advisors
Illinois
$19.6M 207,912 -1,943,096 -90%
LCM
260
LVM Capital Management
Michigan
$19.2M 204,310 +2,660 +1%
C
261
Certuity
Florida
$19.1M 203,251 +73 +0%
URS
262
Utah Retirement Systems
Utah
$19.1M 202,968 -5,700 -3%
Diamond Hill Capital Management
263
Diamond Hill Capital Management
Ohio
$19M 202,252 – –
Robeco Institutional Asset Management
264
Robeco Institutional Asset Management
Netherlands
$18.9M 200,572 -145,596 -42%
JPMIA
265
J.P. Marvel Investment Advisors
Massachusetts
$18.9M 200,512 -171 -0.1%
CCM
266
Copeland Capital Management
Pennsylvania
$18.7M 198,591 +57,455 +41%
Brown Advisory
267
Brown Advisory
Maryland
$18.6M 198,053 +52,221 +36%
Public Sector Pension Investment Board (PSP Investments)
268
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.6M 197,110 -185 -0.1%
WorldQuant Millennium Advisors
269
WorldQuant Millennium Advisors
New York
$18.5M 196,484 +54,302 +38%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$18.3M 194,537 +19,872 +11%
CCM
271
Cinctive Capital Management
New York
$18.2M 193,570 +5,199 +3%
FAF
272
Fjarde Ap-fonden
Sweden
$18.1M 192,233 +8,800 +5%
MCM
273
Moore Capital Management
New York
$17.9M 190,190 +190,190 New
GI
274
GAMCO Investors
Connecticut
$17.9M 189,710 -16,999 -8%
NYLIM
275
New York Life Investment Management
New York
$17.9M 189,600 -8,108 -4%
9 10
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