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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
VWM
251
Valley Wealth Managers
New Jersey
$21.8M -$1.41M -14,787 -6%
CIP
252
Chartwell Investment Partners
Pennsylvania
$21.7M +$160K +1,685 +0.8%
First Trust Advisors
253
First Trust Advisors
Illinois
$21.6M +$1.34M +14,045 +7%
UIM
254
USS Investment Management
United Kingdom
$20.9M +$314K +3,299 +2%
B
255
Bailard
California
$20.8M -$222K -2,328 -1%
MLL
256
Moody Lynn & Lieberson
Massachusetts
$20.7M +$238K +2,498 +1%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.6M +$1.43M +15,073 +8%
Lazard Asset Management
258
Lazard Asset Management
New York
$20.6M +$16.6M +174,847 +471%
Creative Planning
259
Creative Planning
Kansas
$20.5M +$3.97M +41,660 +25%
FMLI
260
Fukoku Mutual Life Insurance
Japan
$20.5M
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$20.2M +$1.23M +12,936 +7%
UB
262
UMB Bank
Missouri
$20.1M -$5.48M -57,594 -22%
CCM
263
Copeland Capital Management
Pennsylvania
$20M +$715K +7,511 +4%
SFI
264
Susquehanna Fundamental Investments
Pennsylvania
$20M +$19.6M +206,066 New
Cerity Partners
265
Cerity Partners
New York
$19.8M -$2.5M -26,281 -11%
BBVA
266
Banco Bilbao Vizcaya Argentaria
Spain
$19.7M -$2.52M -26,455 -12%
Diamond Hill Capital Management
267
Diamond Hill Capital Management
Ohio
$19.7M
C
268
Certuity
Florida
$19.6M -$125K -1,315 -0.6%
FAFTFSNP
269
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$19.6M +$19.2M +201,333 New
JPMIA
270
J.P. Marvel Investment Advisors
Massachusetts
$19.5M
LCM
271
LVM Capital Management
Michigan
$19.1M -$711K -7,473 -4%
PR
272
Payden & Rygel
California
$18.7M -$1.88M -19,800 -9%
PRIG
273
Payden & Rygel Investment Group
California
$18.7M -$1.88M -19,800 -9%
URS
274
Utah Retirement Systems
Utah
$18.6M -$1.11M -11,700 -6%
NYLIM
275
New York Life Investment Management
New York
$18.6M +$129K +1,355 +0.7%