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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
+$575M
2
Goldman Sachs
Goldman Sachs
New York
+$376M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$310M
4
UBS AM
UBS AM
Illinois
+$206M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$172M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$500M
2
BlackRock
BlackRock
New York
-$471M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$425M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$391M
5
Barclays
Barclays
United Kingdom
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIM
251
USS Investment Management
United Kingdom
$20.9M +$321K +3,299 +2%
B
252
Bailard
California
$20.8M -$226K -2,328 -1%
MLL
253
Moody Lynn & Lieberson
Massachusetts
$20.7M +$243K +2,498 +1%
Public Sector Pension Investment Board (PSP Investments)
254
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.6M +$1.46M +15,073 +8%
Lazard Asset Management
255
Lazard Asset Management
New York
$20.6M +$17M +174,847 +471%
Creative Planning
256
Creative Planning
Kansas
$20.5M +$4.05M +41,660 +25%
FMLI
257
Fukoku Mutual Life Insurance
Japan
$20.5M – – –
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$20.2M +$1.26M +12,936 +7%
TPSF
259
Texas Permanent School Fund
Texas
$20.2M -$7.99M -82,174 -28%
UB
260
UMB Bank
Missouri
$20.1M -$5.6M -57,594 -22%
CCM
261
Copeland Capital Management
Pennsylvania
$20M +$730K +7,511 +4%
SFI
262
Susquehanna Fundamental Investments
Pennsylvania
$20M +$20M +206,066 New
Cerity Partners
263
Cerity Partners
New York
$19.8M -$2.55M -26,281 -11%
BBVA
264
Banco Bilbao Vizcaya Argentaria
Spain
$19.7M -$2.57M -26,455 -12%
Diamond Hill Capital Management
265
Diamond Hill Capital Management
Ohio
$19.7M – – –
C
266
Certuity
Florida
$19.6M -$128K -1,315 -0.6%
FAFTFSNP
267
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$19.6M +$19.6M +201,333 New
JPMIA
268
J.P. Marvel Investment Advisors
Massachusetts
$19.5M – – –
LCM
269
LVM Capital Management
Michigan
$19.1M -$726K -7,473 -4%
PRIG
270
Payden & Rygel Investment Group
California
$18.7M -$1.92M -19,800 -9%
PR
271
Payden & Rygel
California
$18.7M -$1.92M -19,800 -9%
URS
272
Utah Retirement Systems
Utah
$18.6M -$1.14M -11,700 -6%
NYLIM
273
New York Life Investment Management
New York
$18.6M +$132K +1,355 +0.7%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$18.5M -$1.92M -19,768 -9%
IMPI
275
Ilmarinen Mutual Pension Insurance
Finland
$18.3M – – –
9 10
11
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