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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IMPI
276
Ilmarinen Mutual Pension Insurance
Finland
$17.7M – – –
BM
277
Bridger Management
New York
$17.7M +$546K +5,800 +3%
MCM
278
MAI Capital Management
Ohio
$17.6M +$871K +9,246 +5%
MOACM
279
Mutual of America Capital Management
New York
$17.4M -$324K -3,438 -2%
PHAM
280
Pacific Heights Asset Management
California
$17.4M – – –
Osaic Holdings
281
Osaic Holdings
Arizona
$17.3M -$10.4M -110,157 -37%
CS
282
Candriam SCA
Luxembourg
$17.3M -$4.01M -42,637 -19%
YCM
283
Yousif Capital Management
Michigan
$17.2M -$327K -3,476 -2%
NIM
284
Nexus Investment Management
Ontario, Canada
$17.1M +$1.01M +10,686 +6%
GC
285
Guggenheim Capital
Illinois
$17M -$1.24M -13,163 -7%
NAM
286
NorthCrest Asset Manangement
Minnesota
$16.9M +$442K +4,695 +3%
PFMOSF
287
Philadelphia Financial Management of San Francisco
California
$16.6M +$16.6M +176,724 New
ELC
288
Edgar Lomax Company
Virginia
$16.5M +$525K +5,580 +3%
HIP
289
HUB Investment Partners
Texas
$16.5M +$456K +4,841 +3%
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$16.4M +$1.99M +21,119 +14%
X
291
Xponance
Pennsylvania
$16.3M +$890K +9,453 +6%
CTC (Chicago Trading Company)
292
CTC (Chicago Trading Company)
Illinois
$16.2M +$16.2M +172,183 New
Creative Planning
293
Creative Planning
Kansas
$16M +$1.61M +17,052 +11%
GJCM
294
Grand Jean Capital Management
California
$15.8M +$638K +6,776 +4%
Teacher Retirement System of Texas
295
Teacher Retirement System of Texas
Texas
$15.8M -$9.59M -101,834 -38%
William Blair & Company
296
William Blair & Company
Illinois
$15.5M +$259K +2,748 +2%
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$15.5M -$1.23M -13,114 -7%
DILIC
298
Dai-ichi Life Insurance Company
Japan
$15.4M -$1.46M -15,467 -9%
AP
299
Appleton Partners
Massachusetts
$15.3M +$439K +4,661 +3%
Pathstone Holdings
300
Pathstone Holdings
New Jersey
$15.1M -$1.31M -13,890 -8%
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