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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
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$18.5M -$1.88M -19,768 -9%
IMPI
277
Ilmarinen Mutual Pension Insurance
Finland
$18.3M
BM
278
Bridger Management
New York
$18.2M
PHAM
279
Pacific Heights Asset Management
California
$18M
MOACM
280
Mutual of America Capital Management
New York
$17.9M -$121K -1,267 -0.7%
MCM
281
MAI Capital Management
Ohio
$17.8M -$290K -3,050 -2%
NIM
282
Nexus Investment Management
Ontario, Canada
$17.7M
NAM
283
NorthCrest Asset Manangement
Minnesota
$17.6M +$72.9K +766 +0.4%
YCM
284
Yousif Capital Management
Michigan
$17.4M -$364K -3,821 -2%
CRC
285
Curi RMB Capital
Illinois
$17.3M -$4.78M -50,172 -22%
Mirae Asset Global ETFs Holdings
286
Mirae Asset Global ETFs Holdings
Hong Kong
$17.2M +$16.9M +177,190 New
CSS
287
Cubist Systematic Strategies
Connecticut
$17.2M +$16.8M +176,460 New
GI
288
GAMCO Investors
Connecticut
$17.1M -$1.32M -13,894 -7%
HIP
289
HUB Investment Partners
Texas
$17.1M +$70.1K +736 +0.4%
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$17M +$117K +1,225 +0.7%
X
291
Xponance
Pennsylvania
$17M +$157K +1,653 +1%
NO
292
Ninety One
South Africa
$16.8M +$16.5M +173,121 New
ELC
293
Edgar Lomax Company
Virginia
$16.7M -$287K -3,015 -2%
Osaic Holdings
294
Osaic Holdings
Arizona
$16.6M -$1.28M -13,441 -7%
BNP Paribas Asset Management
295
BNP Paribas Asset Management
France
$16.5M +$1.39M +14,603 +9%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$16.5M +$960K +10,082 +6%
GJCM
297
Grand Jean Capital Management
California
$16.5M +$135K +1,415 +0.8%
DILIC
298
Dai-ichi Life Insurance Company
Japan
$16.1M +$232K +2,436 +1%
Walleye Trading
299
Walleye Trading
New York
$16M +$15.4M +161,969 +5,505%
Pathstone Holdings
300
Pathstone Holdings
New Jersey
$15.9M +$304K +3,189 +2%