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Morgan Stanley
MS

Overview Fund Activity

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.56%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$674M
2
Morgan Stanley
Morgan Stanley
New York
+$545M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$525M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$513M
5
Invesco
Invesco
Georgia
+$383M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$726M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$592M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$580M
4
DZ Bank
DZ Bank
Germany
-$435M
5
Franklin Resources
Franklin Resources
California
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
301
Cerity Partners
New York
$14.6M +$14.6M +156,511 New
PAI
302
Pittenger & Anderson Inc
Nebraska
$14.6M +$24.8K +266 +0.2%
SOADOR
303
State of Alaska Department of Revenue
Alaska
$14.3M -$3.03M -32,505 -17%
FNBT
304
FineMark National Bank & Trust
Florida
$14.3M +$1.55M +16,585 +12%
PGFC
305
Peapack-Gladstone Financial Corp
New Jersey
$14.3M +$323K +3,463 +2%
Creative Planning
306
Creative Planning
Kansas
$14.2M -$1.63M -17,514 -10%
ECU
307
Eisler Capital (UK)
United Kingdom
$14.2M -$35.3M -378,664 -71%
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
$14.1M +$5.44M +58,378 +63%
SC
309
Scotia Capital
Ontario, Canada
$13.9M +$127K +1,362 +0.9%
OC
310
Oppenheimer & Co
New York
$13.8M +$595K +6,379 +4%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$13.7M -$3.22M -34,547 -19%
Bessemer Group
312
Bessemer Group
New Jersey
$13.6M -$189K -2,027 -1%
Brown Advisory
313
Brown Advisory
Maryland
$13.6M -$79.8K -856 -0.6%
ATC
314
Argent Trust Co
Tennessee
$13.6M +$565K +6,061 +4%
NAM
315
Nissay Asset Management
Japan
$13.5M +$358K +3,838 +3%
BCIM
316
British Columbia Investment Management
British Columbia, Canada
$13.3M +$2.72M +29,156 +26%
WorldQuant Millennium Advisors
317
WorldQuant Millennium Advisors
New York
$13.3M +$947K +10,158 +8%
TCM
318
Telos Capital Management
California
$13.2M +$415K +4,447 +3%
CCM
319
Copeland Capital Management
Pennsylvania
$13.2M -$284K -3,044 -2%
SCM
320
Shelton Capital Management
Colorado
$13M +$5.24M +56,201 +68%
VF
321
Vest Financial
Virginia
$12.9M +$3.16M +33,918 +33%
CWM
322
Calamos Wealth Management
Illinois
$12.7M +$11.8M +126,255 +1,214%
Nomura Holdings
323
Nomura Holdings
Japan
$12.5M +$2.13M +22,824 +21%
NW
324
NewEdge Wealth
Pennsylvania
$12.4M -$2.42M -25,916 -16%
CAG
325
Crestwood Advisors Group
Massachusetts
$12.3M -$652K -6,988 -5%
11 12
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