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Morgan Stanley
MS

Overview Fund Activity

1,779 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, 682 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.79%
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
682
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.04B
2
Capital International Investors
Capital International Investors
California
$2.68B
3
Norges Bank
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$286M
5
Barclays
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
Capital Research Global Investors
California
$972M
4
Morgan Stanley
Morgan Stanley
New York
$563M
5
State Street
State Street
Massachusetts
$10.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
OHIS
326
Oak Harvest Investment Services
Texas
$12M +$4.33M +45,933 +56%
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$11.9M +$741K +7,873 +7%
Eagle Capital Management (New York)
328
Eagle Capital Management (New York)
New York
$11.9M -$273K -2,899 -2%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$11.8M +$431K +4,582 +4%
Envestnet Portfolio Solutions
330
Envestnet Portfolio Solutions
Illinois
$11.8M +$1.33M +14,175 +13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
331
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.8M -$11.6M -123,168 -50%
KPWS
332
Kestra Private Wealth Services
Texas
$11.5M +$965K +10,253 +9%
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$11.5M -$4.31M -45,813 -27%
IG
334
ING Group
Netherlands
$11.4M +$11.4M +121,563 New
GIM
335
Grassi Investment Management
California
$11.4M -$44.7K -475 -0.4%
EI
336
Ethic Inc
New York
$11.3M +$2.63M +27,897 +30%
IIM
337
Intact Investment Management
Quebec, Canada
$11.2M +$3.58M +38,000 +47%
SGDR
338
SPX Gestao de Recursos
Brazil
$11.1M +$11.1M +117,610 New
NPT
339
Nixon Peabody Trust
Massachusetts
$10.9M +$575K +6,102 +6%
SAM
340
Socorro Asset Management
Texas
$10.9M +$284K +3,020 +3%
BCM
341
BTC Capital Management
Iowa
$10.9M +$10.9M +115,426 New
AIM
342
Achmea Investment Management
Netherlands
$10.9M – – –
SH
343
Svenska Handelsbanken
Sweden
$10.8M +$10.8M +114,745 New
Kovitz Investment Group Partners
344
Kovitz Investment Group Partners
Illinois
$10.6M +$8.83M +93,812 +494%
DCM
345
Dupont Capital Management
Delaware
$10.6M – – –
EMPI
346
Elo Mutual Pension Insurance
Finland
$10.6M +$375K +3,979 +4%
IMRF
347
Illinois Municipal Retirement Fund
Illinois
$10.5M +$4.68M +49,729 +81%
EARNEST Partners
348
EARNEST Partners
Georgia
$10.3M -$10.5M -111,429 -51%
CAL
349
Capital Analysts LLC
Pennsylvania
$10.3M +$142K +1,503 +1%
BCAM
350
Boston Common Asset Management
Massachusetts
$10.2M -$8.16M -86,644 -44%
12 13
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