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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 %
NPT
351
Nixon Peabody Trust
Massachusetts
$10.2M +$10.2M +109,863 New
GAM
352
Groupama Asset Management
France
$10.1M +$10.1M +108,839 New
EMPI
353
Elo Mutual Pension Insurance
Finland
$10.1M +$341K +3,662 +3%
CAL
354
Capital Analysts LLC
Pennsylvania
$10M +$225K +2,408 +2%
BAM
355
BOCHK Asset Management
Hong Kong
$9.92M +$9.92M +106,400 New
AQR Capital Management
356
AQR Capital Management
Connecticut
$9.68M -$132K -1,414 -1%
GFG
357
Greystone Financial Group
Michigan
$9.64M +$2.16M +23,111 +29%
PE
358
Point72 Europe
United Kingdom
$9.64M +$9.64M +103,360 New
Cetera Investment Advisers
359
Cetera Investment Advisers
Illinois
$9.62M +$744K +8,046 +8%
GIBU
360
Gulf International Bank (UK)
United Kingdom
$9.6M -$1.12M -11,982 -10%
NO
361
Ninety One
South Africa
$9.51M +$9.51M +102,023 New
NRC
362
New Republic Capital
North Carolina
$9.5M +$2.33K +25 +0%
KRS
363
Kentucky Retirement Systems
Kentucky
$9.43M +$339K +3,639 +4%
IC
364
IEQ Capital
California
$9.42M +$180K +1,927 +2%
CAC
365
Core Alternative Capital
Georgia
$9.26M -$4.48M -48,070 -33%
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$9.24M +$871K +9,340 +10%
OPERF
367
Oregon Public Employees Retirement Fund
Oregon
$9.19M -$6.9K -74 -0.1%
ZCM
368
Ziegler Capital Management
Illinois
$9.11M -$511K -5,476 -5%
GPSPJS
369
General Pension Society PZU Joint Stock
Poland
$9.08M – – –
CA
370
Cornerstone Advisors
North Carolina
$8.93M -$1.4M -15,000 -14%
Qube Research & Technologies (QRT)
371
Qube Research & Technologies (QRT)
United Kingdom
$8.86M -$104M -1,112,261 -92%
LIP
372
Liontrust Investment Partners
United Kingdom
$8.86M -$1.03M -11,000 -10%
SI
373
Stephens Inc
Arkansas
$8.84M +$3.67M +39,367 +71%
Wealthfront Advisers
374
Wealthfront Advisers
California
$8.82M -$3.29M -35,287 -27%
BCI
375
Brinker Capital Investments
Pennsylvania
$8.74M -$487K -5,203 -5%
13 14
15
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