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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
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 %
TSW
351
Thompson Siegel & Walmsley
Virginia
$10.1M +$1.93M +20,500 +24%
OPERF
352
Oregon Public Employees Retirement Fund
Oregon
$10.1M +$800K +8,494 +9%
Credit Agricole
353
Credit Agricole
France
$10M +$8.66M +95,919 +647%
GFG
354
Greystone Financial Group
Michigan
$9.96M +$227K +2,411 +2%
IC
355
IEQ Capital
California
$9.87M +$360K +3,823 +4%
GIBU
356
Gulf International Bank (UK)
United Kingdom
$9.75M +$61.8K +656 +0.6%
CA
357
Cetera Advisors
Colorado
$9.7M +$8.11M +88,053 +511%
LBC
358
Lowe Brockenbrough & Co
Virginia
$9.67M +$1.42M +15,080 +17%
NRC
359
New Republic Capital
North Carolina
$9.61M +$21.7K +230 +0.2%
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$9.6M +$1.75M +18,598 +22%
QIM
361
Quantitative Investment Management
Virginia
$9.5M +$9.5M +100,935 New
PAG
362
Private Advisor Group
New Jersey
$9.34M +$1.02M +10,859 +12%
GAM
363
Groupama Asset Management
France
$9.28M -$3.59M -30,364 -28%
NA
364
NewEdge Advisors
Louisiana
$9.24M -$1.82M -19,362 -16%
GPSPJS
365
General Pension Society PZU Joint Stock
Poland
$9.17M – – –
Balyasny Asset Management
366
Balyasny Asset Management
Illinois
$9.08M -$5.15M -54,704 -36%
KAS
367
Kestra Advisory Services
Texas
$9.07M +$1.18M +12,574 +15%
BF
368
BOK Financial
Oklahoma
$9.03M +$4.06M +43,417 +82%
Wealthfront Advisers
369
Wealthfront Advisers
California
$9.03M +$126K +1,342 +1%
Hotchkis & Wiley Capital Management
370
Hotchkis & Wiley Capital Management
California
$9.02M +$1.2M +12,750 +15%
KRS
371
Kentucky Retirement Systems
Kentucky
$8.96M -$563K -5,977 -6%
SW
372
SteelPeak Wealth
California
$8.94M +$562K +5,965 +7%
VPIM
373
Vanguard Personalized Indexing Management
California
$8.93M +$1.67M +17,784 +23%
ACA
374
Aptus Capital Advisors
Alabama
$8.91M +$709K +7,526 +9%
ZCM
375
Ziegler Capital Management
Illinois
$8.89M -$305K -3,241 -3%
13 14
15
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