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Morgan Stanley
MS

Overview Fund Activity

1,805 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
164
Increased
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$575M
2
Goldman Sachs
Goldman Sachs
New York
+$376M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$310M
4
UBS AM
UBS AM
Illinois
+$206M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$172M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$500M
2
BlackRock
BlackRock
New York
-$471M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$425M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$391M
5
Barclays
Barclays
United Kingdom
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
376
Atria Investments
North Carolina
$9.32M +$686K +7,054 +8%
Twin Tree Management
377
Twin Tree Management
Texas
$9.18M -$44.9M -462,230 -83%
SAM
378
Socorro Asset Management
Texas
$9.17M -$2.09M -21,548 -19%
HR
379
Howe & Rusling
New York
$9.17M +$145K +1,496 +2%
KRS
380
Kentucky Retirement Systems
Kentucky
$9.16M -$81.8K -842 -0.9%
IMRF
381
Illinois Municipal Retirement Fund
Illinois
$9.16M -$1.62M -16,718 -15%
Hotchkis & Wiley Capital Management
382
Hotchkis & Wiley Capital Management
California
$9.15M -$163K -1,680 -2%
BCI
383
Brinker Capital Investments
Pennsylvania
$8.96M -$124K -1,280 -1%
OPS
384
Orion Portfolio Solutions
Nebraska
$8.96M -$124K -1,280 -1%
BS
385
Banco Santander
Spain
$8.95M -$583 -6 -0%
AAIM
386
American Assets Investment Management
California
$8.94M – – –
LWM
387
Lyell Wealth Management
California
$8.9M +$707K +7,270 +9%
FMI
388
F/M Investments
District of Columbia
$8.86M +$8.86M +90,989 New
BPC
389
Banque Pictet & Cie
Switzerland
$8.8M +$473K +4,864 +6%
MSRPS
390
Maryland State Retirement & Pension System
Maryland
$8.79M -$131K -1,351 -1%
Nomura Holdings
391
Nomura Holdings
Japan
$8.76M -$17M -174,947 -66%
Pacer Advisors
392
Pacer Advisors
Pennsylvania
$8.66M +$377K +3,874 +5%
Mirae Asset Global Investments
393
Mirae Asset Global Investments
South Korea
$8.65M -$14.7M -153,773 -63%
GAM
394
Groupama Asset Management
France
$8.62M +$991K +10,192 +13%
MPM
395
MBB Public Markets
Illinois
$8.39M +$8.39M +86,307 New
Grantham, Mayo, Van Otterloo & Co (GMO)
396
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.25M +$8.25M +84,867 New
CA
397
Cornerstone Advisors
North Carolina
$8.24M -$525K -5,400 -6%
AAM
398
Advisors Asset Management
Colorado
$8.23M +$91K +936 +1%
FA
399
Fiduciary Alliance
South Carolina
$8.22M +$573K +5,751 +7%
OAC
400
OMERS Administration Corp
Ontario, Canada
$8.22M +$8.22M +84,553 New
14 15
16
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